Live In-person or Online Training
Our Most Popular Training Workshops
Credit Union Sales Intensive
Lender Sales Success
Transactor Sales Success
Outbound Call Center
What is the SalesCU Success Kickoff 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.
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?