Event

Referral Sales Champion

“Referring only products and services that meet our member’s needs is what sets us apart from others who are in the hardcore, pushy selling business.”

Your credit union’s members want adequate solutions to their problems that give them a positive result. They want a consultant they can trust who advocates for their needs. And they want added value, which is service that exceeds their expectations. This course will equip a front-line professional to take a transaction and make it about improving their member’s financial wellness, exceed their member’s expectation and improve the member’s financial well-being.

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

Relationship sales model

Steps in the buying decision

Making referrals

The 10-second referral process

Event Overview

Learn how to effectively refer products and services that will improve your credit union members' financial well-being.

Most credit union employees are reluctant to refer products and services to members during every interaction. This is due to poor experiences in the past that result from pushing ""flavor of the month"" services to members who hear about them over and over again.

Our relationships focused program focuses on identifying members needs and matching them step for step during their buying process, so we never come across as pushy and aggressive.

This event is designed for member-facing employees that are in roles where they do not take product and loan applications (Tellers, MSA's, etc.). For employees in roles that can take applications, please see our Becoming a Sales Champion course.

Who is this event for?

Member-facing employees that do not take product and loan applications (Tellers, MSA's, etc.) - along with their managers

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.

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$99.00

Events Dates

What's Included

3-hour live online workshop

Breakout Sessions

Participants guides

Q&A with other credit union professionals across the country