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Needs Based Selling for Banks

Needs Based Selling is both a skill and an attitude, and is something that needs to be practiced by everyone at your bank or credit union who interacts with customers. By design, it will improve and deepen customer relationships and loyalty, resulting in increased profitability and customer retention.  This series teaches the skills to become an outstanding needs based seller. 

The needs based sales process involves building rapport with customers, asking great questions to determine needs, and then presenting information in a clear and compelling way.  When done well, the customer feels confident that your bank service and/or product will meet their need and perceives you positively as an advisor, rather than as a pushy salesperson.   

Bank employees and branch managers will benefit from this training. Bank employees will upgrade their skills to use a Needs Based Selling approach. Branch managers can use this training series to ensure that their entire branch practices and uses the same selling skills and approach, and to build a sales culture at the bank. 

 

Online (Web-Based) Needs Based Selling:

This program is available as instructor-led, online, or blended learning formats.  The Needs Based Selling for Banks online training series is currently available at the following link:  Needs Based Selling for Banks Online Series.

 

Needs Based Selling for Banks Series:

  • Needs Based Selling Overview & Building Rapport with Customers

  • Questioning and Listening for Needs

  • Presenting Information & Cross-Selling

  • Handling Objections and Difficult Customer Situations