Loading...

Section 6: Value Added Solutions and Effective Closing

Course Description

This course will review how to offer value added solutions, given the areas of opportunity identified, by matching them with the products and services offered by your financial institution. Furthermore, your bankers will demonstrate the ability to position their recommended solutions to customers/members and prospects and be effective in closing the business.
90 Minutes
Series: Insight Advantage Program (in partnership with Eensight)
Roles: Operations & IT, Retail
Course Format: Online Self-Paced

Request more info

An investment in your employees is an investment in the health of your financial institution.

Let us create a unique online training program for you. Fill out the form to be contacted by a Sales Representative.

How can we reach you?

View Related Series

Insight Advantage Program (in partnership with Eensight)

How do you position your employees to become a valuable resource to help customers improve their business growth? The Insight Advantage Program enhances your employees' skills and competencies to acquire, expand and add value to their current and future business relationships by discovering cash management and financing opportunities.

View Series

Enterprise Risk Management & Compliance for Credit Unions

These courses cover a variety of risk and compliance management topics that affect an institution and its operations, including interest rate risk, ADA, CRA, identity theft and more.

View Series

Lending Compliance for Credit Unions

The Lending Compliance Series provides your staff with the essential knowledge to contribute to the lending cycle in a knowledgeable and compliant manner. From advertising and application to collections and credit reporting, this series provides the knowledge to effectively and compliantly navigate the lending cycle.

View Series