Sales CU Training Workshop

Next live online session begins on May 16 – register by May 5 to transform the way your employees sell at your credit union. 

This three-day live online workshop 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:

• Competent sales training built for your credit union.
• Employees empowered with the sales mindset, processes and skills needed to sell.
• And leaders with the expertise to coach and mentor their sales teams to peak performance.

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The Credit Union Intensive Workshop, through Sales CU, will train your staff to get consistent sales results.
But don’t take our word for it – here’s what some past attendees had to say:
 
Tony Pannone, Chief Information Officer, Highmark CU: “We absolutely love the program and we have seen more results with SalesCU than with any other program we have brought in. I would 100% recommend to others who want to see positive sales results!”
 
Andrea Fleming, Training Director, Highmark CU: “The workshop was great by assisting our staff in their roles at Highmark by providing the culture of coaching and ways to deepen our relationships with our members. Nick was extremely knowledgeable with his content, and we have already noticed some positive results! We are sending additional employees to the workshop again this year.”

​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 (CT) with a two hour morning session, 30-minute lunch break, and a two hour afternoon session.

Pick from these upcoming workshop dates in 2023:

• May 16-18 – ​Registration deadline: May 5
• September 12-14 –Registration deadline: September 1
• October 31–Nov 2 – ​Registration deadline: October 20

 
Questions? Contact George McDonald, Chief Officer of Strategic Services