The Credit Union Sales Intensive Workshop is designed for the frontline employees of your credit union. We encourage your credit union to send any employee that opens new accounts, processes loans, or any employee that trains in these functions.
The Credit Union Sales Intensive Workshop is a two-day event that provides what your team needs to lead and execute a sales initiative at your credit union.
Day One: Credit Union Sales Fundamentals
- Essentials of a sales mindset and understanding why we sell to members
- Learn to identify needs, start the conversation, ask great questions, sell F.B.A., and get solid commitments
- Use the If-Then process to get commitments and schedule follow-ups. Learn to sell by managing objections
Day Two: Advanced Sales Skills
- Learn the four goals of the member interview and how to uncover member needs, wants, and dreams
- Apply the fundamentals to selling checking, deposit and loan recapture, and assurance
products
Daily Schedule:
- Morning session: 10 a.m. – 12 p.m.
- Lunch: 12 p.m. – 1 p.m.
- Afternoon session: 1 p.m. – 3 p.m.
Assuming the credit union sends three employees for a total investment of $1,947, the credit union only needs to improve sales through leadership and training in one of these categories to see an ROI:
- 11 additional checking accounts
- $146,250 more in deposits
- $73,125 more in recaptured loans
- 14 additional assurance products
- 10 additional active credit cards
It’s expected each attendee will lead their team to achieving each of these levels of sales TWICE in the first year, returning 30x the investment.
Registration for this two-day event costs $499 for CrossState Credit Union Association members and $849 for non-members.
Register now.
This event is conducted virtually on Zoom. To make this workshop as effective as possible in a
virtual environment we ask all participants to join from a computer with permissions to join a Zoom Meeting, a camera, speakers, and microphone.
Download the Zoom Desktop Client app (preferred: use this link https://www.zoom.us/download) or join via web browser.
New to Zoom? We are happy to answer any questions you may have.
SalesCU’s founder Nick Brown became passionate about credit unions early on in his career working as a teller, trainer, and at an outbound call center. He spent the next 3 years on the phone perfecting his sales approach and proved to the credit union that sales are easy when you understand your member’s needs.
Eventually promoted to the manager and director of the outbound call center, Nick spent six years creating an amazing amount of success, with his processes being benchmarked for their outbound sales projections in their CEO Strategies program.
Once published, he started receiving requests from many credit unions on how to implement his strategies for their outbound teams. The SalesCU was born.
Today the SalesCU is being implemented in dozens of credit unions nationwide to help them serve their members needs at a higher level through sales. Credit unions are the future of financial services but there is so much opportunity missed each day due to lack of sales focus and strategy.
The SalesCU is the solution that credit unions need to become consumer’s first choice for their saving, checking, lending, insurance, business and investment needs.
Our hope is that you will join us and allow The SalesCU to come to your credit union and train your member services team to capture the opportunities your members present every day. Because, if you are not selling to your members you are not truly serving their financial needs.
View the workshop preview video from Nick below:
