Bank and Credit Union Customer Service Training Programs
Do you need to jump start the service and sales efforts of your bank? Bank customer service trainer and bank sales trainer Teresa Allen is the perfect selection when you need bank training expertise and you want a fun and interactive bank training session for your staff that will lead to immediate and significant results!
Customer Conflict: Opportunity Knocks!
Customer Conflict can signal the end of your relationship with a customer or the beginning of an even stronger relationship! In this highly interactive bank training program using music and role plays, Teresa shows participants how to:
- Differentiate between Institutional and Transactional Bank Complaints
- Respond to Varied Levels of Bank Customer Anger
- Handle Bank Complaints Originating from Bank Customer Error, Policies, and Regulations
- Avoid Bank Customer Conflict by Catering to Varied Customer Personalities
Making Lasting Customer First Impressions
First impressions are the life blood of the bank. This entertaining and informative seminar opens with a skit titled 'Once IS Enough' starring your staff! Participants will learn how to:
- Make Customers Feel Welcome
- Avoid Bank Lingo
- Recognize Sales Opportunities
- Project a Positive Attitude
- Establish Rapport
- Provide Lagniappe Service
Telephone Skills Training
Telephone contact with bank and credit union customers is on the rise. Participants will learn valuable telephone skills:
- Effective Greetings
- Speaking Clearly and Concisely
- Questioning Skills
- Listening Skills
- Handling Telephone Conflict
- Recognize Sales Opportunities
Healthcare Keynote
The Prescription Rx for Service!
Does your patient service need a booster shot?
From the provider perspective, patient service is a demanding job. From the patient's side, dealing with the health related issues is often considered a necessary evil! To excel in patient service, healthcare professionals must find a balance between meeting all the demands of a paper and liability intensive profession with the compassion that every patient desires and deserves.
THE PRESCRIPTION Rx for SERVICE program will help your healthcare providers to navigate the sometimes rocky road of patient service to reach the destination of not only satisfied patients but loyal ones who will grow your practice and your business through referrals to friends, family members, and colleagues.
This dynamic, interactive healthcare customer service training program was developed by Teresa Allen, a nationally recognized expert in the field of customer service. She sought the input of many nurses and healthcare administrators to insure that program participants are able to immediately see results through a higher level of patient service! This program can be delivered as a healthcare keynote presentation or as a customized healthcare customer service training program for your staff large or small.
Program participants will leave with:
- A Renewed Positive Attitude about Patient Service
- Better Connections with Patients, Family Members, Physicians, and Insurers
- Specific Tools on How to 'Say it Better'
- Renewed Confidence in Handling Varied Patient Personalities
- The Good, The Bad, and the Ugly: Insights on Your Patient Survey Data
Common Sense Customer Service
Profiting from Common Sense Service
DOES YOUR GROUP NEED A COMMON SENSE SERVICE WAKE-UP CALL ?
Nationally recognized customer service expert, Teresa Allen will take you on a wild ride through true close encounters on the front lines of business. Each has a strong and specific message for the service we offer to customers on a daily basis. Participants will leave with a new understanding of how each and every customer encounter hits the bottom line.
Teresa will interview your key contacts and will incorporate their own stories to make your stars shine in this intriquing and entertaining presentation.
Her Common Sense Service: Close Encounters on the Front Lines book is the perfect companion to keep the message alive in your organization. Teresa will be happy to stay for a book signing, creating a special memory for program attendees. This program can be presented in a keynote format or in an expanded session with interactive exercises tailored to your industry/group.
Making Lasting First Impressions
First Impressions are the life blood of the customer service of any organization. Teresa will customize this highly interactive customer service training program to your industry and daily interactions of service personnel.
Program will focus on:
- Effective Greetings
- Saying it Better
- Concise, Courteous Customer Communication
- Asking Questions to Determine Customer Needs
- Cross Sell Opportunities
- Handling Varied Personalities
- ...and more!
Customer Conflict: Opportunity Knocks!
