Event type / cost: MCUL Webinar, $169 per Internet connection
Selling your credit union’s products and services – from the only point of contact you have with your members – is one of the most important aspects of credit union business. Credit unions need a frontline staff armed with skills and strategies to sell in what is essentially a retail environment.
Whether at the drive-thru window or in-branch teller station, frontline staff can learn to recognize opportunities to approach members, create interest and encourage discussions of financial needs that only your credit union can satisfy. Join in this session where you'll learn:
How to use core selling skills to engage members in a meaningful and productive conversation, especially when there is little time available;
How to understand the kinds of products a member needs – and doesn’t need – to allow a sales attempt to be more productive;
Techniques and approaches to increase a member’s trust in the teller and receptiveness to hearing about new products and services;
How to treat sales as a process and not a chore; and
How selling from “the window” helps the credit union’s success, is a way to secure current member loyalty and expands the credit union’s membership base.
WHO SHOULD ATTEND:CEO/management, frontline staff and supervisors, member service representatives, marketing, business development, HR and training professionals.
SPEAKER: Jeff Rendel, CSP, brings a wealth of education, knowledge and experience to the platform with experience as a federal regulator, financial executive and congressional lobbyist. He is president of Rising Above Enterprises and works with financial service providers that want an engaged and committed workforce.
