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

Related Courses

Coaching Advanced Sales Strategies for the Financial Industry

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Customized Sales Training Solutions

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Workplace Well-Being & Stress Management

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