Workshop provides effective tools to engage members and support lending staff

Posted: Jul 16, 2020 | Author:

The High-Impact Sales Training workshop, offered by the Cornerstone Credit Union League, equips employees, leaders, and training teams with tools and processes to engage members and support lending staff.

The workshop is divided into three full days of sales training, allowing employees to choose whether to attend one, two, or three days, depending on their role within the credit union.

Day One: Sales Foundation

Employees learn the principles of selling to credit unions, focusing on identifying needs, uncovering motivations, gaining commitments, and managing objections.

Day Two: Advanced Sales Skills

Team members gain insights into what it takes to sell the full product line and develop relationships with their members. Topics include effectively interviewing members, growing checking accounts, selling ancillary products, and making onboarding calls.

Day Three: Transformational Leadership

Sales leaders and trainers discover how to identify employee coaching needs and develop individual development plans to address them. Leaders also determine how to use shadowing, debriefing, one on ones, and team meetings to continuously advance their teams.

High-Impact Sales Training
Aug. 4-6,2020
Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano TX 75024
For more information and to register
Lodging offers

Speaker: Nick Brown

Nick Brown spent 15 years with a large credit union in different roles, including branch operations and training and development. The last nine years of his credit union career were with an outbound sales team, where he connected with members by phone and email to deepen their financial relationships with their credit unions. It was here that Brown developed his love for and skill in selling credit union products and services. In 2015, Brown started SalesCU to help credit unions improve their sales results.

Monthly Email

The Development Digest is sent to League member credit union staff on the first Monday of every month.

Training Opportunities

Cornerstone offers a wide variety of training for credit union professionals.