UPDATED Financial Industry Essentials Module 10: Sales & Service

September 2, 2025

Community financial institutions are unique because they truly know their accountholders and borrowers.

Each institution provides valuable products and services to the community. This segment will detail best practices for understanding the needs of accountholders and borrowers. It will detail the importance of knowing the features and benefits of the products and services you offer and how those can be matched with the needs of consumers and commercial entities. Learn how to build trust and provide the elite level of service for which community institutions are known.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

Presented By

Dawn KincaidDawn Kincaid
Brode Consulting Services, Inc.
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