Customer conflict can signal the end of a customer relationship or the beginning of an even stronger customer relationship. In this highly interactive customer service training program customized to your industry and organization, Teresa will bring the confidence and customer service skills necessary to handle any customer conflict situation or difficult customer close encounter.
This customer service training or keynote presentation will focus on the following areas:
- Handling customer emotions
- Focusing on the facts of the customer service conflict
- 3 Sources of Customer Conflict
- 3 Levels of Customer Anger
- Institutional Complaints vs. Transactional Complaints
- Dealing with Varied Customer Personalities
Common Sense Communication
Common Sense Communication: Who am I, Who are YOU?
In this fascinating program perfect for a concurrent session at your conference, Teresa guides participants through a very brief yet surprisingly accurate communication style inventory. Each participant plots their results on a graph and Teresa then shares with them what their personal graph means about their own unique communication style.
Participants then learn how their unique communication style impacts communication and relationships with customers, prospects, co-workers, and suppliers. Each participant is given a complete set of blank materials to take this meaningful program back to their staff. Participants brainstorm during the session on how to use information 'back at the office'!
Common Sense Selling
The Art of Asking Question: Your Key to Selling
What separates an average salesperson from a star? The ability to ask the right questions and determine the specific needs of the client will send sales figures soaring. Teresa will engage your participants in this sales keynote or sales training as she demonstrates how to structure the sales efforts through the eyes of the buyer.
Does your sales staff simply take orders or do they delve deep into the client business and psyche?
In this dynamic sales training or sales keynote, Teresa will show that by asking the right questions, a salesperson will not only be able to win the sale, but will be able to develop the account and cross sell additional products and services.
A star salesperson for over 15 years prior to launching her training business, sales speaker Teresa Allen will share her recipe for success in sales that she says is “simple” but not “easy”. It requires discipline and a system for asking the right questions, follow-up, and follow through.
Some of the topics which can be covered in this highly interactive program include:
- Develop an “Elevator” Speech that Generates High Interest
- Understand Varied Client Personalities
- Ask the Right Questions: How to Take your Prospect from Pain to Gain
- Match Benefit Statements to Specific Client Types
- Use Minimizing and Maximizing Techniques to Handle Objections
- Close the Sale with a Dynamic Call to Action
Teresa also often works with groups where participants are not in a 'traditional' sales position, yet they need sales training to build success. Teresa's strength is customizing the sales keynote or sales training to your business type and skill level of your staff! She includes several conference calls to make sure that the sales program in on target for your organization!
Common Sense Life Balance
Hanging On By Our Fingernails
Do you ever feel like you are barely hanging on in a stressed out life and world? Women today have to juggle dozens of responsibilities without dropping the ball! Teresa takes a humorous and journey through our lives as women sure to touch the hearts and minds of your participants.
This program is perfect for a women's conference opening or closing or can be structured as a light moment in a meal setting. Join her as she shows you how "you might be hanging on by your fingernails if...."!
Having the Time of Your Life
What are you doing with the TIME in your life? If you aren't consciously planning for the TIME in your life, you can't have the TIME OF YOUR LIFE!! Join Teresa as she paves the way for you to delve deeper into your plan for your life; your success journey! The program looks at life through the advice given when you were young to Stop, Look, and Listen.
Instead of just marking time in their personal and professional life, Teresa encourages listeners to use the thousands of heartbeats every single day to make a mark on the world in which we all live in this highly motivational speech.
Perfect for a conference opening, closing, or mealtime, this life balance speech will leave participants will leave energized and excited about the possibilities for their life if they make the choice to use their most precious asset wisely - their TIME!
Common Sense Presentation Skills
Adding L.I.F.E. to Your Meetings
Are the chapters of your association looking for ways to spice up their meetings? This fun, hands-on workshop is perfect for chapter leaders looking to build the energy in monthly meetings.
Teresa Allen will wow the group with low cost, high impact strategies to jump start not only the meeting but membership growth. Call today to see how this program can fit in your conference.