Experience the three-day online workshop that will transform the way you train employees to sell at your credit union—and amplify product penetration.

3 Essential elements that will be covered in the workshop:

Competent sales training built for your credit union

Employees empowered with the sales mindset, processes and skills needed to sell

Leadership expertise to coach and mentor their sales teams to peak performance


In the workshop we will redefine how to best serve member needs and instill a new perspective on the credit union team member’s role. Your team will have the permission and confidence to better serve members’ needs. 

Tools:  The Credit Union Sales Mindset & The SURPASS Sales Process

Employees will learn how to quickly engage members in value-adding sales discussions. More members will receive products and services that fit their needs. Product penetration deepens for the credit union.

Tools: Relationship Mapping & The Simple Offer Conversation Approach

Get started right away using an effective and proven training program created by an expert with 20+ years of credit union sales experience. Your team will quickly become experts by learning to sell products with approaches that work.

Tools: Online access to the workshop & SalesCU Online Training Program

The Credit Union Sales Intensive is designed to provide the essential sales mindset, processes, and skills for all member-facing employees at your credit union. Send all of your sales leadership team and trainers to gain the tools necessary to build and support a sales program internally that will move the entire organization forward and create more value for your members.  

Tools: Transformational Leadership Training & SalesCU Coaching Calls

At SalesCU we understand that continued support and learning will be required  to build a sales program after the Intensive Workshop. You can get access to the SalesCU Online Sales Training Courses and follow-up coaching calls to assist with the unique questions, challenges, and needs of your credit union.

Tools: 4 step Coaching Formula, Online courses (add-on) & SalesCU coaching calls (add-on)


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Amanda Lewis
Member Service Manager, Bellwether Community Credit Union
{You're such a fantastic instructor. I learned so much from you, and even took away a few instructor best practices. Thank you.{
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Meaghan Baker
Branch Manager, Eagle One FCU
{This is a fantastic workshop! I learned so much more than I expected. It doesn't drag on like other workshops. Nick does a wonderful job of keeping everyone engaged and making everyone feel comfortable and the workshop is packed with great information that naturally flows!{
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Daniela Nicely
Office Manager, Altra Federal Credit Union
{This was one of the best sales trainings I’ve had in many years.{
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Eric Jones
CEO, Municipal Employees Credit Union of OKC
{[The Credit Union Sales Intensive Workshop helped me in] creating and sustaining a sales/experience culture.{
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Fatima Izatt
Director of Operations, Holy Rosary Credit Union
{It provided great worksheets as a resource to immediately put the training into action.{
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Ashley W.
Assistant Branch Manager/Loan, R-G Federal Credit Union
{I feel that my individual sales results will improve much more since this workshop and am excited to put all the training in my everyday work life.{
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Kelli Jo Gervy
Financial Services Representative, United Consumers Credit Union
{I really enjoyed the training as it was. I wouldn't improve any of it. It was very informational, fun, and I took a lot out of it on what I need to improve on to better serve my members.{
Jeremy Stauffacher
VP of Sales & Service, Heartland Credit Union
{The workshop provided material, content and ideas to help in our team and one-on-one sales meetings. It will play a role in keeping us focused and consistent in our discovery and delivery. It was nice to not have the virtual nature of the workshop prevent the interactive component.{
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Mike Bishop
Trainer, Jordan Credit Union
{From a training and coaching perspective it was really helpful when trying to work with staff and try and see opportunities and get over their mindset when it comes to selling. We are really setting people up for success using the tools we were given.{
Scott Baker
Consumer Lender Manager, MTC Federal Credit Union
{It may seem simple but most times simple is better. I just think it’s a great way for any organization, especially a credit union who for decades has been trying to shift the service culture to a sales culture. It is something that is great as a stand-alone tool for smaller credit unions and credit unions that don’t have a sales culture and it’s absolutely wonderful as a supplement to any existing credit union program.{

Here are some of the credit unions, leagues and associations that have participated in the Intensive Workshop: