Sales & Service Training Courses for Credit Unions

Our training courses are designed to deliver sales and service skill improvements in your staff that immediately improve productivity and are sustained. We believe that each selling or service role requires unique behaviors that drive success. The more job-specific the training is, the greater the impact will be. Thus, our sales and service training courses are selling role specific and contain selling situations and activities that fit each job role. You will not see a “one-size-fits-all” course from us.

We also collaborate with clients through our assessment and planning phases to determine how best to customize each course, so that each client’s most important training objectives are emphasized and achieved.

We believe that training needs to be “real world” and challenging. It cannot be abstract and theoretical, but has to be built around realistic situations that employees actually deal with in their day-to-day activities. The days of lecturing from a platform are over, so we minimize lecture and maximize activity and participation. Adult learners retain knowledge and improve their skills through performing activities, role playing and sharing ideas back-and-forth with peers. Our courses are loaded with “Practical Sales Applications” that make them engaging and hands-on.

We believe in a values-based and ethical sales approach that emphasizes helping members, selling with integrity and building long-term relationships, where we convey your organization's principles to your staff.

Selling Values and Ethics

  1. Our mission in selling is to truly help our members so that the value they receive far exceeds what they pay us in exchange for our services.
  2. Doing what is right for our members and for our long-term relationships with our members will always be more important than an immediate sale.
  3. Making every effort to understand a member's situation and objectives will always precede any attempt to sell our products.
  4. What happens after a sale to assure member satisfaction will always be given as much importance as what happens prior to a sale.
  5. We'll always be proactive in getting information and in making suggestions or referrals to help our members with our selling.
  6. We will never use high pressure selling tactics as a substitute for coaching our members to their own decisions.
  7. We will always conduct our selling with integrity and high ethics by not misleading members, by complying with all legal requirements for our selling, and by not overpromising what we can do for a member.

Our experienced training staff can certify your trainers to deliver most courses. We supply comprehensive leader guides to enable your trainers to facilitate each course. If you prefer, our trainers can also directly deliver the courses to your staff.