We’re a leading provider of training workshops designed specifically for your credit union to help your sales employees start capturing the opportunities your members are providing with every interaction. The training is interactive, fun, and effective. It leaves your employees excited and confident about helping capture the member’s needs and business for the credit union.
Our Most Popular Training Workshops
Credit Union Sales Intensive
What it the Credit Union Intensive Workshop?
The Credit Union Sales Intensive is an online (for now) training that teaches of the basics of the SalesCU training program. This workshop will not only help your employees see the vision of service-based sales but also understand the simple SURPASS process to remember the steps in how to properly help your members. This is a three-day training that lays the foundation for creating a better sales and service-based culture by teaching the skills and mindset needed to lead a successful team. We can also do a dedicated training just for your credit union if you are ready to implement something credit union wide. Book a free appointment with Nick if you are interested in learning what that would look like for your credit union.
Transactor Sales Success Worshop
What is the Transactor Sales Success Workshop?
Upgrade the quality of sales and service your branch employees offer through this hands on, real to life sales training that will send your employees back to the branch with some actual skills they can implement right away. This training is designed to deepen member relationships, and increase product penetration all while maintaining the integrity of serving of the member first. Your employees will learn:
- SURPASS Sales Process
- How to conduct an effective member interview
- Cross-selling and Upselling
- Product Mapping
- Loan Recapture
- and much more!
Lender Sales Success Workshop
What is the Lender Sales Success Workshop?
Outbound Call Center Workshop
What is the Outbound Call Center Workshop?
- Leadership strategy sessions
- Lead source identification and effective implementation
- In person training for the outbound agents or employees
- In person call shadowing and one on one coaching
- Scripts and processes to follow
If your credit union is lacking results, or is planning to create an outbound sales department or initiative, your credit union needs this training. Contact Nick today to discuss the possibilities for your credit union.
What are credit unions saying about SalesCU’s Credit Union Sales Training and Leadership Coaching?