Credit Union Sales Training: Enhancing Member Service

Author: Twila K. Green
Frequency: 1 update annually
Price: $529
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Practical, real-world training on how to develop a member-focused service and sales culture in your credit union.

Credit Union Sales Training: Enhancing Member Service provides an easy-to-read training format that credit union management can use to help staff develop specific skills for enhanced member service. The manual provides an introduction and 11 training modules designed to give your employees the expertise they need to help your credit union compete in today’s increasingly competitive marketplace.

Introduction — How to Develop a Credit Union Sales Culture
Step 1 — Senior Management Overview
Step 2 — Selecting and Empowering In-House Trainers
Step 3 — Creating Research and Performance Materials
Step 4 — Sales Management Training
Step 5 — Traditional Department Support Training
Step 6 — Telephone Training
Step 7 — Product Review Training
Step 8 — Outside Business Development Training
Step 9 — Retail Desk Sales Training
Step 10 — Teller Referral Training
Step 11 — Call Center Training

About the Author

Credit Union Sales Training: Enhancing Member Service is written by Twila K. Green, whose firm, Sales Culture Solutions, provides expertise in creating sales environments; working with senior management teams to develop the plans that will create new organizational structures; interactive workshops that address every employee in the organization; measurement tools necessary to create winning sales cultures; and part-time personal sales coaching for financial institutions that do not have a retail sales manager.

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