Credit Union Atlantic (CUA)

Our partnership began with initial skills training for Sales Team members, which set the foundation for future development. Following this, the client requested skills training for front-line Service Teams and Coaching Training, which further extended our collaboration.

The initial training implementation was followed by an intensive phase that included high-frequency Sales Leadership Coaching Calls over the first three months, Live In-Branch Coaching, training for their full-service tele-staff, and additional skills training sessions for the remainder of the first year.

In the following years, advanced programming and new staff initiatives were introduced to support continued growth and evolution. We also facilitated a Board of Directors meeting that specifically addressed member sales and service strategies to drive further progress.

VP, Member Services

Branch Locations: 7

7105 Chebucto Road Suite 350 Halifax, NS B3L 4W8

Client Since: 2013

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What Our Clients Say About Us

I’m a typically pessimistic person, but this course has really opened my eyes to a world of new opportunity…and it was always right there. I’m excited to make this work when I get back and am optimistic it will be the start of great change.

Mountain View Credit Union

Chris is an adept & skillful presenter who is able to engage a room. His training process and how it connects together is brilliant, & gets the buy-in from participants as each step of the way.

Participant – Valley Credit Union

After our implementation of FUSION we have seen a fantastic change in our numbers. In 2013 we experienced one of the best years in a long time. And 2014 is shaping up for us to exceed our profitability by a fantastic margin. We have seen growth in all areas these past two years. We are in fact achieving the success we had hoped for.

Tom Saulnier – Omista Credit Union

People are a company’s only long term sustainable competitive advantage so train them right and treat them right.

Uve Knaak Canadian Western Bank

I feel after my sessions with Warren I have better ways of asking for business and uncovering future business potential. These tools have assisted me thus far and now I have more to increase my service to the member with increased value.

Community First CU FSR

This is a course that every sales oriented company should provide for their employees. Especially in this day & age where texting and electronics are taking over. Uncovering the member’s needs is crucial. Great job.

Community First CU MSR