CUNA Succeeding in Member Sales eSchool (recorded)

CUNA Succeeding in Member Sales eSchool (recorded)
08/10/2018 To 12/31/2020
Product Code:
  • $795.00
    CUNA Member Price
  • Non Member Price $1,590.00
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This recorded event is available from August 10, 2018 until May 31, 2019.

Learn how to fulfill the needs of your members, increase exposure to your credit union’s products and services and develop a successful member relationship focused culture. This eSchool will inspire new sales people, rejuvenate veterans and help non-sales professionals become an effective part of the sales team. All employees need this training for projecting a professional image in your credit union with every member interaction.

Who Should Attend

This eSchool is beneficial for frontline sales and retail staff specifically tellers, MSRs, loan officers, universal agents and branch managers.


Class 1: 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: Inquiring and Listening for Member Needs

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

Class 3: 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: 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

Recorded eSchool length: 4 hours (1 hour each)

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

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