CUNA: Credit Union Sales course (online)

Training And Events

Credit Union Sales course (online)

Overview
Detail
Also Available
Earn Credit
About CUNA
Courses

A1002

Mar. 13, 2013

Good math skills are an important core competency for most credit union employees. These interactive courses will familiarize you with calculations that are part of the lending and credit functions of a credit union.

This course is part of the CUNA CU Advance program through CUNA CPDOnline and contains individual courses for $35 each.

Introduction to Sales (A1002a)
Plan for Successful Sales (A1002b)
Recognize Needs (A1002c)
Inquire and Listen (A1002d)
Describe Benefits (A1002e)
Expedite the Sale (A1002f)

Course participants will have an option of taking a pre-assessment to determine which courses are needed for his or her skill level. A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.

Estimated length of course: Each individual course is 20-30 minutes.

Buy Now Schedule

Buy Now $35.00

Please view cart for pricing
and product options

A1002

Mar. 13, 2013

A comprehensive exam for all 6 courses can be purchased for $24.50 through CUNA CPDOnline.

Introduction to Sales:

Define "selling" from a credit union perspective
Explain the difference between "external" and "internal" customers
Answer the question "What do members want?"
Identify reasons members might stop doing business with your credit union
List common reactions to poor customer service
Apply the PRIDE selling skills model to everyday interactions with members

Plan for Successful Sales:

Get organized for successful selling
Effectively manage your time
Set high-performance goals
Use planning tools to optimize your selling effectiveness

Recognize Needs:

Focus on members to make them feel welcome and important
Show an interest in members by making eye contact and using their names during transactions
Use an appropriate tone of voice with members
Respond to members' preferences by identifying their communication styles

Inquire and Listen:

Effectively ask closed-ended and open-ended questions
Ask a question in a way that will encourage the member or staff person to respond
Listen in a way that builds trust and promotes understanding
Clarify communication by testing for understanding
Bring transactions to a satisfactory conclusion by summarizing

Describe Benefits:

Link member needs to credit union products and services
Make a benefit statement to members
Handle objections in a way that helps the member feel understood
Test with the member for acceptance of the product or service

Expedite the Sale:

Gain commitment from members for the purchase of products and services
Reach agreements to next steps
Follow through on member requests
Convey a sense of urgency and importance
Expand the sale by cross-selling appropriate products and services
Express confidence and appreciation to members

Buy Now Schedule

Buy Now $35.00

Please view cart for pricing
and product options

A1002

Mar. 13, 2013

Also available in print.

See a full CUNA course listing.

Buy Now Schedule

Buy Now $35.00

Please view cart for pricing
and product options

A1002

Mar. 13, 2013

Recognition

Recognition opportunities are offered at various training milestones with CUNA designations and certificates.

College Credit

Select courses are recommended for college credit for students who pass proctored, college-level exams and carry college credit recommendations.

Buy Now Schedule

Buy Now $35.00

Please view cart for pricing
and product options

A1002

Mar. 13, 2013

CUNA courses are a simple, affordable way to provide current, real-world training to your credit union. Courses are available in print and/or online through CUNA CPDOnline. With hundreds of courses to choose from, you're sure to find learning materials to fit your credit union's needs. See a full course list.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Not finding what you're looking for? Click here to submit your topic suggestion or question.

Buy Now Schedule

Buy Now $35.00

Please view cart for pricing
and product options