Creating Member Loyalty

Creating Member Loyalty^TM

Sales Strategies – Referral Program

The referral program will provide your front-line employees with the skills and strategies to successfully recognize opportunities to build relationships with members by referring the member to a product specialist or an MSR. by the end of this program, front-line personnel will appreciate that effective referrals benefit both the credit union and the member.

This Program is Designed for:

Tellers / Front-Line / Transaction-Focused Staff
Entry level member service representatives (MSRs)
Front-line supervisors

Learning Objectives

Recognize the 10 to 12 common opportunities that provide 90% of all referrals
Provide sales skills for tellers working in a fast-paced environment
Enable tellers to recognize sales opportunities and make successful referrals in less time
Increase tellers’ ability to make referrals even if they have only basic knowledge of credit union products and services
Promote more high-quality referrals with fewer attempts

Program Content

Sales Strategies

The Role of Referrals in the Sales Process
Benefits of Product Categories to Members

Sales Skills

Recognizing Referral Opportunities
Confirming Referral Opportunities
Selling Benefits

Sales Processes

Making a Successful Referral
Simulation exercises

Training Time

4.5 hours
More than 50 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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