About Us | Your Customized BTI Product Manual

Every customer that calls or walks into your bank represents an opportunity for your institution to be of greater service. Make sure your employees know how to explain and recommend the most appropriate products possible!

This tool is a resource for the financial institution who wants to go beyond marketing brochures to educate and enhance the effectiveness of staff and management. The BTI Product Manual is a package that allows bank management to continually train and update employees regarding all existing and new bank products and services.

Each product manual content is designed especially for your bank. Using a standardized template, BTI will work with your organization to create Product Profiles designed especially for your staff in the language and culture of your Bank. We provide a resource tool that consistently reinforces information developed from your sales and service training modules.

Each product page in the manual will include facts about the product, it's features and benefits, "one liners" for selling the product, a description of possible prospects, cross sell opportunities and a list of what is needed to complete the transaction. A sample from a product manual is included in this brochure packet.

Some of the product profiles in your product manual might include:

Checking Services

Personal Checking
Business Analysis Checking
Tiered NOW Checking
Money Market Account

Savings & IRA’s

Personal Savings
Business Savings
Certificates of Deposit
Individual Retirement Account

Personal Credit Products

Personal Credit Cards
Auto Loans
Overdraft Protection
Personal Line of Credit
Personal Loan
Home Equity Line of Credit
Home Equity Loan
Home Improvement Loans

Business Loans

Commercial Line of Credit
Commercial Term Loan
SBA Loans

Deposit Related Services

Personal Debit Card
ATM Card
Safe Deposit Box
Investment Services (non - FDIC products)
Telephone Banking
On-line Banking
Direct Deposit
Check Safekeeping

Real Estate Services

Home Mortgage Loan
Construction Loans
Escrow Services
Fund Control