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The keys to successful referrals and cross-sells are preparation and curiosity. Preparation involves knowledge of the brand’s offerings. Curiosity about the customer leads to engagement that can provide discovery of a life event, need or problem that an attentive call center agent or a customer-facing specialist can offer a solution that results in a satisfying match. Yet, staff in these positions often struggle in making a smooth transition from handling an inquiry or transaction to a short, needs-based discussion that can lead to a referral or a cross-sell.
Join us for this complimentary BAI webinar with presenter Honey Shelton, President, InterAction Training for insights into how the right training and coaching can help your frontline take it up a level at the branch!
Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 30 plus years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank.
Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983. As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations and has accumulated an impressive client list that includes over 300 banks, credit unions and other organizations.