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Credit union sales training and leadership coaching

DAKOTA CREDIT UNION ASSOCIATION
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Credit Union Sales Intensive Training

Learn More or Register Here
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Experience the three-day live online workshop that will transform the way you train employees to sell at your credit union—and amplify product penetration. In order to see consistent sales results at your credit union you need THREE things:
  1. Competent sales training built for your credit union.
  2. Employees empowered with the sales mindset, processes and skills needed to sell.
  3. And leaders with the expertise to coach and mentor their sales teams to peak performance.
​The Credit Union Intensive Workshop, through Sales CU, will train your staff to get consistent sales results.

​Who should attend?
  • 2-day Frontline Workshop: Any employee that opens new accounts, processes loans, or any employee that trains in these functions.
  • 3-day Leadership Workshop: All senior leaders and leaders of a branch, lending or contact center.

Program Outline:
The Credit Union Sales Intensive Workshop is either a 2-day event for frontline employees or a 3-day event for leaders that provides what your team needs to lead and execute a sales initiative at your credit union.  This workshop is presented in five hour daily sessions and offered in two day or three day programs to match your training needs.
  • Two day training covers Sales Mindset & Advanced Sales Processes and Skills
    • Lender Sale Success Workshop: $474/DakCU member (regularly priced $699)
      ​*The Lender Sales Workshop is the first 2 days only of the 3-day Intensive Workshop.
  • Three day training includes Transformational Leadership for Sales coaches
    • Sales Intensive Workshop: $699/DakCU member (regularly priced $999)
Daily Schedule: 10:30 am – 3:00 pm (central time) with a two hour morning session, 30-minute lunch break, and a two hour afternoon session.

Pick from any of the five workshop dates in 2023 at your convenience:
  • February  14-16, 2023
    • ​Registration deadline: February 3
  • March 21-23, 2023
    • ​Registration deadline: March 10
  • May 16-18, 2023
    • ​Registration deadline: May 5
  • September 12-14, 2023
    • ​Registration deadline: September 1
  • October 31–Nov 2, 2023
    • ​Registration deadline: October 20

This event is conducted virtually on Zoom. To make this workshop as effective as possible in a virtual environment, all participants will be asked to join from a computer with permissions to join a Zoom Meeting, a camera, speakers, and microphone. 

Learn More or Register Here
Informative Sales CU Training Flyer
Photo of Jay Kruse
For questions or more information, please contact:

George McDonald

CHIEF OFFICER OF STRATEGIC SERVICES
701-250-3942
gmcdonald@dakcu.org
​
Copyright Dakota Credit Union Association.  All Rights Reserved.
2005 N Kavaney Dr - Suite 201 | Bismarck, North Dakota 58501
Phone: 
800-279-6328 | info@dakcu.org | sitemap | privacy policy
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  • Advocacy
    • Government Affairs
    • Grassroots Action Center >
      • Advancing Communities
      • Bill Tracking
    • Political Fundraising
    • Regulatory Advocacy
    • Preserving Financial Choice for North Dakotans
  • Compliance
    • Compliance Resources
    • Compliance Solutions >
      • AffirmX
      • CECL
      • ComplySight
      • CU CMS
      • CU PolicyPro
      • InfoSight
      • PayLynxs
      • RecoveryPro
      • Training
    • The Memo: Compliance
  • Member Resources
    • Awards >
      • DakCU Awards
      • CUNA Awards
    • CU Awareness (SWAP)
    • DakCU Foundation >
      • Donor Wall
      • Memorials
    • DakCU Health Benefits Trust
    • Financial Well-Being for All
    • Professional Development >
      • Chapters
      • Emerging Leader Program
      • Sales CU Training
      • Training
    • Strategic Partners >
      • CAP Program Directory
      • Compliance Solutions
      • Pee Wee and Friends®
  • News & Events
    • The Memo
    • Events Calendar
    • Annual Summit >
      • Agenda
      • Sponsors
    • CUNA GAC
    • MonDak
    • New Ideas
    • Sales CU Training
  • About Us
    • Board of Directors
    • Contact Us
    • Our Team