Event

Becoming a Sales Champion

“Relationship selling is built on a win-win philosophy where a good sale benefits both the member and the credit union, because we never sell something to a member that they don’t need.”

Relationship selling is the foundation of our credit union’s culture of people helping people. It allows our credit union to create and keep members by developing long-term relationships and is the most significant way we can live out our credit union’s mission to improve our members’ financial well-being. This course gives you everything you need to look beyond the transaction and seek to establish an ongoing relationship between the member and the credit union.

Zoom Meeting

Facilitated By

Scott Anderle

Scott Anderle is the Learning & Development Specialist at ServiStar Consulting and was previously Director of Hospitality and Training at Chick-Fil-A.

From	To	Price
1	24	$28
25	75	$26
76	125	$24
126	126+	$25

Topics Include

How to identify product and service needs

How to ask effective questions

Benefit selling

How to ask for the member’s business

Effective follow-up techniques

Event Overview

Learn the relationship selling behaviors that build long-lasting relationships and improve your members' financial lives.

Most people are reluctant to get involved in anything that sounds like a sales job. That's because we've let "sales" be defined by people that do it poorly. But the thing is, when we choose to buy a product or service from someone or someplace because it helps meet our needs, we don't think about it as a sales experience when in fact it was.

We never want you to be a "pushy" sales person. Members hate it when we are pushing the exact same product on everybody regardless of specific need, but they love it when we share information that helps them make better decisions about their financial life. In this course, we teach you a relationship sales model that focuses on uncovering and meeting your credit union members' needs.

This course is designed for employees that are in roles where they can take applications for products/services (MSR's, Consumer Loan Reps, Mortgage Sales Reps, etc.). For employees that cannot take applications, please see our Referral Sales Champion course. For employees that are contact center sales roles, please see our Becoming a Sales Champion for Contact Center Employees course.

Who is this event for?

Employees that can take open new products/services and take loan applications

Consumer Loan Representatives and Managers

Mortgage Sales Representatives and Managers

Member Service Representatives

Assistant Branch Managers and above

If you've completed the Becoming a Sales Champion Learning Library course and want to workshop your skills

Meet Scott

Scott Anderle

Scott Anderle is the Learning & Development Specialist at ServiStar Consulting and was previously Director of Hospitality and Training at Chick-Fil-A.

Scott's mission is to "Fight for Dreams." Scott uses his talents of instruction, compassion and communication to influence others in ways that let them grow and achieve things that make them happy. During his time at Chick-Fil-A, he developed operations structures to transform the customer experience and always led by example. He developed training systems for onboarding new front-of-house team members that led to his team receiving back-to-back year's of Symbol Status.

Now with ServiStar Consulting, Scott plays a crucial role as trainer, facilitator and mentor for the many credit union professionals that he serves. Scott has a Bachelors Degree in Music Business from Middle Tennessee State and lives in Nashville, TN with his wife and daughter.

$79.00

$99.00

Events Dates

What's included

4-hour live online workshop

Breakout Sessions

Participants guides

Q&A with other credit union professionals across the country