IN PARTNERSHIP WITH:
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)
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 $2,997 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.
3-Day Pricing: $999
Special League/Association membership price $649
Only 35 seats available per event. Hosted virtually through Zoom Meetings.
October 4-6, 2022
9:30 am – 2:00 pm (MST)
Registration closes 9/23/22