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Sales Strategies – Referral Program
The referral program will provide your front-line employees with the skills and strategies to successfully recognize opportunities to build relationships with members by referring the member to a product specialist or an MSR. by the end of this program, front-line personnel will appreciate that effective referrals benefit both the credit union and the member.
This Program is Designed for
- Tellers / Front-Line / Transaction-Focused Staff
- Entry level member service representatives (MSRs)
- Front-line supervisors
Learning Objectives
- Recognize the 10 to 12 common opportunities that provide 90% of all referrals
- Provide sales skills for tellers working in a fast-paced environment
- Enable tellers to recognize sales opportunities and make successful referrals in less time
- Increase tellers’ ability to make referrals even if they have only basic knowledge of credit union products and services
- Promote more high-quality referrals with fewer attempts
Program Content
Sales Strategy
- The Role of Referrals in the Sales Process
- Benefits of Product Categories to Members
Sales Skills
- Recognizing Referral Opportunities
- Confirming Referral Opportunities
- Selling Benefits
Sales Process
- Making a Successful Referral
- Simulation exercises
Training Time
- 4.5 hours
- More than 50 examples and exercises
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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