Credit Union Sales Training

Your credit union’s members want adequate solutions to their problems that give them a positive result. They want a consultant they can trust who advocates for their needs. And they want added value, which is service that exceeds their expectations. This program will equip a front-line professional to take a transaction and make it about improving their member’s financial wellness, exceed their member’s expectation and improve the member’s financial well-being.

Relationship selling is the foundation of our credit union’s culture of people helping people. It allows our credit union to create and keep members by developing long-term relationships and is the most significant way we can live out our credit union’s mission to improve our members’ financial well-being. This program is tailored for contact center professionals and gives everything you need to look beyond the transaction and seek to establish an ongoing relationship between the member and the credit union.