Training Workshops
Our Most Popular Training Workshops
SalesCU Kickoff
Lender Sales Success
Transactor Sales Success
Outbound Call Center
What is the SalesCU Success Kickoff Workshop?
What is the Lender Sales Success Workshop?
What is the Transactor Sales Success Workshop?
- SURPASS Sales Process
- How to conduct an effective member interview
- Cross-selling and Upselling
- Product Mapping
- Loan Recapture
- and much more!
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.
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 holistic training programs result in long-lasting behavior changes and measurable results. In fact, Brittany Anderson, Director of Sales and Marketing at a credit union who implemented our training said,
“The first month after Nick (of Credit Union Sales Training) trained our branch sales staff was great, the next month was exceptional. Every month since then has just gotten better and better. This past month was the best sales month we have ever had.”
What are credit unions saying about Credit Union Sales Training?