Creating Member Loyalty^TM System of Training

Sales Strategies – Core Program

The Core Program will provide your employees with the skills to develop long-term relationships and create member loyalty. Your employees who counsel members on their financial affairs will learn how to use questioning techniques, how to sell to the immediate needs of the member, and how to set the stage for meeting future financial needs. The program combines skills, strategies, and processes to create a professional approach through common delivery channels. Lending and Member Service positions are represented in the training, so participants are able to transfer newly learned skills to their work quickly and easily.

This Program is Designed for

• Member service representatives (MSRs)
• Front-line supervisors
• Loan officers

Learning Objectives

• Increase sales effectiveness with skills that are member-focused
• Create a greater comfort level with the concept of selling
• Establish new member financial relationships that can be developed long-term
• Use services and sales follow-up strategies to develop and expand new and established accounts
• Solve member problems through the effective use of sales skills.

Program Content

Training Time

• 4-10 Modules
• 9-21 hours
• More than 150 examples and exercises