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Selling in the Teller Line: Using the BRIGHT Approach

Discover how to elevate customer interactions with the BRIGHT approach! This 90-minute webinar equips tellers with practical tools to confidently connect with customers, identify their needs, and recommend personalized solutions that benefit both the customer and the institution.

Upcoming
Wednesday, April 23rd, 2025
1:30 pm - 3:00 pm
Presented by Bobbi McVey-Blath
1.5 SHRM-CP Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Risk Management/Legal
  • Trainer

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Through real-world examples and practical case studies, participants will see how to apply the BRIGHT approach in customer interactions, focusing on key techniques such as listening for clues, making effective recommendations, and confidently closing conversations. These scenarios will provide actionable insights that attendees can immediately implement in their roles. This session is perfect for tellers and frontline staff looking to make a meaningful impact.

What You'll Learn

  • The BRIGHT approach: a simple, memorable framework for successful customer interactions
  • How to confidently greet customers and create a welcoming experience
  • Techniques for reviewing customer information and observing key clues
  • How to ask the right questions to uncover customer needs
  • The difference between features and benefits – and how to highlight what matters
  • Steps to make personalized recommendations and close conversations effectively
  • Real-world examples to bring concepts to life

Who Should Attend

This session is ideal for tellers, frontline staff, and supervisors who want to improve customer interactions, enhance their recommendation skills, and contribute to the success of their institution through exceptional service. Whether new to the role or experienced, participants will gain practical tools they can immediately implement at their stations.


Bobbi McVey-Blath

Instructor Bio

As a Certified Professional in Training Management (CPTM™), Bobbi works with an array of banking staff to ensure the training is aligned with the company's initiatives. Having worked in the banking field for over 25 years, Bobbi has had the opportunity to create curricula and facilitate to all levels, from onboarding to supervisor workshops & executive leadership. She is passionate about helping other trainers in her field and enjoys mentoring and coaching them.


Continuing Education Credit Information

Selling in the Teller Line: Using the BRIGHT Approach has been approved for 1.5 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.