The Credit Union Sales Intensive Workshop is designed for leaders and trainers of your credit union. We encourage your credit union to send any employee who is responsible for leading sales and training employees. This would include:
- Branch, lending, and contact center managers
- Regional and senior sales leaders
- Training and development professionals
- Event marketing managers/professionals
The Credit Union Sales Intensive Workshop is a three-day event that provides you what your team needs to lead and execute a sales initiative at your credit union. Here is what is covered each day to help with that:
Day 1: 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 commitment and schedule follow-up. Learn to sell by managing objections.
Day 2: 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.
Day 3: Transformational Leadership
Lean the fours steps of an effective coaching model and how to develop rather than react to employee sales performance. Discover the simple patterns established in days one and two and how to use them to observe and assess employee performance. Build a development plan for employee sales success and learn how to use it for coaching and accountability.
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.
Registration for this event costs $649 for Association members.
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 6 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(TM) 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.
