Experience the three-day online workshop that will transform your service culture from ORDER TAKER to VALUE CREATOR—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)

 

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Kathryn Dame
VP-Branch Administration, Jeanne D'Arc Credit Union
{The workshop aligns perfectly with our credit union’s mission of “helping members make smart financial choices.”  The team is already more confident in educating the members about our products and services and helping them achieve their financial goals.{
5
Sue Beaubien
Vice President – Retail Services, Bellwether Community Credit Union
{Sales CU pledged to deliver customized sales techniques and sales management tools to our team members, and Sales CU has kept that promise.  The program has 100% engagement from our sales managers and increased sales activities from our retail teams.{
5
Betty Jo Elliott
Sales & Marketing Coordinator, CCUFC
{I had amazing time and learned so much from this training.  All the worksheets and calculators are going to help me as loan officer and help develop our lending team. The only thing I could say, “I wish it was longer.”{
5
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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.{
5
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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!{
5
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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.{
5
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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.{
5
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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.{
5
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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.{
5
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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.{
5

Workshop Outline:

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.
Learning objectives:
  • 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.
Learning objectives:
  • Manage sales objections
  • Effective member interviews
  • Cross-selling core products and services
  • Up-selling ancillary products and services 
  • Loan recapture
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:
1. Shadowing
2. Debriefing
3. One-on-one

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.

What you get with your intensive registration:

  • Access to 2-day or 3-day workshop
  • Follow up coaching emails
  • 6-month access to 14 of our SalesCU Online Courses
  • Physical workbook(s)
  • SURPASS Training card

2-Day Frontline Pricing: $699   $474

3-Day  Leadership Pricing: $999 $699

Assuming the credit union sends three employees for a total investment of $2,097 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.

Meet our trainers:

Nick Brown

President and CEO of SalesCU

  Sharing his 22+ years of credit union sales and leadership experience.

Jake Warnick

Master Trainer

22+ years of professional sales and training experience

Schedule

Only 35 seats available per event. Hosted virtually through Zoom Meetings.

 February 14-16, 2023

10:30 am – 3:00 pm (CT)

Registration closes 2/3/23

March 21-23, 2023

10:30 am – 3:00 pm (CT)

Registration closes 3/10/23

May 16-18 2023

10:30 am – 3:00 pm (CT)

Registration closes 5/5/23

September 12-14, 2023

10:30 am – 3:00 pm (CT)

Registration closes 9/1/23

Oct 31-Nov 2, 2023

10:30 am – 3:00 pm (CT)

Registration closes 10/20/23

 MEET OUR PARTNERS: