Continuing Education quiz.

PositionBrief article

The Continuing Education quiz in ABA Bank Marketing and Sales magazine provides up to 10 continuing education credits per year to Certified Financial Marketing Professionals (CFMPs). Each quiz consists of 10 questions taken from the articles in each issue and have been preapproved by the ICB for 1.0 credit per quiz. You must correctly answer seven out of the 10 questions to receive the credit.

To take the quiz, please go to www.icbmembers.org, login and click on "Continuing Education Quizzes (ABA Bank Marketing and Sales magazine)" located on the left-hand side of the page. Once you have completed the quiz, you will receive immediate notification of the results, which can be printed and saved for your records. Quiz credits are automatically uploaded to your record and will show under "My Continuing Education Credits" within 48 hours. If you have any questions, contact ICB's Continuing Education Manager at icb@aba.com.

Cross-Selling on Mobile

By Walt Albro

  1. Cross-sell messages to mobile customers should be all of the following EXCEPT:

    1. A hard sell.

    2. Delivered at the right time.

    3. Broadcast on the right channel.

    4. Customized.

  2. Messages delivered pre-login are:

    1. More product focused.

    2. Less targeted.

    3. More frequently video.

    4. Less instructional.

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    By Jim Schneider and Coral Eby

  3. A simple way to gain sales from tellers and contact center representatives is to have them:

    1. Undergo a sales training course.

    2. Meet sales quotas.

    3. Ask each customer a few questions.

    4. Receive cash incentives for every cross-sell made.

  4. No amount of training or incentive compensation will drive great selling if:

    1. Your frontline staff are not familiar with product/service features.

    2. You're staffed with low producers.

    3. You are not using generic personality testing.

    4. Your sales people are not being coached adequately.

  5. The success of new employees drops dramatically after 90 days unless they:

    1. Receive a demanding sales-orientation process.

    2. Get mentoring from more experienced salespeople.

    3. Begin receiving financial incentives.

    4. Receive strong support from the marketing department.

    Is Public Relations Obsolete?

    By Merrie Spaeth

  6. Today, customers want to be engaged in a manner that.

    1. Uses high technology.

    2. Is interactive.

    3. Is fact-based.

    4. Is well documented.

  7. Your stories about your bank's products and services need to be very specific and also include:

    1. A bank employee delivering the strategic message.

    2. A...

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