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Employee Development for Credit Unions, Banks and Lenders

Everyone hates a pushy, aggressive sales person. In our on-site sales training we teach lenders, credit union and bank service people to be effective at spotting new opportunities and completing the sale, without being pushy and aggressive. We will conduct the sales training in a location of your choosing, or we can arrange that for you. We are very flexible when it comes to scheduling, start and stop times and breaking up the programs into smaller segments. We will customize to fit your requirements!

ONSITE SEMINAR TRAINING - NEW EMPLOYEES IN THE FINANCIAL INDUSTRY

Course Description Duration Cost

Selling Skills for Service People

A “fusion” of client focused skills and sales strategy that will have your financial team maximizing every opportunity and helping clients satisfy their financial goals and desires. Learn more

2-Days

selling skills for credit union service people

Selling Skills for Service People  - TELLER EDITION

This course will give a credit union or bank teller concrete ideas that will allow them to quickly cross sell and refer without coming across pushy and backing up the line. Learn more

1-Day

Selling skills for tellers

ONSITE SEMINAR TRAINING - UPGRADING CREDIT UINON AND BANK EMPLOYEES

Course Description Duration Cost

Advanced Sales

This course reveals practical approaches that will help any sales person in the finanical indusry to confidently resolve objections and build long-term client loyalty. Learn more

1-Day

Advanced sales training for credit unions

ONSITE SEMINAR TRAINING - SALES MANAGEMENT FOR CREDIT UNIONS, BANKS AND LENDERS

Course Description Duration Cost

Essence of Sales Management

In this course managers learn the essential activities necessary to be successful in the role of sales manager and coach in credit unions or banks. Learn more

2-Days

credit union sales management training

Coaching the Buying Cycle

This is an intensive training course that trains managers in the entire sales process and how to effectively coach the skills. Learn more

3-Days

Coaching the buying cycle

Coaching Advanced Sales

Coach your financial team in strategies on avoiding common objections and being able to confidently resolve the ones they get. Learn more

 

credit union advanced sales coaching

We also offer complete performance solutions that are customized to your credit union or bank branch's specific needs.

Can’t get a group together for on-site sales training?

Don’t let that hold back your credit union or bank branch’s performance. We have creative a suite of self study tools that you can use to improve your sales skills at your pace and convenience. Check out our online training!