Creating Member LoyaltyTM

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Sales Strategies – Core Program

The Core Program will provide your employees with the skills to develop long-term relationships and create member loyalty. Your employees who counsel members on their financial affairs will learn how to use questioning techniques, how to sell to the immediate needs of the member, and how to set the stage for meeting future financial needs. The program combines skills, strategies, and processes to create a professional approach through common delivery channels. Lending and Member Service positions are represented in the training, so participants are able to transfer newly learned skills to their work quickly and easily.

This Program is Designed for:

  • Member service representatives (MSRs)
  • Front-line supervisors
  • Loan officers

Learning Objectives

  • Increase sales effectiveness with skills that are member-focused
  • Create a greater comfort level with the concept of selling
  • Establish new member financial relationships that can be developed long-term
  • Use services and sales follow-up strategies to develop and expand new and established accounts
  • Solve member problems through the effective use of sales skills.

Program Content

Sales Strategies

  • Creating Member Loyalty
  • Getting Comfortable Selling
  • Following-Up on Sales

Sales Skills

  • Asking High Impact Questions
  • Communicating Personal Benefits
  • Testing for Reaction
  • Gaining Commitment
  • Listening Skills
  • Handling Resistance & Concerns

Sales Processes

  • Establishing a New Member Relationship
  • Conducting a Service Follow-Up Call
  • Turning a Problem Into a Sale

Training Time

  • 4-10 Modules
  • 9-21 hours
  • More than 150 examples and exercises




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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