You can effect real change at your credit union as an onsite coach. In this course, Ultimate Guide to Sales & Service, you’ll use a Course Presentation, Facilitator Guide and Participant Workbook containing the materials and resources needed for the training session.
Included with each step:
Section overview and learning objectives for participants
Course syllabus with timing expectations
Suggested preparations for your training session
References to other resources you may use throughout the course
In Step 1, you’ll give an overview of the importance of sales and service in the credit union industry, starting with the first step: building rapport.
In Step 2, we’ll discuss ways to assess member needs using questions and other tactics.
In Step 3, we’ll discuss the importance of product knowledge and the different ways to cross-sell products and services to members.
In Step 4, we’ll discuss how to ask for the business effectively and handle any objections members may have to a sale.
In Step 5, we’ll discuss how to close a sale at your credit union effectively.
In Level UP, we’ll discuss the importance of developing a relationship with members and how to level up your sales by focusing on the six “B’s” of relationship selling.