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 2008 Seminars

Teller Workshop: Creating a Sales and Service Culture

December 4, 2008
Greensboro, NC
9:00 a.m. – 4:00 p.m. Local Time
Tuition: $199
Credit unions under $10 million in assets receive a 25% discount. Please call or e-mail for more information.

NEW ACH PAYMENT OPTION

You can now select ACH Debit on your registration form to pay directly out of your account. CUNA member access is required. Request web access today.
 
SEMINAR OVERVIEW

Date change alert. This workshop has been rescheduled for December 4 at the same location. We are in the process of contacting all registered attendees.

Discover how to make your sales and service shine on the credit union’s frontline. At the Teller Workshop, you’ll learn how to serve member needs while cross-selling appropriate credit union services. You’ll not only hear about sales and service concepts – but you'll have numerous opportunities throughout the workshop to practice the skills for success.

Inquiring and Listening for Member Needs

  • Learn how to use open and close ended questions
  • Develop the skill of pressing for specifics
  • Ask questions and listen to uncover member needs
  • Use role playing in various credit union scenarios to improve your skills

Linking Member Needs to Credit Union Service

  • Link member needs to service
  • Learn how to describe features and highlight benefits
  • Discover how to test for acceptance
  • Learn from your peers with group discussion and feedback

Closing Member Sales with Confidence

  • Learn how to cross-sell appropriate products
  • Know how to gain member commitment to agreements reached
  • Discover how to close the sale
  • Express appreciation and confidence in the member's decision

Affiliation with CUNA/League is required for attendance.
LOCATION
NORTH CAROLINA CREDIT UNION LEAGUE
Po Box 49379
Greensboro, NC 27419-1379
Phone: (800) 822-8859
Fax: (336) 299-7845
Click here for driving directions.

LODGING DETAIL
Here are two nearby options for lodging. For special rates, mention the North Carolina Credit Union League or CUNA.

Ashford Suites
3901 Sedgebrook Street
High Point, NC 27265
Phone: 877-502-9522
Room rate: $99

Residence Inn by Marriott Greensboro Airport
7616 Thorndike Rd.
Greensboro, NC 27409
Phone: 336-632-4666
Room rate: $104

 
INSTRUCTORS
Carrie Lee
Carrie Lee is an expert at coaching in member-focused sales within the credit union industry. She has worked with credit unions of all sizes to develop and implement sales cultures. Her focus on coaching people to success has led to significant increases in member satisfaction and sales results. Carrie's experience includes: national sales consultant with Schneider Sales Management, director of sales and service, and director of human resources with Mid Minnesota Federal Credit Union.

FREE PUBLICATIONS
Try one of these publications free when you register for this program!

  • Credit Union Magazine (6 months free!)
  • Directors Newsletter (6 months free!)

Find out more about these publications


CANCELLATIONS
The last day for cancellations was October 28, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

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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