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Teresa Allen, Customer Service Keynotes…. Motivational Speaker, Customer Service Author and Business Coach
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Common Sense Banking Programs by Teresa Allen

Why hire someone who offers the same presentation to your bank as they offer to the corporation down the road?  Bank personnel face special challenges and opportunities!

 Formerly an Account Executive and National Trainer for Clarke American, Teresa Allen called on 8 to 10 banks and credit uions a day for three years, covering a 14,000 square mile territory.  Teresa now shares her bank and credit union experiences and observations with your staff: regional and national bank competitors, community bank competitors, credit union competitors; successful sales and service financial institutions as well as banks and credit unions with very weak sales and service efforts.

 Teresa has molded her sales and service credit union training programs around her observations of what worked and what didn't work in the real world.  Bank staff members across the country express their appreciation for Teresa's understanding of their day-to-day environment!

Teresa Allen also offers bank consulting services.  She fequently arrives the day before your program to visit your branches.  Seh is then able to discuss her observations of your sales and customer service efforts with management and can emphasize areas of greatest need in the bank training program or bank keynote presentation the following day.

Please review the programs below and give Teresa a call.  She looks forward to talking with you and to customizing a program to your specific needs!

Customer Service:
Customer Conflict: Opportunity Knocks!

Customer Conflict can signal the end of a relationship with a bank customer or can be the beginning of an even stronger relationship.  In this program, Teresa will focus on conflict originating from bank error, customer error, policies and regulations.  She will show participants how to handle varied personalities to avoid conflict.

 
Sales:
The Art of Asking Questions, Your Key to Bank Selling

 Build the sales skills of your platform personnel with this highly interactive session focusing on the following areas:

  • Asking Questions to determine needs
  • Identifying sales opportunities and needs
  • Knowing product features/selling with benefits
  • Handling objections
  • Selling credit cards and CDs
  • Cross Selling
  • Selling to Seniors

 

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