Online Courses Financial Compliance Banking Compliance Cross-Selling

Cross-Selling

Created by: HSI - Health & Safety Institute Top Author

1,095 views Prime

Last Updated 10/2022

English

Full Lifetime Access

Finish in
8 min! Run Time

Made for for
Employees
only

No Certificate
Provided

What you'll learn

Identify customer needs that additional services would genuinely meet

Introduce relevant products without pressuring the customer

Build cross-selling into ordinary customer conversations

Skills covered in this course

banking safe banking HSI-ej4

FAQs

Description

To compete, banks need to offer customers more of the services that fit their needs, which makes cross-selling a core skill for staff.

What this course covers:

The sales process for banking professionals
The difference between cross-selling and upselling
Where to find cross-selling opportunities
Using features, benefits and technology to serve customers

For bank employees who want to grow relationships by matching customers to the right products.

System Requirements

See System Requirements in the Coggno Knowledge Base

Author

HSI - Health & Safety Institute

1960 Courses

Making the Workplace Safer and Smarter

HSI (Health & Safety Institute) is a recognized leader in Environmental, Health and Safety (EHS) and workforce development software, training, and compliance solutions.

HSI is your single-source partner for EHS, Compliance, and Professional Development solutions. HSI provides integrated e-learning content, training solutions, and cloud-based software designed to enable your business to improve safety, operations, and employee development. Across all industries, we help safety and technical managers, human resources, first responders, and operational leaders train and develop their workforce, keep workers safe, and meet regulatory and operational compliance requirements. We are a unique partner that offers a suite of cloud-based software solutions including learning management, safety management, chemical SDS management, and more, integrated with our content and training so businesses can not only monitor and manage multiple workflows in one system, but train employees via one partner.

Frequently Asked Questions

It covers the sales process for banking professionals as a core competitive skill, not just a nice-to-have.

It explains the difference between cross-selling and upselling directly, since the two get confused often.

It covers where to find cross-selling opportunities within a typical customer interaction.

Yes, it covers using features, benefits, and technology to serve customers as part of the cross-selling approach.

Bank employees who want to grow relationships by matching customers to the right products.

Yes. This course is designed to meet applicable federal requirements and commonly mandated state standards. Always confirm specific state or industry requirements with your local regulations.

The course takes approximately 8 minutes to complete and can be paused and resumed at any time.

No. This course does not include a certificate of completion.

Yes. You can assign this course to individuals or groups using Coggno’s LMS, or purchase multiple seats for your team.

Yes. This course can be exported for delivery in most learning management systems (SCORM compatible).

Yes. The course is fully self-paced and available 24/7.

Yes. This course includes a knowledge check to reinforce learning and verify completion.

Learners have lifetime access from the date of purchase.

Yes. A preview is available so you can review the course format and content before purchasing.

Yes. Content is reviewed and updated as regulations and best practices change.

Yes. This course is available for free with an active Prime Subscription.

Yes. Refund requests can be submitted within 30 days of purchase.

Self-paced, start anytime Full lifetime access

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Cross-Selling

What you'll learn

Skills covered in this course

Overview