Previously Recorded Webcast

Advanced Sales Strategies - Expanding the Member Relationship
Recorded on Tuesday, August 26, 2008

About this Webcast

Your credit union has made an important decision to define your sales culture as one in which you create the greatest value for your members. The skills, processes and strategies of the Sales Strategies Core program have helped to create a value-added experience for member-initiated interactions. So what’s next? You know that every day your existing members are presented with attractive offers to take their business elsewhere. All the hard work your staff have done to close a loan or open a new member account can quickly be undone by an assertive banker or insurance agent who suggests a "better deal."

Growing the relationship and creating even higher levels of customized service takes a planned and proactive approach. The Advanced Sales Strategies program will provide your sales staff with the next level of skills, processes and strategies to retain the business they’ve worked so hard to gain.

(The Cores Sales Strategies Program is a pre-requisite for the Advanced Sales Program.)

Learner Outcomes

Understand how Core and Advanced work together to positively impact the Member Experience
Review the Advanced Program components
Discover how "do-able" this is and what kind of results you could expect
Explore training options and next steps in your implementation plans

Instructor:

Carla Schrinner, Senior Master Trainer
CUNA’s Creating Member Loyalty™ System of Training

As a master trainer-consultant, Carla certifies credit union trainers in CUNA's Creating Member Loyalty™ System of Training. Carla also consults with credit unions to help implement and drive the training solutions Creating Member Loyalty offers, and has trained credit union participants in a number of Sales Development & Training programs. She also designs and develops new training solutions for credit unions.

Carla has 17 years of training experience. In addition to her past experience working in the student loan industry, she developed her skills in management, accounting, and training. Her emphasis is working with all sizes of credit unions in helping them build a vibrant, successful sales culture.

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Credit Union National Association

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