Everything You Need to Train Your Customer Service Representatives Easily and Affordably.

Author: Cornelia Matthews
Format: 3-Ring Binder with CD

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Efficient, effective customer service representatives (CSRs) are a key element of your bank’s competitive efforts. And you’ve got to be sure they understand your policies, your products, and your operations to make things run right.

This manual is all you need to train these front-line people easily, effectively, and affordably. It's affordable enough to do with every CSR, and can be closely monitored and reinforced so you can be sure it’s really sinking in. It explains everything from customer service to bank secrecy, and all the pieces come in one convenient 3-ring binder:

• Supervisors can use the trainer’s guide to develop and implement an effective training program.
• Your CSRs learn what they need to know to sell your services and adhere to your bank’s policies and procedures.
• The CD with the CSR training manual, in the word processing software of your choice, enables you to quickly adapt the training manual to your specific needs and print copies for every CSR.
• Your CSRs will learn to sell and cross-sell your bank’s products and services more effectively, and to work better with current customers and new customers.
• The training also helps CSRs interact with your bank’s operations area more smoothly and ensures they understand your bank’s policies and procedures for staying in compliance with Truth in Savings, Reg CC, the Bank Secrecy Act, and more.

You might also be interested in:

• Model Teller Training Manual
• Bank Teller's Report
• Bankwide Sales Training Program: Building Customer-Focused Relationships
• Branch Administration Management Service

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