Advancing Customer Connections

Omega Performance
Training overview
1-2 hour eLearning, 1 day instructor-led lab
Next start date: Contact for info - Online

Course description

Advancing Customer Connections

Equip branch bankers and managers to prepare for and execute scheduled follow-up meetings that further advance customer relationships and deliver on your organization's promise of exceptional service. 

Advancing Customer Connections begins with a short eLearning course that emphasizes the value participants can bring to their customers by proactively scheduling time to discuss additional needs and explore their overall financial picture. Then, participants explore strategies for conducting a pre-meeting "confirmation call" to confirm the agenda and address any resistance the customer may have to an additionals in-person meeting. Finally, they learn approaches for a successful follow-ip meeting.

After participants successfully complete the eLearning course they are eligible to attend the Advancing Customer Connections: Skills Application Lab to practice and reinforce skills learned during eLearning.

Upon completion, participants will be able to:

  • Expand customer relationships
  • Demonstrate the behaviors that deepen connections with existing customers
  • Emplement planning tools to prepare for follow-up customer calls and meetings
  • Apply Omega Performance's Handling Objections model when faced with customer resistance to a follow-up meeting
  • Develop an action plan for on-the-job skill application and growth

Who should attend?

This course is for sales and service associates and their managers.

Training Content

Learning Topics:

  1. Deepending Customer Connections
  2. Follow-up Calling
  3. Follow-up Meeting Preparation

About Omega Performance

Omega Performance

Since 1976, Omega Performance has been the training partner of choice for financial service organizations worldwide, from community-based credit unions to international banks. Our clients choose our solutions because they are flexible, scalable, and—most importantly—effective. Whether you’re seeking training for...


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