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Creating Member Loyalty^TM

The System

Three components designed to transform your culture

Creating Member Loyalty is segmented into three competency areas: Sales Strategies, Sales Leadership and Service Strategies. Each competency area consists of multiple programs, each containing a process overview, video model and hands-on skill practice exercises. The system’s flexibility enables you to tailor the training to your specific needs, and allows your staff to put their new skills into practice immediately.

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• Sales Strategies – Your staff can learn how to uncover member needs, suggest the correct product or service and generate a commitment from the member to use the recommended solution.
• Service Strategies – A comprehensive program that will impact your entire organization. Your staff will learn specific behaviors to make the member feel valued and understand the credit union’s offerings. Staff will also learn how to turn a complaint into an opportunity and take personal responsibility for the success of the credit union.
• Sales Leadership Strategies – Training to help managers transition their staff from an operations focus to a sales management focus. Includes training on specific tools – such as action plans – and coaching techniques.

Additional components allow you to build on the core skill sets:

• Product Knowledge – A software-based training system that helps you construct profiles on each of your products and services. Once created, the program helps you develop your staff’s ability to communicate the value of the products and services in a clear, consistent manner.
• Selling to Small Businesses – A comprehensive system for creating opportunities with small-businesses, involving everything from prospecting to managing relationships.
• Consulting & On-Site Implementation Services – Our team of consultants are available to provide on-going support for your credit union — before, during and after your training. Services include organizational analysis for support of sales/service culture, implementation planning, key stakeholders meeting facilitation and much more.
• Trainer Certification – Your trainers attend a 5-day certification session for an in-depth understanding of the program content and skills. They also practice and receive coaching on facilitation skills necessary to deliver these programs successfully.

The days of waiting for a member to walk in or call are over. Competing and thriving in today’s market requires anticipating members’ needs. And when those needs are met, true loyalty is formed. Our training systems and solutions will help initiate a complete transformation of your employees and your organizational focus.

The implementation process is simple and straightforward. To learn more contact us or call 800-456-0543. We’ll be happy to answer your questions and show you how easy it is to bring the training system to your credit union.