Product Knowledge: Creating Member Loyalty ™ System of Training

Your staff will learn clear and consistent information about each product which they then apply in conversational, team-building exercises and activities. This simple combination of information + practice develops your staff at a manageable pace. It also promotes ongoing team discussions around how to exceed member expectations in today’s competitive marketplace.

The Product Knowledge Software from CUNA’s Creating Member Loyalty System of Training ™ enables you to affordably and efficiently:

• Customize more than 60 product profile templates to match your credit union’s products and services
• Use 80% of the pre-built product profile data to quickly complete your customized product knowledge manual
• Deliver 26, 30-minute sales or product info training sessions
• Assess knowledge with exercises, quizzes, and games

This software ensures:

• A systematic approach to learning your credit union’s products and services
• Consistent information received by all staff
• Focus on products in terms of member needs
• Profiles of products in a way that reinforces the selling skills needed to present them
• Tools to enable staff to recognize opportunities to provide additional service to members

Download the Brochure

See Product Knowledge Manual sample pages

See Team Leader's Guide sample pages