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

BENEFITS OF THE INTENSIVE WORKSHOP:

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)

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.{

Fatima Izatt

Director of Operations, Holy Rosary Credit Union

{It provided great worksheets as a resource to immediately put the training into action.{

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.{

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.{

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.{

Jill Church

Vice President of Member Service, Archer Cooperative Credit Union

{The leadership and sales training really hit home and applied to our sales training, general culture and team building that we could implement throughout our organization.{

Lori

40-year CU Veteran, Archer Cooperative Credit Union

{I have been through and used a number of sales training programs over my years. This system is one of the best I have seen so far. It makes selling easy and it clearly communicates how to sell in a way that is good for the member and the credit union.{

Vicki Loveless

Vice President, Beacon Federal Credit Union-TX

{This training gave us the tools necessary to develop a sales and service culture within our credit union. Good team building for tools for staff in group settings and one on one coaching. Also, the workshop gave us the sales techniques that our staff need to be confident when assisting members with products.{

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

Who should attend?

Regional leaders
Department leaders
Branch team leads
Contact center team leads
Managers
Assistant managers
Trainers

Assuming the credit union sends three employees for a total investment of $2,400, the credit union only needs to increase sales in ONE of these categories:

13 additional checking accounts
$180,000 more in deposits
$90,000 more in recaptured loans
17 additional assurance products
12 additional active credit cards

It’s expected each attendee will sell each of the above TWICE in the first year, returning 30x the investment.

Presented by:

Nick Brown

President and CEO of SalesCU

Sharing his 20+ years of credit union sales and leadership experience using practical and proven techniques and strategies that actually work in a credit union setting.

Workshop Schedule

Only 24 seats available per event.



Mar 9-11, 2021

10am-3pm (CT)

Registration Closed

2/26/21

$999 $799*

*early bird pricing register by

2/23/21



Apr 6-8, 2021

10am-3pm (CT)

Registration Closed

3/26/21

$999 $799*

*early bird pricing register by

3/23/21



May 4-6, 2021

10am-3pm (CT)

Registration Closed

4/30/21

$999 $699*

*early bird pricing register by

4/20/21



Aug 3-5, 2021

1pm-5pm (CT)

Registration Closes

7/23/21

$999 $799*

*early bird pricing register by

7/20/21



Oct 5-7, 2021

10am-3pm (CT)

Registration Closes

9/24/21

$999 $799*

*early bird pricing register by

9/21/21

League and Association Workshop Schedule

You can only register if you are a member of the organization.



Cooperative Credit Union Association

Mar 30-Apr 1, 2021



Heartland Credit Union Association

Apr 27-29, 2021



Cornerstone Credit Union League

Sep 14-16, 2021

Still have questions? Click the link to schedule a time to talk with Nick about the workshop.

SCHEDULE A CALL

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:

BENEFITS OF THE INTENSIVE WORKSHOP:

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

Who should attend?

Assuming the credit union sends three employees for a total investment of $2,400, the credit union only needs to increase sales in ONE of these categories:

13 additional checking accounts

$180,000 more in deposits

$90,000 more in recaptured loans

17 additional assurance products

12 additional active credit cards

It’s expected each attendee will sell each of the above TWICE in the first year, returning 30x the investment.

Presented by:

Nick Brown

President and CEO of SalesCU

Sharing his 20+ years of credit union sales and leadership experience using practical and proven techniques and strategies that actually work in a credit union setting.

Workshop Schedule

Only 24 seats available per event.

10am-3pm (CT)

Registration Closed

2/26/21

$999 $799*

*early bird pricing register by

2/23/21

10am-3pm (CT)

Registration Closed

3/26/21

$999 $799*

*early bird pricing register by

3/23/21

10am-3pm (CT)

Registration Closed

4/30/21

$999 $699*

*early bird pricing register by

4/20/21

1pm-5pm (CT)

Registration Closes

7/23/21

$999 $799*

*early bird pricing register by

7/20/21

10am-3pm (CT)

Registration Closes

9/24/21

$999 $799*

*early bird pricing register by

9/21/21

League and Association Workshop Schedule

You can only register if you are a member of the organization.

Still have questions? Click the link to schedule a time to talk with Nick about the workshop.