Sales, Service and Leadership Training

Our programs are rooted in the philosophy that the goal of training, coaching and all aspects of culture should encourage employees to determine a need unique to the member and offer a solution. We should never sell something to members that they don't need. A successful credit union moves the focus from the process of the transaction to helping each member, based on their needs. This transformation encourages teamwork and allows members to benefit from "extra-mile" service.

Our academic-level research, published by the Filene Research Institute validates that credit union employees don't want to be salespeople, credit union employees want positive outcomes for their members and credit union employees are committed to their ideas; no trainer or manager is going to convince them that selling a product is a good thing to do. So why have we been so successful over the past 25 years? We understand that we must lead and speak to employees from a "missional" perspective. Employees want to save their members money and make their lives better; they don't want to sell. Our results in developing employee engagement in the process of recommending products and services to members are so impressive that our clients have ben written about in Credit Union Management Magazine.

Get in touch with us today, we'd love to discuss the biggest challenges your credit union is facing and we can partner for success.