Advancing Your Credit Union’s Sales Initiative

​As a credit union, your goal is to help your members achieve all of their financial needs, wants, and dreams. To reach this goal you need a team that is consistently promoting the products and services that will help your members save time and money, make more money, and bring greater levels of financial security to their life. The only problem is the member service your team provides is best described as “Order Taking” rather than “Value Creating.”

If this describes your credit union, you are not alone. Many, if not most credit unions struggle with an “Order Taker” approach to service and sales, and they are looking for a way to change it. In this webinar, we will discuss the 4 essential elements to build and maintain a highly effective sales and service culture which is focused on creating value rather than just taking an order:

• Fostering a member centric mindset within the credit union
• Providing effective sales processes and skills training
• Establishing a culture of coaching
• Shaping performance through meaningful accountability

In addition to addressing these topics, SalesCU will provide sales processes and skills suggestions and resources to begin training your team.

Monday, November 8, 2021 2:00 PM - 3:30 PM CST
Free 90 Minute Webinar
Presented by: Nick Brown, Member Services Guru of SalesCU

Who Should Attend:
This webinar is ideal for all credit union sales and service leaders which includes lending, branches, contact center, marketing, and training. 

REGISTER NOW