Community Charter

Sales & Service

How can I help staff become more confident and effective in a sales role?

If your credit union is like most, your staff has rarely been challenged to take on an active sales role. But as credit unions look to a sales and service focus to enhance their community charter success and better serve member needs, the ability to cross-sell appropriate products is becoming increasingly valued. We offer the training and resources your staff needs to feel at ease and be productive in this role.

Sales & Service Culture Institute

Succeeding in Member Sales eSchool

World-Class Customer Service Executive Institute

CU Advance Sales Courses

Start page - Branch Planning - Business Lending - Business Development - Sales & Service - Community Outreach - Research- Hispanic - Staff Education & Training- Networking, Peer and General Resources