Tellers Drive to the Bottom Line

Cohen Brown Management Group

4/16/2025: Performance Results Network

Teleconference: Tellers Drive to the Bottom Line

Date: Wednesday, April 16, 2025

Duration: 1 Hour

The U.S. Department of Labor states that there were 350,300 tellers in 2023. Tellers are being trained to identify clients/members or prospects who might want to buy products and services. This session will focus on how to create awareness of products and services.

HIGHLIGHTS

  • Uncovering a client/member or prospect’s name during the interaction
  • Learning to identify client/member or prospect clues that allow tellers to create awareness of products or services using a Tag-On
  • Including financial benefits within tag-on scripting
  • Making a “warm” referral to the proper specialist

Who Should Attend: Tellers Drive to the Bottom Line will benefit tellers and those who manage and coach tellers.

Tellers Drive to the Bottom Line