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Accessing Product Resources

Identifying a potential solution for a customer by asking the right questions and using the right resources is a great start. As Bankers, we can inform customers about what products are available to them and how these can meet their need.

Let’s take a look at how using your online resources can benefit the customer.

Click the ‘How resources can help’ button to learn what a Banker can offer.

How resources can help

  • Provide current and specific details on products and services, and help recommend the most suitable solution for a customer need.

Click 'Next' to continue.

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