3 Day For Sales Team Leaders – October 5 – 7


Online Event

3-day Online Intensive Workshop


Credit Union Sales Intensive


Credit unions are retail sales organizations. As such, they must compete for their member’s business. The best way to compete is to have a sales-enabled approach to member services.
This is defined as a way of connecting with members, engaging them in meaningful conversations to align solutions to their financial needs, wants, and dreams, and then capture the opportunity.
Credit unions must have employees who know how to sell in a way that adds value to the member, and leaders who are empowered to drive results through coaching and meaningful accountability.
This Credit Union Sales Intensive program will empower front line employees, leaders, and the training team with a complete set of skills, processes, and perspectives.

The experience


This Credit Union Sales Intensive is offered online.


The workshops provide an environment for increased learning retention and will be divided into three full days of sales training content. Credit Unions can choose to send employees to two days or all three days depending on their role.

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; and
  • 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;
Effectively interviewing members;
Selling ancillary products and services such as guaranteed asset protection (GAP), extended warranty, and payment protection; and
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 four coaching models. 
Additionally, leaders will learn about the three coaching opportunities and how they should be used to continuously develop their teams. Those four 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. 

Who Should Attend? 


Credit union professionals who touch any aspect of lending, including staff, managers, trainers, 
vice presidents, and C-suite executives. 

Schedule – Central Time 


10:00 a.m. – 12:00 p.m. Session with a 10-minute break 
12:00 p.m. – 1:00 p.m. Lunch break 
1:00 p.m. – 3:00 p.m. Session with a 10-minute break


3-day Intensive Workshop

Regular Price: $999.00 | Early Bird Price: $799*

2-day Intensive Workshop

Regular Price: $699.00 | Early Bird Price: $599*