It's All About Relationship
In order to succeed in bank sales, it is important to know when to sell and when to service, and how to balance the two. You need to know the rules, the products and the people. Cultivating good relationships with customers will help banks increase sales, employee morale, customer retention and improve customer loyalty.
Career Path
Students who have used Achieving Sales & Excellence have gone on to excel in other areas of the financial industry including:
- Lead customer service representative.
- Trainer.
- Lender.
- Branch manager.
- Relationship manager.
- Financial advisor.
- Corporate banker.
What's The Class Like?
Achieving Sales & Service Excellence begins with an overview of the industry, and then addresses the tasks and responsibilities of sales and service. You'll learn the importance of customer care and how to successfully communicate with customers. You will also learn about products and services and how to effectively sell them following proper policy and procedure.
The course is an eLearning course that is accessible over the Internet from any location at any time. You can begin the course immediately! The course uses sound, video and animation to make learning challenging and entertaining. Extensive online help and an online support staff can answer any questions you may have. Online progress tracking makes it possible to instantly certify you when you complete the course.
All you need is a computer with an Internet connection.

Making the Most of the Course
All students will receive:
Achieving Sales & Service Excellence - You will receive the complete online sales and service training course used by thousands of bank professionals.
Access to All Course Materials Online - You will have access to 100% of all course material via your Internet connection for one full year.
Banker's Academy Sales and Certification (BASSC) - Online tracking delivers your sales and service certification instantly upon successful completion of the course at no extra cost.
Toll Free Access to Instructors - Achieving Sales & Service Excellence is a comprehensive program and can be very challenging. If at any time you need to speak with an instructor you can call our toll free number or simply email your question.
24 Hour Help - Our online help is available 365 days a year, 24 hours per day.
Continuing Education Credits
Achieving Sales and Service Excellence is approved for 4 credits by the American Bankers Association's (ABA) Institute of Certified Bankers (ICB) toward the Certified Bank Teller (CBT), Certified Customer Service Representative (CCSR), and Certified Personal Banker (CPB) certifications.

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