Southeast Regional Center for Financial Training, Inc.          

AIB Successful Sales Campaigns (AIB-6876)      

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In Successful Sales Campaigns, students will learn to effectively run a sales campaign using step-by-step techniques for involving each staff member in various aspects of the sales campaign. Students will learn how to set campaign objectives and use demographic information to help identify clients who are in need of the product that is being promoted. The course also provides students with methods to handle working on simultaneous campaigns, and for shopping competitive banks and incorporating this into campaign methods.

Delivery Options

Self-Paced Online.

Audience

Retail bank personnel who lead or participate in sales campaigns.

Learning Objectives

After completing this course, students will be able to:

• Use demographic information to match bank products to the client base
• Develop a sales campaign that captures the attention of the bank's clients
• Identify the regulatory limits of bank product advertising
• Prepare bank personnel for the sales campaign
• Create and maintain enthusiasm for the sales campaign
• Use creative methods to track the progress of the campaign
• Evaluate the results of the promotion after it has ended

Enrollment Form

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