CUNA Succeeding in Member Sales eSchool

May 5–26, 2010
Four classroom sessions held
11:00 a.m. – 12:30 p.m. Central Time

Cost: $795
CUNA Council members receive a $100 discount.

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About This Event

Learn how to fulfill the needs of your members, increase exposure to your credit union's products and services, and develop a successful sales culture. This eSchool will inspire new sales people, rejuvenate veterans, and help non-sales professionals become an effective part of the sales team. All employees need this training for projecting a professional image in your credit union with every member interaction.

Also Available

Can't attend at this time? Click here for the archived version.

Class Schedule

Just interested in a specific session? Select individual sessions are available as webinars for only $–$219 each. Click here to see a list of related webinars you can register for.

May 5, 2010 Developing Outstanding Member Service
May 12, 2010 Inquiring & Listening for Member Needs
May 19, 2010 Linking Member Needs to Credit Union Service
May 26, 2010 Closing Member Sales With Confidence

Topics & Objectives

Class 1: May 5, 2010
Developing Outstanding Member Service
  • Get organized and learn time management skills
  • Understand the key skills for successful member interactions
  • Plan for successful member interactions in person or on the phone
  • Describe and model outstanding member service
Class 2: May 12, 2010
Inquiring & Listening for Member Needs
  • Learn how to use open- and close-ended questions
  • Develop the skill of pressing for specifics
  • Listen and ask questions to uncover member needs
Class 3: May 19, 2010
Linking Member Needs to Credit Union Service
  • Link member needs to service
  • Learn how to describe features and outline benefits available
  • Discover how to test for acceptance
Class 4: May 26, 2010
Closing Member Sales With Confidence
  • Gain member commitment to agreements reached
  • Discover how to close the sale
  • Learn how to cross-sell appropriate products
  • Express appreciation and confidence in the member's decision

Who Should Attend

This eSchool would be beneficial for anyone at your credit union wanting to learn how to excel in member service.

Affiliation with CUNA/League is required for attendance.

Instructors

Angela Prestil

Angela is director of sales culture development for Creating Member Loyalty™ at the Credit Union National Association (CUNA). Her responsibilities include ensuring the successful implementation of the Creating Member Loyalty™ program for more than 200 credit unions nationwide, as well as managing the development and design of the Creating Member Loyalty™.

Angela brings more than 20 years of experience developing and delivering educational programs and products to CUNA. Her expertise lies in marketing, sales, innovation and train-the-trainer programs and products, as well as in customer relationship development. She joined CUNA in February of 2000. Since coming to CUNA, Angela has conducted training around the country at League meetings, CUNA schools and CUNA webinars.


Cancellations

The last day for cancellations was April 27, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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