Helping Credit Unions Maximize Revenue & Growth Through Sales Training
In today’s competitive financial landscape, it’s more important than ever that your member service representatives, loan officers, and frontline staff are skilled at having meaningful, member-focused conversations. With the growing number of financial institutions and fintech options, your team must be equipped to engage members in problem-solving discussions that build trust and loyalty.
Our Credit Union Sales Training helps your staff develop the skills to lead consultative conversations rooted in asking thoughtful, relevant questions. Your team will become more confident and focused on guiding members toward smart financial decisions—both now and in the future. Strengthen your member experience by investing in training that prioritizes connection, clarity, and service.
"Thank you to ACTG for your help and leadership in guiding us to not only becoming what we can be but more importantly, helping us realize what we can become and to have the confidence that we can not only achieve our goals but surpass them.”
Our Credit Union Sales Training Approach
All community banks and credit unions have a unique culture, often tied to the communities they serve. We honor that culture and work closely with senior management to customize a business development/sales training approach that “fits.” It is still entirely possible to have a service mentality and develop customer service representatives and bankers to be confident in their ability to probe, listen intently and uncover needs to more fully serve the client or member. In fact, they must! This is when relationships are built and trust is earned.
We will build a credit union sales training approach around your geographic needs as well as the specific nuances of each business line. We understand your business and taking care of members, and will draw upon our years of experience to customize your program. We will help your member service representatives become the “smart” solution; ready with a consultative approach to uncover a prospect’s needs in order to assist them in making important financial decisions.
Why Choose Anthony Cole Training Group
Deep Domain Expertise in credit unions, banks, insurance and financial services and industries requiring knowledgeable, longer-sales cycle, consultative salespeople
Instructors are Sales-Experienced Training Veterans with extensive financial services knowledge and experience delivering, role-playing, recruiting, on-boarding and coaching
Sales Managed Environment® Certification – Sales leaders are trained to cultivate and grow company sales culture and results
30 Years of Data & Experience developing salespeople into consistent & predictable producers
Contact Us to Learn More About
Credit Union Sales Training
Schedule a time with one of our sales experts, and receive a free evaluation of your team.
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