What is Advancing Member Connections?

Advancing Member Connections teaches branch bankers and managers how to prepare for and execute high-value, customer-focused follow-up meetings to strengthen and expand the personal banking relationship. , Advancing Customer Connections, which builds upon the skills taught in Building Customer Connections, begins with a short eLearning course that emphasizes the value in proactively meeting with customers to discuss their needs and explore their overall financial picture. Upon completion of the eLearning course, participants are eligible to attend the one-day Advancing Customer Connections: Skills Application Lab, a facilitated session where they’re able to devote their time to intensive practice. , Advancing Member Connections, a credit union-focused version of this course, is also available.

Who is taking this course?

Branch managers , Branch bankers , Personal bankers , Sales and service associates who have completed Building Customer Connections

Advancing Customer Connections Course

Register for the Course

There are no sessions currently scheduled

What is Advancing Customer Connections?

Advancing Customer Connections, which builds upon the skills taught in Building Member Connections, begins with a short eLearning course that emphasizes the value in proactively meeting with members to discuss their needs and explore their overall financial picture. Upon completion of the eLearning course, participants are eligible to attend the one-day Advancing Member Connections: Skills Application Lab, a facilitated session where they’re able to devote their time to intensive practice.

What will you learn by taking this course?

Use planning tools to prepare for follow-up meetings with customers
Ask high-impact questions to identify the customer's immediate and emerging financial needs, current financial relationships and future financial needs
Recommend solutions that meet the customer’s specific needs
Establish deeper connections with customers, strengthening their relationship with the financial institution

Product Brochure

Download