Bank Teller Sales Training
A bank teller is usually the first person a customer sees when he enters the bank. A teller can be very instrumental when it comes to increasing a bank's sales and profitability. Tellers need training in sales to become proficient at selling products and services.
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Methods
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Banks typically don’t send tellers out to seminars for sales training. Most of the training comes from within the branch by managers and sales associates.
Significance
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Being friendly and establishing rapport with the customer is a big part of sales training for tellers. When a customer likes and trusts you, she is more likely to purchase a product or service from you.
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Product Knowledge
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Tellers can use flash cards to gain product and service knowledge. This helps them when they try to sell to customers. Some of the bank products offered are checking and savings account, certificates of deposit, mortgage loans, auto loans, overdraft protection, credit cards and safety deposit boxes.
Function
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Tellers have to be taught how to recognize customers' needs through casual conversation. If a customer is complaining about overdraft charges, the teller may want to suggest the customer apply for overdraft protection. Bank tellers are usually responsible for capturing a customer’s interest in a product or service, make a recommendation and then forward the customer on to the branch manager to close the sale.
Benefits
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The branch manager, or a sales associate, will usually set some time aside to train tellers in sales. Role playing is a key sales training technique used to help tellers become more adept at selling products and services to customers. Training can take place before the branch opens.
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References
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