14 pitfalls of building a credit union sales culture
What you need to know to avoid them
Building a strong sales culture in your credit union is crucial for long-term growth, but many institutions fall into common traps that hinder success. This white paper reveals the biggest missteps credit unions make when trying to integrate sales into their service model—and how to avoid them.
Discover why failing to align sales with member service, neglecting leadership buy-in, and setting unrealistic goals can derail your efforts. Learn how to shift the mindset that sales and service are at odds, empower your team with the right training, and create accountability structures that drive real results.
SalesCU provides credit union-specific sales strategy and training tailored for front-line teams, along with comprehensive leadership training designed to create a lasting, service-focused sales culture at your credit union. With over 24 years of credit union sales experience, we equip your employees with the essential sales skills they need to drive business growth in face-to-face interactions within your branch network, over the phone in your service center, through outbound sales efforts, and online with your eLending team.
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Our goal is to increase the individual sales performance of all your member-facing employees, expand member relationships through core product sales—especially loan recapture—deepen member relationships through ancillary product sales, and empower employees to sell in person, over the phone, and online. We also focus on helping employees understand how to onboard new members and introduce new products and services effectively.
The financial services industry is changing, and the old reactive, “order taker” sales approach no longer produces the results needed in today’s competitive environment. To succeed, credit unions must proactively engage their members and add value at every touchpoint. Start transforming your credit union’s sales culture with SalesCU’s online sales training, on-site sales workshops, and sales leadership strategy sessions.
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