Training Your Staff on Products and Services

Your employees need to understand the products and services your bank offers.

Recorded Thursday,
July 20th, 2023
Presented by Bobbi McVey-Blath
1h 30m total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Deposit Accounts
  • Lending
  • Management/Employee Development
  • Sales
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • New Accounts Representative
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Teller
  • Trainer

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The only way to create loyal trusting customers is to create confident employees. Every product and service has features and benefits, creating fun and engaging content that helps your employees to learn more about them is a key to success.

What You'll Learn

  • How to create short and engaging content for each product & service
  • Creating situational awareness for when the need arises for a customer
  • Developing a leaders guide and handout tools

Who Should Attend

Anyone responsible for educating employees or product developers.

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.