- Teller Referral Conversation Observation Guide
- Teller Referrals Job Aid
- Teller Referrals Coaching Job Aid
Teller Referrals
Tellers have a key responsibility to execute operational excellence, balancing, security, and other fiduciary responsibilities. These frontline associates come in contact with more clients than all other bank employees combined. Their regular conversations create numerous “seed planting” opportunities. Teller Referrals introduces practical referral skills and numerous practice opportunities, all the while eliminating the need to push products or to memorize scripts.
Audience:
- Tellers and their coaches
Time Frame:
- One-day classroom module
Prerequisites:
- None