Southeast Regional Center for Financial Training, Inc.

AIB Effective Referrals (AIB-4506)

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Effective Referrals provides branch or operations personnel with the skills to provide confident and effective referrals. By the end of the course, students will be able to identify sales and service opportunities and use benefits statements to make the referral.

Delivery Options

Self-Study, Self-Paced Online, and In-Person.

Audience

Bank/operations personnel who service client transactions and are in a position to identify referral opportunities.

Learning Objectives

After completing this course, students will be able to:

• Describe what customers expect from their bank
• Identify the four steps in the Effective Referral Model
• Identify sales and service referral opportunities
• Match referral opportunities with the appropriate financial need type
• Make an effective referral using the appropriate referral technique
• Follow up with a customer when necessary

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834