Bank Sales Training | Free Learning

Section outline

• Select section General

  Collapse Expand

  General

  Collapse all Expand all

  • Select activity Announcements

    

    Announcements Forum
• Select section Module 1. Introduction to Bank Sales

  Collapse Expand

  Module 1. Introduction to Bank Sales

  Understand what bank sales really means and why relationship-based selling is safer and stronger than product-push behaviour.

  • Select activity Module 1. Introduction to Bank Sales

    

    Module 1. Introduction to Bank Sales Page
• Select section Module 2. Retail Banking Products and Customer Needs

  Collapse Expand

  Module 2. Retail Banking Products and Customer Needs

  Connect common retail banking products to real customer goals so recommendations start with context instead of generic offers.

  • Select activity Module 2. Retail Banking Products and Customer Needs

    

    Module 2. Retail Banking Products and Customer Needs Page
• Select section Module 3. Customer Discovery and Consultative Selling

  Collapse Expand

  Module 3. Customer Discovery and Consultative Selling

  Use better questions and active listening to uncover goals before recommending a banking product or next step.

  • Select activity Module 3. Customer Discovery and Consultative Selling

    

    Module 3. Customer Discovery and Consultative Selling Page
• Select section Module 4. Ethics, UDAAP, and Responsible Sales Conduct

  Collapse Expand

  Module 4. Ethics, UDAAP, and Responsible Sales Conduct

  Understand the conduct principles that protect the customer and the bank from mis-selling, deception, and pressure-based sales risk.

  • Select activity Module 4. Ethics, UDAAP, and Responsible Sales Conduct

    

    Module 4. Ethics, UDAAP, and Responsible Sales Conduct Page
• Select section Module 5. Communication, Trust, and Professional Presence

  Collapse Expand

  Module 5. Communication, Trust, and Professional Presence

  Build trust through clear, calm, customer-friendly communication that helps the customer understand both value and limitations.

  • Select activity Module 5. Communication, Trust, and Professional Presence

    

    Module 5. Communication, Trust, and Professional Presence Page
• Select section Module 6. Presenting the Right Banking Solution

  Collapse Expand

  Module 6. Presenting the Right Banking Solution

  Present product recommendations as informed advice tied to the customer's needs, not as a script or pressure tactic.

  • Select activity Module 6. Presenting the Right Banking Solution

    

    Module 6. Presenting the Right Banking Solution Page
• Select section Module 7. Objection Handling and Closing Without Pressure

  Collapse Expand

  Module 7. Objection Handling and Closing Without Pressure

  Handle objections professionally and move toward a clear, informed close without pressure, manipulation, or shortcut behaviour.

  • Select activity Module 7. Objection Handling and Closing Without Pressure

    

    Module 7. Objection Handling and Closing Without Pressure Page
• Select section Module 8. Account Opening, Consent, and Documentation

  Collapse Expand

  Module 8. Account Opening, Consent, and Documentation

  Complete bank sales correctly through proper identification, authorization, consent, and accurate operational records.

  • Select activity Module 8. Account Opening, Consent, and Documentation

    

    Module 8. Account Opening, Consent, and Documentation Page
• Select section Module 9. Credit Sales, Fair Lending, and Adverse Action Basics

  Collapse Expand

  Module 9. Credit Sales, Fair Lending, and Adverse Action Basics

  Understand the extra guardrails around credit sales, fair treatment, steering risk, and adverse action communication.

  • Select activity Module 9. Credit Sales, Fair Lending, and Adverse Action Basics

    

    Module 9. Credit Sales, Fair Lending, and Adverse Action Basics Page
• Select section Module 10. CRM, Follow-Up, and Relationship Growth

  Collapse Expand

  Module 10. CRM, Follow-Up, and Relationship Growth

  Use customer data and relevant follow-up to support relationship growth without turning cross-sell into pressure.

  • Select activity Module 10. CRM, Follow-Up, and Relationship Growth

    

    Module 10. CRM, Follow-Up, and Relationship Growth Page
• Select section Module 11. Complaint Handling, Recovery, and Retention

  Collapse Expand

  Module 11. Complaint Handling, Recovery, and Retention

  Respond to complaints professionally and use service recovery to protect trust, retention, and sales quality.

  • Select activity Module 11. Complaint Handling, Recovery, and Retention

    

    Module 11. Complaint Handling, Recovery, and Retention Page
• Select section Module 12. Integrated Sales Scenarios and Final Readiness Review

  Collapse Expand

  Module 12. Integrated Sales Scenarios and Final Readiness Review

  Bring together discovery, product matching, compliance, documentation, and complaint prevention through realistic bank sales situations.

  • Select activity Module 12. Integrated Sales Scenarios and Final Readiness Review

    

    Module 12. Integrated Sales Scenarios and Final Readiness Review Page