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Business Development School: Part II
Topics & Objectives

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Please note that the Topics/Objectives listed below are subject to change.

Supporting & Growing Your Business Development Program

  • Build your referral base, one satisfied member at a time
  • Develop a calling plan for maximum results
  • Discover follow up disciplines to keep your pipeline full

Building & Strengthening Ambassador Programs

  • Find out what an ambassador program can do to help your credit union meet its goals
  • Obtain the tools to build a solid program that works
  • Recognize the importance of gaining buy-in to make the program successful
  • Discover how to find ambassadors who will promote the credit union for you while you learn how to "wow" your ambassadors

What's Your Style? Polishing Your Sales Skills

  • Use the "Sales Style Indicator" to determine your sales style
  • Learn how each style impacts interactions with prospects, members, vendors, co-workers, and tasks
  • Develop a plan to increase sales style effectiveness and flexibility in communications with others

WANTED: Purple Cows...Making Your Sales Remarkable

  • Discover ways to think differently about the service and sales your credit union provides
  • Explore opportunities to become solution providers and make your sales efforts purple cow remarkable

Business Development Officer = Credit Union Leader

  • Discover the importance of positioning yourself as a leader in your credit union
  • Build on your existing skills and current competencies
  • Instill teamwork and cooperation in all areas of your credit union
  • Learn how to delegate and empower - two critical leadership success factors

Problem Solving Brainstorm & Roundtable Discussion

  • Submit your questions prior to this session and brainstorm solutions with your peers

Making Sense of Member Data

  • Understand your credit union's data sources
  • Set your strategy for maximizing current systems
  • Discover how to optimize member relationships using existing data sources

Developing & Delivering Your Message With Confidence

  • Develop your delivery skills to eliminate distractions, manage nervousness, project confidence, and enhance credibility
  • Learn quick and easy techniques for content development and organization using the Communication Quick Start
  • Master openings and closings that grab attention and move the listener to take action

Looking the Part: Matching Your Message With the Delivery

  • Discover a strategy for designing visuals to guarantee the visual supports the message
  • Apply delivery skills when interacting with visual aids
  • Practice and apply new skills

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.

 



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