CU Sales: Inquiring & Listening for Member Needs Seminar in a Box

Inquiring and listening refer to asking questions to uncover member needs, as well as carefully listening to their responses. This Seminar in a Box encourages proper questioning to provide staff with information which can be used to start a dialogue with members, to build a relationship with them, and to better understand their situation and goals. The right questions encourage members to tell staff what they need to know so the credit union can provide the right products and solutions. This training also encourages proper listening to ensure staff is recommending the right products and services to meet member needs.

The CU Sales: Inquiring & Listening for Member Needs Seminar in a Box:

• Describes why inquiring and listening are a critical step in member interactions and sales
• Includes an opportunity for staff to define standards currently in place at the credit union for inquiring and listening
• Defines open- and closed-end questions and when to best use
• Introduces a powerful model illustrating how to ask a question that will differentiate your credit union in the marketplace
• Discusses how to seek more information if member responses are vague or unclear
• Includes an exercise to help staff recognize the power of inquiring and listening
• Suggests nine listening behaviors to help staff connect with members in conversation
• Provides a simple, yet effective format for note taking during member interactions
• Includes an exercise on reading non-verbal cues
• Provides a high-impact exercise to demonstrate skills learned during the seminar
• Helps staff define two aspects of inquiring and listening they want to use on the job
• Provides three book references that can be used for further staff discussion

Credit Union Seminars in a Box for Staff are designed with your demanding schedule and training needs in mind. Everything you need to plan and execute a 10 minute exercise or a one hour staff workshop is in the box—just add the staff! Credit Union Seminars in a Box are perfect for main topics of or quick discussions during weekly branch meetings, monthly credit union meetings, department meetings, or formal training sessions.

Each Seminar in a Box is written from the credit union perspective, integrating more than 20 years of development in the design of credit union training. What you can expect from the content:

• Exercises to reinforce the skills learned
• Conversation starters and discussion points to relate the content and concepts presented to your credit union
• Definitions, guidelines, tips, tools, and benefits for all the skills taught
• Action plans for using the skills taught
• Recommended reading list to reinforce the skills learned

Here are samples of what to expect from this Seminar in a Box for Staff!

• See a PDF of the table of contents
• See a PDF of a handout
• See a PDF of the facilitator's guide
• See the PRIDE model

Mix-n-Match Special for Seminars in a Box for Staff
Purchase each Seminar in a Box for Staff for just $220, or $160 each for 3 or more! Please note that the special price will not be reflected for online orders, you will only be billed for the special price .