Experience the three-day online workshop that will transform your service culture from ORDER TAKER to VALUE CREATOR—and amplify product penetration.

3 Essential elements that will be covered in the workshop:

Leadership expertise to coach and mentor their sales teams to peak performance

BENEFITS OF THE INTENSIVE WORKSHOP:

In the workshop we will redefine how to best serve member needs and instill a new perspective on the credit union team member’s role. Your team will have the permission and confidence to better serve members’ needs. 

Tools:  The Credit Union Sales Mindset & The SURPASS Sales Process

Employees will learn how to quickly engage members in value-adding sales discussions. More members will receive products and services that fit their needs. Product penetration deepens for the credit union.

Tools: Relationship Mapping & The Simple Offer Conversation Approach

Get started right away using an effective and proven training program created by an expert with 20+ years of credit union sales experience. Your team will quickly become experts by learning to sell products with approaches that work.

Tools: Online access to the workshop & SalesCU Online Training Program

The Credit Union Sales Intensive is designed to provide the essential sales mindset, processes, and skills for all member-facing employees at your credit union. Send all of your sales leadership team and trainers to gain the tools necessary to build and support a sales program internally that will move the entire organization forward and create more value for your members.  

Tools: Transformational Leadership Training & SalesCU Coaching Calls

At SalesCU we understand that continued support and learning will be required  to build a sales program after the Intensive Workshop. You can get access to the SalesCU Online Sales Training Courses and follow-up coaching calls to assist with the unique questions, challenges, and needs of your credit union.

Tools: 4 step Coaching Formula, Online courses (add-on) & SalesCU coaching calls (add-on)

Workshop Outline:

Day One: Sales Foundation

On day one we will learn the foundational principles of selling to credit union members and the credit union philosophy. We will build clarity on the essential elements of a successful and consistent sales approach. This includes the sales mindset, processes, and skills necessary for selling in a natural and member-centric way.

Learning objectives:

• Identify member needs and how to have a conversation

• Uncover needs and motivations by asking questions

• Align products and service to meet member needs

• Gain proper and effective commitments

Day Two: Advanced Sales Skills

On day two, attendees will learn what it takes to sell the full product line and craft primary financial relationships with their members. Attendees will also discover how to use foundational sales principles and how to apply them to advanced sales opportunities.

Learning objectives:

• Manage sales objections

• Effective member interviews

• Cross-selling core products and services

• Up-selling ancillary products and services 

• Loan recapture

Day Three: Transformational Leadership 

The final day of the Credit Union Sales Intensive is designed with the sales leader or coach in mind. Leaders will learn how to identify employee coaching needs, develop an individual development plan to address them, and how to coach using one of three coaching models. Additionally, leaders will learn about the three coaching opportunities and how they should be used to continuously develop their teams. Those three coaching opportunities are:

1. Shadowing

2. Debriefing

3. One-on-one

The content will include products and services that credit unions offer, scenarios, and examples that employees can relate to and information to assist credit union employees with targeting sales opportunities.

Assuming the credit union sends three employees for a total investment of $2,097 the credit union only needs to increase sales in ONE of these categories:

• 13 additional checking accounts

• $180,000 more in deposits

• $90,000 more in recaptured loans

• 17 additional assurance products

• 12 additional active credit cards

It’s expected each attendee will sell each of the above TWICE in the first year, returning 30x the investment.

What you get with your intensive registration:

• Access to 2-day or 3-day workshop
• Follow up coaching emails
• Physical workbook(s)
• SURPASS Training card

League Bonuses:

• 6-month access to 14 SalesCU Online Courses
• 6-month access to the SalesCU Membership Community

Meet your trainer:

Nick Brown

President and CEO of SalesCU

Schedule

Only 35 seats available per event. Hosted virtually through Zoom Meetings.

May 14-16, 2024

10:30 am - 3:00 pm (CT)

Registration closes 5/3/24

Oct 1-3, 2024

10:30 am - 3:00 pm (CT)

Registration closes 9/20/24