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.

Lender, Teller and Outbound Call Center Training Workshops

Teller 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?

The Lender Sales Success Workshop is designed for employees who are trained to open new accounts and loan officers at the credit union. This workshop helps train employees in the member interview, and teaches them how to up-sell products and services as they serve the members who come into the credit union. They are also trained on how to get from yes to close with less sales falling though the cracks. Your lenders of the credit union will be empowered to improve their results and feel excited to better serve their members through serviced based sales.

Outbound Call Center Workshop
What is the Outbound Call Center Workshop?

This one-of-a-kind training is specifically designed to help credit unions create or make a successful outbound sales department or initiative. Creating a successful outbound sales department in the credit union industry can be tricky, and most fail without proper guidance and training. Nick is able to deliver this highly effective sales training in person. He will coach and train your employees so that they can immediately find more success in their efforts. You will not find another training program on the market specifically designed for this particular credit union’s needs. This training includes:

  • 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?

{Before working with SalesCU, our credit union struggled with inconsistent sales processes and missed opportunities to identify member needs. The SURPASS framework gave us a clear, unified approach, improved coaching structure, and greater visibility into performance. Since the training, our team has become more confident and better prepared for member conversations. Even our back-office departments gained insights that helped them better support our sales efforts. SalesCU brought the fresh, modern structure we needed to strengthen our culture and improve results.
5
Larisa Suydam
Business Development Officer & Senior Training Officer,Interior Federal Credit Union
{SalesCU's intensive sales workshops and online training have made a remarkable difference. We've seen measurable improvement across the board, particularly with our residual value based lending solution. Before SalesCU, we'd often default to conventional auto loans, largely due to our lenders' discomfort and lack of familiarity with the alternative. Now, our team consistently and confidently presents both options, clearly explaining the features, benefits, and advantages of each, so members can make educated decisions. This is just one example of the positive changes we're experiencing, and our members are noticing too – our Google Review score has climbed from under 4.0 to a thriving 4.7 and is still increasing!
5
Chad Feather and Devon Barrett
Timberland FCU
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The content was exactly what we needed to get our program moving in the right direction, and the workbooks and online training will help keep the information top of mind. Our leadership team was extremely engaged in the training and has already begun implementing some of the techniques presented during the three-day workshop. After reviewing our sales training options, we chose SalesCU, and it is obvious that we made the right decision. We look forward to continuing to work with your team in the future.

5
John D. Lennox Jr.
Chief Operations Officer,CSE Federal Credit Union
{Thank you so much for the two years of sales support you’ve provided our team and sales culture.  From the initial training program and tailored sales manager sessions, the approach was non-threatening and created room for salespeople to make small changes, which resulted in incremental improvements to their sales success.  With those successes came confidence to ask more questions and learn more about each member and their financial goals.  We now see and hear our seasoned sales staff and leaders teaching new teammates how to apply SalesCU principles in their everyday interactions with members and using your guides when planning their team meetings.  These are now practices, and no longer a project.  We so appreciate your commitment to our growth and will recommend your program to our CU colleagues.
5
Sue Beaubien
Vice President – Retail Services,Bellwether Community Credit Union
{

Outstanding program! Easy to follow and use. Nick is an excellent trainer to work with and is always available to help and answer questions. Highly recommend this program!

Prior to utilizing SalesCU our recapture loan [numbers were] very low. After getting our employees trained utilizing the techniques from SalesCU we launched an internal promotion campaign for recaptured loans. We set a goal of $4 million dollars to be reached in 60 days. At the end of the 60 days, our team achieved an impressive $7 million dollars in recaptured loans!

5
Ken Boteler
Chief Human Resources Officer,Highmark Credit Union
{We have seen more results with SalesCU than with any other program we have brought in.
5
Tony Pannone
Chief Information Officer,Highmark Credit Union
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I have had sales training in the past but nothing like this. Nick made selling so easy and natural, really anyone can do it. This sales system is the easiest to implement I have ever received.

5
Marianna
Sr. Branch Manager
{

The first month after Nick 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.

5
Brittany Anderson
VP of Marketing and Business Development,American United Federal Credit Union
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I had the opportunity to engage SalesCU as we looked to provide accelerated training and coaching to high-potential individuals on our team preparing for future leadership roles. 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.

5
Matthew Benidt
Vice President of Retail Banking,SafeAmerica Credit Union
CONTACT US FOR MORE INFORMATION