Speaking

Workshops

Consulting

Relationship Management System (RMS) Sales and Service Training for Branch Positions


This one day course focuses on helping you develop skills that will strengthen your interactions with new and existing members. You will learn a sales process that helps you uncover your member's financial needs and wishes in a way that positions you as a confident financial advisor. You will also receive new tools to guide you through these conversations and help you capture the information you are learning from your members so that you can truly personalize your future interactions with them, making for a deeper, long lasting relationship.



Virtual Relationship Management System (RMS) Sales and Service Training for Call Center and Interactive Teller Positions


This one day course focuses on helping you develop skills that will strengthen your interactions with new and existing members via virtual channels such as ITM machines and Call Center environment. You will learn a sales process that helps you uncover your member's financial needs and wishes in an efficient and comfortable way.



Engaged and Effective Outbound Calling


Lets face it, as soon as you mention outbound calling to your frontline teams, most of them cringe or hide in the back room. In this workshop you will learn how to leverage your existing marketing efforts to create engaging calling events that your teams will eagerly volunteer for because not only will they have fun, but they will also be successful. You will see amazing results after hosting one of these events.



Delivery Channel Evolution


Video Tellers? Self-service kiosks? Mobile Exclusive? As industry thought-leaders specializing in developing delivery channels that meet the diverse needs of your members and potential members, we will share current trends in channel evolution and ideas of where to evolve over the next 12 months to increase relevance and usefulness to consumers.


Event of the Year! Sales and Service Rally Event Kit


This is one workshop you will not want to pass on if you need to rally your frontline staff for their sales and service goals. In this session we will create a customized agenda for an after-hours event that will educate and engage your frontline employees in a fun and dynamic setting geared at helping you achieve your credit union’s goals. In this workshop you will receive everything you need to lead your own sales and service rally inclusive of and agenda with a timeline for the two hour event, customized sales and service activities that mirror your credit union’s goals and initiatives, facilitator talking points, and a shopping list of materials for the main event. If preferred, we could lead the entire event and purchase all of the materials so that the only thing needed is for you to set the date, send an invite, and show up. Either way, this event will be one to be remembered.



Services

Our services will provide your credit union with clear structure, innovative solutions, and a way to feel comfortable embracing leadership development and sales and service strategies. We offer an array of speaking, training, and consulting services in the following areas: