CU Sales: Linking Member Needs to CU Service Seminar in a Box

During a member interaction, there comes a time when a need is recognized that the credit union can help fulfill. During this seminar, staff will learn the art of describing benefits and linking member needs to credit union products and services. It is the process of confirming for the member that you have understood their needs by defining the value of the credit union in terms the member understands.

The CU Sales: Linking Member Needs to CU Service Seminar in a Box:

• Explains how describing benefits is a critical step in member interactions and sales
• Defines both the skill and benefits of describing benefits
• Includes discussion starters to help staff define member needs, both spoken and unspoken
• Defines features and benefits and when to use them to confirm the information provided by the member
• Includes an exercise to begin the discussion of linking member needs to credit union products
• Introduces how to make benefit statements
• Suggests two rules for handling objections and incorporates a four-step process for handling objections
• Includes an exercise on handling objections to help staff gain confidence when dealing with member objections
• Helps staff define two aspects of describing benefits 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 .