Education & Events

Teller Training Series: Cross Selling: The Key to Accountholder Satisfaction & Retention

Mar 12, 2019
Program Overview: 

Tuesday, March 12, 2019, 3:00 - 4:30 pm

It is a proven fact that the more products and services accountholders own, the less likely they are to leave. With competition from both traditional and non-traditional sources increasing at exponential rates, it has never been more important to gain and retain satisfied accountholders.  Because of these and other market-driven factors, cross-selling must become a top priority.  However, cross-selling for the wrong reason can do more harm than good!  This webinar will provide tools to empower staff to cross-sell effectively and intelligently.  From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals

  • Cross selling: what it is, what it is not, and why it is a must!
  • “Accountholder advocate” approach to intelligent cross selling
  • Understanding accountholder needs and buying preferences
  • Positive impact of effective cross selling on long-term retention
  • Turning accountholders into your biggest fans – keys to gaining referrals through cross selling
    • Four foundational tools to build a successful cross-selling platform
    • L.I.E.N.T. system: easy step-by-step approach to keep cross selling efforts on track
    • Customizable script template to initiate successful cross selling conversations
    • Case study to help you determine and deliver personalized solutions
    • Employee training log
    • Quiz to measure staff learning and a separate answer key

    ABOUT THE PRESENTER – Tim Tivis, Pinnacle Training Group

    Tim Tivis is the CEO of Pinnacle Training Group, which specializes in sales, leadership, staff development, and performance training. With 30 years of business development experience, he has created businesses in financial services, organizational software, and training and consulting.

    Tim has received numerous sales and business awards and was the youngest president of The General Agents and Managers Association of West Texas.  In addition, Tim has authored three books, “Keep Your Eye on the Ball, Building Successful Business Relationships” “The Extraordinary Team Dynamic;” and “Unleash Your Entrepreneur Factor.”  Tim has worked with banks, credit unions, financial services providers, hospitals, school districts, and numerous entrepreneurs around the country.



    This informative session is designed for frontline staff, supervisors, service representatives, and business development personnel.














    Live Webinar
        $255.00 Single Location
        $150.00 Each Additional Location

    Recorded Webinar & Free Digital Download

    Premiere Package (Live & Recorded Webinar with Free Digital Download)

    Association Contact: 

    If you have any questions or need additional information, please contact Marcy Borden at 317-387-9380 or

    Cancellation Policy: 

    Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. If your bank is unable to participate after registering, you can select to purchase the on-demand presentation.

    Webinar Options: 

    1.  Live Webinar
    The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number & pass code that will allow entrance to the seminar. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast.  You will need the most current version of Adobe Reader available free at

    2.  Recorded Webinar & Free Digital Download
    Can’t attend the live webinar?  The recorded webinar & Free Digital web link is a recording of the live event, including audio, visuals, & handouts. We even provide the presenter’s email address so you may ask follow-up questions.  Approximately one week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.  

    LIMITED AVAILABILITY:  The Recorded Webinar & Free Digital Download web link may ONLY be ordered for 6 months following the webinar.

    3.  Both Live Webinar & Recorded Webinar & Free Digital Download
    Includes options 1 and 2 above

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