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CU Sales: Closing Member Sales With Confidence Seminars in a Box

Closing member sales includes the very important skill of expediting, the process of gaining member commitment and following through on member requests. Through this seminar and its exercises, staff will learn to close sales with members while conveying a sense of importance, urgency, and appreciation to members in all interactions.

CU Sales: Closing Member Sales with Confidence Seminar in a Box:

  • Explains how expediting is a critical step in member interactions and sales
  • Defines both the skill of expediting and the benefits of using it
  • Defines a three-step process for closing sales including the critical element of expediting
  • Includes three distinct closing types to help staff apply the correct close
  • Defines cross selling and when to best use to further fulfill member needs
  • Outlines a format for capturing appropriate credit union cross-sell products to assist staff in member conversations
  • Provides examples of expressing appreciation
  • Helps staff define two aspects of expediting 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!

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 .



Item/sPrice
1 - 2 $220.00 each
3+$160.00 each





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