On-site Cross-Selling Training

Our cross-selling training can help you:

• Build more profitable relationships with members
• Develop a cross-selling environment and culture change
• Increase the ability to capture loan and deposit dollars from members
• Increase service penetration with new members
• Improve coaching skills of supervisors and managers

The program is offered in two phases or programs

The first phase is Knowing Enough to Suggest, a general staff cross-selling training program that introduces cross-selling to all credit union employees. A companion set of video training tapes is available, great for new-hires - click here.

The second phase, SCAN for Possibilities, is specifically designed to provide more advanced selling skills to member service representatives and front-line personnel who have daily contact with members.

As a great refresher, the One Minute Cross-Sell is designed to give your front-line the tools to feel confident and assured in cross-selling, so both the credit union and the members benefit. The One-Minute Cross-Sell Coach workshops provide the guidance, the tools and the evaluation techniques to help supervisors ingrain the sales culture within the credit union environment. A video training set is also available - click here!