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Telephone Selling Skills for Service People
Friday, September 18, 2015 6:30 AM

Most credit union leaders and staff feel like they need to do a better job of being proactive with their members. They know members have additional needs the credit union can help them with, but don't want to appear pushy or aggressive. Now there's help.

The Face to Face & Telephone Selling Skills for Service People Conference takes place Oct. 6-8 in Baton Rouge, Louisiana, at the offices of Louisiana USA Federal Credit Union.

The program is three days designed to give participants the skills and tools they need to be successful selling to members. Instructors will demonstrate how to be effective at spotting new opportunities and completing the sale without sounding like a pushy salesperson.


Day 1: Making Effective Outgoing Calls – Oct. 6, 2015
With increased technology, members visit their credit unions less often, yet the need to connect and assist with their additional financial needs remains high. So having an effective team that can reach out to members by phone has never been more important. Friendly, outgoing staff may have already been identified as potential personalities for an outbound sales program, or you might already have a program but aren't seeing the best results. At the Face to Face & Telephone Selling Skills for Service People Conference, managers and staff alike will learn a practical and systematic approach for making meaningful and successful contact with your members by phone. 

Days 2-3: Selling Skills for Service People – Oct. 7–8, 2015
Credit union staffers often know their members like family, but how often could more business be conducted with those members if the team were more proactive? We want them to "sell," but how many truly understand how to go about it without alienating the members with pushy or cheap sales tactics? In this two-day course we'll provide a proven strategy for building on these great relationships. Instructors will show participants how to spot opportunities, be proactive, and convert new business in a way that fits with your credit union's service-focused culture.

Registration includes instruction, resource materials, continental breakfasts, lunches, and beverage breaks. Attendees are responsible for hotel reservation, transportation to/from Louisiana USA FCU, evening meals, and any other incidentals.

More detailed information and registration.

Questions? Contact Cami Crouchet, EVP strategic services, Louisiana Credit Union League, at or 800-452-7221, ext. 3024.