Gain instant access to these two courses.
Help your team apply SURPASS more effectively in their member interactions.
Your credit union is a retail sales establishment and has a Sales Philosophy whether strategically created or not. In this course, you will learn that selling in the credit union way is not pushy or uncomfortable, but rather understanding and then serving the members’ true needs. This course should take you approximately 30 minutes to complete and is provided by SalesCU.
Chapter 1: The Credit Union Sales Culture
Chapter 2: Competing in a Commoditized Industry
Chapter 3: Sales the Credit Union Way
Chapter 4: SURPASS Sales Process
No sales program is complete without an effective sales process. In this course, you will learn the seven-step SURPASS Sales Process. This process will act as a guide to provide an exceptional experience in every member interaction and empower you to sell in a way that is natural and purpose-driven. This course should take approximately 60 minutes to complete and is provided by SalesCU.
Chapter 1: Smile and Greet
Chapter 2: Understand Needs, Wants, and Dreams
Chapter 3: Review Options and Solutions
Chapter 4: Proceed to Help
Chapter 5: Assess Other Opportunites
Chapter 6: Secure Commitments and Schedule Follow-up
“The SalesCU platform is easy to navigate, contains comprehensive and engaging course content and they’ve developed numerous learning programs and roadmaps to guide and support individual learner development. Our team was so impressed with the content and delivery, we elected to add additional live 1:1 coaching and support.”
-Matthew Benidt, Vice President of Retail Banking