Credit Union Sales and Leadership Training
Experience the three-day online workshop that will transform your service culture from ORDER TAKER to VALUE CREATOR—and amplify product penetration.
3 Essential elements that will be covered in the workshop:
Competent sales training built for your credit union
Employees empowered with the sales mindset, processes and skills needed to sell
Leadership expertise to coach and mentor sales teams to peak performance
2-day League Pricing: $799 $499
3-day League Pricing: $1199 $749
Benefits of the Intensive Workshop:
In the workshop we will redefine how to best serve member needs and instill a new perspective on the credit union team member’s role. Your team will have the permission and confidence to better serve members’ needs.
Tools: The Credit Union Sales Mindset & The SURPASS Sales Process
Employees will learn how to quickly engage members in value-adding sales discussions. More members will receive products and services that fit their needs. Product penetration deepens for the credit union.
Tools: Relationship Mapping & The Simple Offer Conversation Approach
Get started right away using an effective and proven training program created by an expert with 20+ years of credit union sales experience. Your team will quickly become experts by learning to sell products with approaches that work.
Tools: Online access to the workshop & SalesCU Online Training Program
The Credit Union Sales Intensive is designed to provide the essential sales mindset, processes, and skills for all member-facing employees at your credit union. Send all of your sales leadership team and trainers to gain the tools necessary to build and support a sales program internally that will move the entire organization forward and create more value for your members.
Tools: Transformational Leadership Training & SalesCU Coaching Calls
At SalesCU we understand that continued support and learning will be required to build a sales program after the Intensive Workshop. You can get access to the SalesCU Online Sales Training Courses and follow-up coaching calls to assist with the unique questions, challenges, and needs of your credit union.
Tools: 4 step Coaching Formula, Online courses (add-on) & SalesCU coaching calls (add-on)
Workshop Outline:
Day One: Sales Foundation
On day one we will learn the foundational principles of selling to credit union members and the credit union philosophy. We will build clarity on the essential elements of a successful and consistent sales approach. This includes the sales mindset, processes, and skills necessary for selling in a natural and member-centric way.
Learning objectives:
Identify member needs and how to have a conversation
Uncover needs and motivations by asking questions
Align products and service to meet member needs
Gain proper and effective commitments
Day Two: Advanced Sales Skills
On day two, attendees will learn what it takes to sell the full product line and craft primary financial relationships with their members. Attendees will also discover how to use foundational sales principles and how to apply them to advanced sales opportunities.
Learning objectives:
Manage sales objections
Effective member interviews
Cross-selling core products and services
Up-selling ancillary products and services
Loan recapture
Day Three: Transformational Leadership
The final day of the Credit Union Sales Intensive is designed with the sales leader or coach in mind. Leaders will learn how to identify employee coaching needs, develop an individual development plan to address them, and how to coach using one of three coaching models. Additionally, leaders will learn about the three coaching opportunities and how they should be used to continuously develop their teams.
Those three coaching opportunities are:
Shadowing
Debriefing
One-on-one
The content will include products and services that credit unions offer, scenarios, and examples that employees can relate to and information to assist credit union employees with targeting sales opportunities.
Choose the Perfect Experience for Your Role!
Intensive Registration Includes:
Access to 2-day or 3-day workshop
Follow up coaching emails
Physical workbook(s)
SURPASS Training card
Special League Bonuses:
6-month access to 14 SalesCU
Online Courses
6-month access to the SalesCU Membership Community
2-day League Pricing: $799 $499
3-day League Pricing: $1199 $749
Assuming the credit union sends three employees to the leadership workshop for a total investment of $3,597 the credit union only needs to increase sales in ONE of these categories:
21 additional checking accounts
$290,000 more in deposit
$145,000 more in recaptured loan
27 additional assurance products
19 additional active credit cards
It’s expected each attendee will sell each of the above TWICE in the first year, returning 30x the investment.
Schedule for 2025
Only 35 seats available per event. Hosted virtually through Zoom Meetings.
Feb 11-13, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
1/31/25
Mar 11-13, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
2/28/25
Apr 15-17, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
4/4/25
May 13-15, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
5/2/25
Aug 26-28, 2025
10:30 AM - 3:00 PM
(CT)
Registration Closes:
8/15/25
Sep 30- Oct 2, 2025
10:30 AM - 3:00 PM
(CT)
Registration Closes:
9/19/25
Oct 28-30, 2025
10:30 AM - 3:00 PM
(CT)
Registration Closes:
10/17/25
Aug 26-28, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
8/15/25
Sep 30- Oct 2, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
9/19/25
Oct 28-30, 2025
10:30 AM - 3:00 PM (CT)
Registration Closes:
10/17/25
Meet Your Trainers
Nick Brown
President and CEO of SalesCU
24+ years of credit union sales
and leadership experience
Chris Hokom
Senior Master Trainer and Coach
30+ years helping credit unions with sales, service, and leadership cultures worldwide
Meet Our Partners:
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