Gain the essential knowledge and practical skills you need to effectively communicate the benefits of credit products, address customer concerns and build lasting relationships that contribute to customer loyalty and business growth.
During this course, you’ll cover a broad spectrum of topics, from the basics of credit and credit products to sales techniques and customer support strategies. You’ll also cover critical topics that will make you more able to inform and service the needs of your customers, from credit scores to reading a statement to security and rewards.
Whether you’re new to credit sales or refining your skills, this course offers valuable insights and practical exercises to help you excel.
Key Topics
- Fundamentals of credit
- What is credit?
- Credit card statements
- Credit scores
- Credit regulations
- Benefits of credit to consumers and businesses
- Types of credit card products
- The sales conversation
- Building customer relationships
- Needs exploration
- Matching needs to product benefits
- Addressing application issues
- Practicing your pitch
- Overcoming objections
- Explaining complex terms and conditions
- Closing and follow up
- Taking the application
- Setting expectations
- Next steps after application
- Card setup and activation
- Follow-up conversations
- Billing and payments
- Maximizing rewards and security features
Who should take this course
· This course is ideal for frontline bank employees who are responsible for offering, explaining and supporting credit products to customers.
Important notes:
- Access to this course begins at the time of purchase and lasts for 60 days.
- This course is eligible for a digital badge.