Cross Selling       




To be competitive in today’s financial service market place, institutions are discovering that they must offer their customers a range of financial products and services. This module provides tellers with a general introduction to the variety of products and services offered by financial institutions.


1.5 Hour(s)


  • Explain the importance of building customer relationships by means of cross selling products and services.
  • Describe the features and benefits of a variety of products and services offered by financial institutions.
  • Interpret clues and identify customers' financial service needs.
  • Recommend products and services that meet customers' needs.

     50B1R4.1

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