Course

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.

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

What's Covered

Relationship sales model

Steps to the buying decision

Identifying member needs

Providing the right solutions

Overcoming objections

How to secure the relationship

Building total commitment

Course 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 course 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

A Better Kind of Learning Experience

Learn From the Pros

Online courses taught by experienced credit union professionals.

Watch On All Devices

You'll have access to all of your course modules across all of your devices including mobile and tablets.

Transfer Knowledge To The Real World

Module assessments will ensure you're ready to take what you learn and immediately start applying it to your work.

Full Year Of Course Access

You get access to every class you purchase for a full year.

Play Video

$28.00

What's Included

Self-guided video course (1hr 39m 27s)

Module assessments to test knowledge

Watch on all devices

12-months of course access

From	To	Price
1	24	$28
25	75	$26
76	125	$24
126	126+	$22