Menu Toggle Search

Frontline Training Series: Sales & Service

Session 1 of 3

Feb 24 10:00 AM - Feb 24, 2021 11:15 AM
Feb 24, 2021 10:00 AM - 11:15 AM
Add event to: ICal Outlook Google Calendar

Kick off this three-month series for frontline staff with a highly interactive session on how to be more authentic in your sales and service skills.

Agenda

Expanding Your Toolkit: Best Practices for Sales & Service

Angela Prestil, Consultant | CU Difference 

Every interaction with a member is a chance to solidify their allegiance and propel them to spread good word-of-mouth about your credit union. Whatever channel our members use, our goal is to connect with members in ways our competitors don’t. In this session, you’ll learn skills to connect with members to elevate service throughout the credit union. You’ll also learn how to fulfill the needs of your members, increase exposure to your credit union’s products, and develop a member relationship-focused culture.  

This session will inspire new staff, rejuvenate veterans and help non-sales professionals become an effective part of a member-focused team.   

Learning Objectives 

  • Maximizing member interaction 
  • Optimizing Listening Skills 
  • Closing Sales with Confidence 

Speakers

Angela Prestil

Angela Prestil, Consultant | CU Difference

As Senior Consultant for CU Difference, Angela brings a distinct specialty set in the critical areas of employee engagement, leadership development, and member loyalty strategies. She has helped hundreds of business leaders and young professionals through her coaching, mentoring, and professional development efforts. Angela delivers a highly valued perspective on how to help business drive growth and optimize their future success, having spent 20 years as a leader at Credit Union National Association (CUNA) as well as the past year fostering credit union growth through CU Difference. She is an active Credit Union Development Educator, building on the credit union industry’s “people helping people” philosophy.

Location

Fees

$219 Early Bird | register by February 24

$249 Regular

Additional Info

The best part of this series is that when you register for one date, you're automatically registered for the other two dates in the series! Even if you can't attend a live session, you'll get a link to each recording. The two additional sessions include:

March 24: Fraud Trends and the Pandemic

Our March program will offer expert advice on what’s trending in fraud as a result of the pandemic and how to best respond to a variety of scenarios.

April 21: Compliance - New Accounts

Lastly join us in April to wrap up our series with a session on compliance related topics on opening accounts.

 

Event Type

Webinar

Topics Covered

  • Operations
  • Member Service
  • Live Webinars