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Bank Policies & Procedures: Cross-Selling Products/Services (PLM-203)

Bank Policies & Procedures: Cross-Selling Products/Services (PLM-203)

Price:

$350.00 - Bank Policies & Procedures: Cross-Selling Products/Services - Non-Member

$315.00 - Bank Policies & Procedures: Cross-Selling Products/Services - Member

Description
May be used as a freestanding policy or incorporated into your bank's broader-coverage marketing policy. Covers responsibilities for administering and overseeing the cross-selling program, participation and involvement, access and use of customer data for prospecting, compensation and incentives, elements for effective training and coaching, and quality assurance.
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