Day One: Sales Foundation
On day one we will learn the foundational principles of selling to credit union members and the credit union philosophy. We will build clarity on the essential elements of a successful and consistent sales approach. This includes the sales mindset, processes, and skills necessary for selling in a natural and member-centric way.
Identify member needs and how to have a conversation
Uncover needs and motivations by asking questions
Align products and service to meet member needs
Gain proper and effective commitments
Day Two: Advanced Sales Skills
On day two, attendees will learn what it takes to sell the full product line and craft primary financial relationships with their members. Attendees will also discover how to use foundational sales principles and how to apply them to advanced sales opportunities.
Manage sales objections
Effective member interviews
Cross-selling core products and services
Up-selling ancillary products and services
Day Three: Transformational Leadership
The final day of the Credit Union Sales Intensive is designed with the sales leader or coach in mind. Leaders will learn how to identify employee coaching needs, develop an individual development plan to address them, and how to coach using one of three coaching models. Additionally, leaders will learn about the three coaching opportunities and how they should be used to continuously develop their teams. Those three coaching opportunities are:
The content will include products and services that credit unions offer, scenarios, and examples that employees can relate to and information to assist credit union employees with targeting sales opportunities.
Who should attend?
- Regional leaders
- Department leaders
- Branch team leads
- Contact center team leads
- Assistant managers
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.
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.
Only 24 seats available per event.
Feb 1-3, 2022
Mar 8-10, 2022
Apr 5-7, 2022
May 3-5, 2022
League and Association Workshop Schedule
You can only register if you are a member of the organization.
CrossState, Vermont, Cooperative Credit Union Associations
Feb 15-16, 2022
Minnesota, Montana, Wisconsin Credit Union Networks and League
Jul 26-28, 2022
Heartland Credit Union Association
Nov 1-3, 2022