Building and Retaining
Customer Relationships

This two-part course teaches banking professionals how to start, manage, and execute a sales portfolio. Part One: Process and Strategy, demonstrates how to conduct all phases of the sales portfolio process, from prioritizing clients to making sales calls. Part Two: Calling on Customers, demonstrates how to plan sales calls or contacts with portfolio clients. The strategic sales skills taught in this ABA best-seller will equip the team in your institution to increase client satisfaction, promote client retention, and boost sales.

To sample this course,
follow the instructions
in the demo screen to
the right.