Program Overview

What is CU Sales Trainer?

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CU Sales Trainer® is a member-sensitive approach to sales training designed specifically for Credit Unions. The goal of the Program is to empower Credit Union employees to help your members get the most out of the services the Credit Union has to offer, and doing it in such a way that the members feel valued by the Credit Union.  We refer to this as Needs Satisfaction Selling.

This program is not designed to encourage employees to sell services to Members that they do not need. Instead, it takes a member-first approach, training employees in the skills and strategies they need to be alert to member needs, to clarify those needs, and to suggest appropriate services whenever they recognize a need. The goal here is to help you help your members get the most out of the services your credit union has to offer, and doing it in such a way that your members feel valued by the Credit Union.

Why is Need Satisfaction Selling Important?

  • It is important for members because many of them aren’t familiar with many of the Credit Union services that might benefit them.
  • It is important for the Credit Union because the more services members have with the Credit Union, the longer they will tend to stay with the Credit Union.
  • It is important for Credit Union employees because it provides them with the training and skills needed to advance their careers with the Credit Union.

So, when used correctly, Needs Satisfaction Selling not only expands the number of services held by Credit Union members, it also strengthens member relationships and creates more valuable employees.

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