In order to see consistent sales results at your credit union you need THREE things:
- Competent sales training built for your credit union,
- Employees empowered with the sales mindset, processes and skills needed to sell,
- And leaders with the expertise to coach and mentor their sales teams to peak performance.
The Credit Union Intensive Workshop will deliver on all three and send your credit union leaders back ready to train, sell, and coach.
Who should attend?
2-day Frontline Workshop:
Any employee that opens new accounts, processes loans or any employee that trains in these functions.
3-day Leadership Workshop:
All senior leaders and leaders of a branch, lending or contact center.
Program Outline
The Credit Union Sales Intensive Workshop is a 2-day event for frontline employees and a 3-day event for leaders that provides what your team needs to lead and execute a sales initiative at your credit union.
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.
Day 2: 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.
Day 3: 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.
Expected return on investment
Assuming the credit union sends three employees for a total investment of $3,597, the credit union only needs to improve sales through leadership and training ONE of these categories:
- 21 additional checking accounts
- $290,000 more in deposits
- $140,000 more in recaptured loans
- 27 additional assurance products
- 19 additional active credit cards
It’s expected each attendee will lead their team to achieving each of these levels of sales TWICE in the first year, returning 30x the investment.