Who is taking this course?

Branch managers , Personal bankers , Sales and service associates

Building Customer Connections Course

Q: What is Building Member Connections?

Building Member Connections teaches personal bankers and branch managers how to have meaningful conversations with customers that build loyal relationships and earn additional business for your financial institution. , This blended learning solution begins with a short eLearning course that introduces the six-step CON2ECT Customer Experience Model. After completing the eLearning course, participants are eligible to attend the two-day Building Member Connections: Skills Application Lab, a facilitated training event where they’re able to devote their time to intensive practice. , Building Member Connections, a credit union-focused version of this course, is also available.

Register for the Course

There are no sessions currently scheduled

What is Building Customer Connections?

This blended learning solution begins with a short eLearning course that introduces the six-step CON2ECT Customer Experience Model. After completing the eLearning course, participants are eligible to attend the two-day Building Customer Connections: Skills Application Lab, a facilitated training event where they’re able to devote their time to intensive practice.

What will you learn by taking this course?

Increase customer satisfaction, retention and loyalty by engaging and bonding with member
Ask effective questions to explore the member’s immediate need and uncover additional needs
Follow a model to “TAG” additional needs so that they can be addressed either during or after the member’s initial visit
Explain solutions by linking the member’s needs to the right products and identifying those products’ relevant benefits
Handle objections in a way that acknowledges the member’s reservations and demonstrates commitment to member satisfaction

Product Brochure

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