Continuing education quiz: certified financial marketing professional.

• Position: CFMP

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 directly 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.

Gaining Sales Agility

By Jill Konrad?

1. What potential customers want today is a bank:

   1. That explains all the details of its products and services.

   2. That offers low rates and fees.

   3. With a minimum of fuss and interaction with the customers.

   4. That has highly knowledgeable human resources.

2. The best way to get started on an agile learning project is:

   1. Do a lot of reading.

   2. Get a 30,000-foot view of the topic.

   3. Do a quick dump: listing all your questions and concerns.

   4. Get a list of experts or knowledgeable colleagues.

3. When you know what to learn, the next step is to:

   1. Figure out what you need to know first

   2. Divide information into folders by subcategory.

   3. Talk to experts and compile a list of relevant articles.

   4. Search the Internet and go to the library.

   Customer-Centric Now!

   By Lance Kessler

4. A customer-centric model involves all of the following EXCEPT:

   1. Using some form of customer segmentation.

   2. Knowing and understanding the marketplace.

   3. Treating different customers differently.

   4. Providing the maximum amount of digital engagement with customers.

5. In moving beyond the branch-centric approach, the bank needs to ensure that it:

   1. Provides stability while promoting change.

   2. Makes change as rapidly as possible regardless of other concerns.

   3. Makes change in a restrained way to avoid damaging the existing branch-centric system.

   4. Finds a way to keep the branch-centric system functioning.

6. The result of repositioning the branch-centric approach should be:

   1. Elimination of the branch system.

      ...