Call Teresa Today: 850-460-7105
  Teresa Allen​Customer Service Speaker
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  • Customer Service Programs
  • Customer Service Videos
  • Bio
  • Kudos
    • Testimonials
    • Client List
  • Customer Service Blog
  • Contact
    • Request Info
    • Meeting Planners

Programs

Industry Specific Common Sense Service Programs

Bank Sales Training & Bank Service Training

A recent study indicated that 71% of the population would rather go to the dentist than deal with a bank! Let Teresa help your staff provide the WOW in common sense service needed to change the customer experience!

Do you need to jump start the service and sales efforts of your bank? Bank customer service trainer and bank sales trainer Teresa Allen is the perfect selection when you need bank training expertise and you want a fun and interactive bank training session for your staff that will lead to immediate and significant results!  
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BANK CUSTOMER SERVICE TRAINING AND BANK SALES TRAINING:

Bank Customer Conflict: Opportunity Knocks!
Bank customer Conflict can signal the end of your relationship with a customer or the beginning of an even stronger relationship! In this highly interactive bank training program using music and role plays, Teresa shows participants how to:
  • Differentiate between Institutional and Transactional Bank Complaints
  • Respond to Varied Levels of Bank Customer Anger
  • Handle Bank Complaints Originating from Bank Customer Error, Policies, and Regulations
  • Avoid Bank Customer Conflict by Catering to Varied  Customer Personalities

Making Lasting First Impressions
First impressions are the life blood of the bank.  This entertaining and informative seminar opens with a skit titled 'Once IS Enough' starring your staff! Participants will learn how to:
  • Make Customers Feel Welcome
  • Avoid Bank Lingo
  • Recognize Sales Opportunities 
  • Project a Positive Attitude
  • Establish Rapport
  • Provide Lagniappe Service

Bank Telephone Skills Training
Telephone contact with bank customers is on the rise.  Participants will learn valuable telephone skills:
  • Effective Greetings
  • Speaking Clearly and Concisely
  • Questioning Skills
  • Listening Skills
  • Handling Telephone Conflict
  • Recognize Sales Opportunities

BANK SALES TRAINING PROGRAMS:

Bank Branch Manager Sales Workshop: 12 Sales Mini-Sessions for Your Branch!
This workshop will allow bank managers to launch an on-going bank sales training program within their office.  The positive result will be a continuous strong sales effort at the branch, directed and continually monitored by a bank manager who now has the skills and tools necessary to coach his or her team to higher sales performance levels. Program includes a 50 page trainer’s manual for the bank manager, complete with reproducible handouts to take back to the branch!
  • Being Prepared to Sell/Knowing Your Competition
  • Questioning Skills
  • Features & Benefits
  • Handling Objections
  • Easy Cross Sells
  • Closing Techniques 
  • Product Presentations
  • Selling to Seniors
  • Credit Card  Selling
  • Selling Credit Cards/CDs
  • Easy Cross Sells
  • Selling from the Loan Portfolio
    Click Here for a flyer on this program

The Art of Asking Questions: Your Key to Bank Selling
Build the bank sales skills of your bank through this highly interactive bank sales training workshop where platform sales personnel practice the skills they are learning through numerous exercises and role plays.  Areas covered include those listed above.

Cross Selling From the Loan Portfolio
Bank cross sell training often focuses only on the deposit side.  In this unique bank sales training program, your lending personnel will discover the wealth of cross sell opportunities in the loan portfolio documents: Personal Financial Statement, Credit Application, and Credit Bureau Report

Click Here to print a flyer on all of Teresa's Bank Training Programs


**Teresa is often asked to share her expertise at Bank Conferences.  If you need a dynamic bank conference speaker, call Teresa to find out about programs specifically designed for this type of event!**

Why hire Teresa to jump start your bank sales and customer service culture?

Formerly an Account Executive and National Trainer for Clarke American, Teresa called on 8 to 10 banks and credit unions a day for three years.  Teresa now shares her bank and credit union experiences and observations with your staff; regional and national banks, community banks, large credit unions, and small credit unions.  She saw financial institutions with successful sales and service cultures and those with very weak efforts in this area.

Teresa has molded her bank sales training and bank customer service 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 and her common sense advice in bank training sessions of how to excel in bank sales and service!

Bank Consulting Services:
Teresa also offers bank consulting services to your bank.  She frequently arrives the day before your program to visit your branches.  She is then able to discuss her observations of your bank sales and bank customer service efforts with management and can then emphasize your areas of greatest need in the bank training program delivered to your staff the following day!

Call Teresa today to discuss how this program can jump start your customer service efforts
Teresa shares sales strategies at staff sales training event. Why we need to focus on LIFE NEEDs not product needs.
Watch this FUNNY spontaneous moment in staff training.  ​Exactly WHY your staff will LOVE Teresa!
Call Teresa Today!  850-460-7105
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