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Global Bankers Institute Solutions

BEST!  Platform Sales Training

BEST! Platform Sales Training Builds Excellent Platform Sales Professionals Who Achieve The Bank's Business Goals

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Platform Sales Professionals: The Foundation of Branch Sales

The Bank's branch sales goals rest solely on the shoulders of the platform sales professionals. Successful banks have platform sales professionals who are trained to identify opportunities and needs for both new and existing customers, as well as follow a proven sales process through closing and maintaining quality service that allows them to meet and exceed the Bank's goals.

The BEST! Platform Sales Training Program

Based on global best practices in platform sales training, the BEST! Platform Sales Training Program provides your platform sales professionals with the knowledge and skills they need to be the best they can be. Comprehensive training on all job responsibilities includes:

  • Introduction to Banking Training
  • Roles and Responsibilities of Platform Sales Professionals
  • Detailed Products and Services Training
  • Accounting Opening, Inquiry and Other Platform Transactions Training
  • Customer Service and Sales Training
  • Sales and Relationship Management Training
  • Platform Sales Compliance, Security and Risk Training

The BEST! Platform Sales Training Program may be deployed as an eLearning, classroom or blended program, with comprehensive skill development using case studies, activities, role-plays, evaluation and testing, and final platform sales certification followed by in-branch mentoring and ongoing OJT. The program is completely customizable with the Bank's products, policies, procedures and systems, or it can be deployed as off-the-shelf training.

To learn more about how your bank can maximize the potential of its Platform, click here.


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BEST! Platform Sales Training