CUNA Succeeding in Member Sales eSchool
August 2-23, 2017
Product Code:
  • $1,590.00
    Non Member Price
  • $795.00
    CUNA Member Price
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Engage your members. Enhance your sales.

The key to sales success is an approach that focuses on engaging the member rather than selling to them. In this eSchool, you’ll learn how to improve the way your staff interacts with members, identifies their needs and connects them to the products and services they need.

Discover the answers to these important questions:

  • How do you lay the foundation for outstanding member service?
  • What conversation techniques can lead a member to purchase?
  • How do you showcase your offerings without overwhelming the member?
  • What are the most effective approaches to cross-selling?

This eSchool is an opportunity for sales and service professionals to see their work from a new perspective, while acquiring insights that will revitalize their efforts and enable them to project a new image to members.

Register early to save! CUNA Member Credit Unions save $200 when you register before July 2, 2017. Registration price after July 1, 2017 is $795.

This eSchool is produced by CUNA Center for Professional Development.

Who Should Attend

This program is beneficial for frontline sales staff (including member service representatives, loan officers and call representatives), branch managers and anyone else with a sales component to their role.


Class 1: August 2, 2017 // 12:00-1:30 p.m CT
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: August 9, 2017 // 12:00-1:30 p.m. CT
Inquiring and Listening for Member Needs

  • Learn how to use open- and close-ended questions
  • Develop the skill of pressing for specifics
  • Discover how to listen and ask questions to uncover member needs

Class 3: August 16, 2017 // 12:00-1:30 p.m. CT
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: August 23, 2017 // 12:00-1:30 p.m. CT
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

Also Available

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This eSchool is available to CUNA Training Bundle users at no additional cost.

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Have a question? Email or call 800-356-8010 ext. 3.