Professional Development through partnership with CUNA

Sales & Service Boot Camp (Raleigh, NC)

October 9–10, 2013
Raleigh, NC

Also available October 7–8, 2013

ABOUT THIS EVENT

It's all about the RELATIONSHIP!

This action packed interactive session is designed to equip your team with the skills, behaviors and knowledge to meet and exceed member expectations using specific techniques that will build long-term expanded relationships with your members.

During this session, we will explore our environment to better understand our starting point – then move into what members expect from us verses what we are actually delivering. Building from the members' expectation, we will work through a set of action steps and behaviors that will ensure "every member" – "every time" has their expectations met and exceeded.

Member needs equate to product sales! Members using the right products equate to a profitable household!

Return to your credit union with increased comfort, confidence and professionalism – along with a personal development/action plan that managers can use for coaching on the job application to ensure sustained results and outcomes.

During this session, you will:

Improve service/sales experience and consistency for your members
Increase products per household
Develop a more proactive approach to the way you do business with members
Enhance the service, sales and leadership culture within the organization
Learn techniques to match member needs with appropriate product/service
Improve bottom-line results
Create an environment where members' needs are exceeded
Sell the "relationship" and the "credit union" not just the product
Increase comfort, confidence and professionalism

Schedule

Day 1

8:30-9:00 a.m. Registration
9:00-9:30 a.m. Kick Off, Introductions and Learning Objectives
9:30-10:15 a.m. Member Facts
10:15-10:30 a.m. Break
10:30 a.m.-Noon The Sales and Service Continuum
Noon-1:00 p.m. Lunch
1:00-2:30 p.m. Sales and Service Skills / Part 1 Uncovering Needs
2:30-2:45 p.m. Break
2:45-4:30 p.m. Part 2 Uncovering Needs / Skill Practice
4:30-5:00 p.m. Wrap Up

Day 2

9:00-9:30 a.m. Opening Discussion
9:30-10:30 a.m. Presenting / Benefits
10:30-10:45 a.m. Break
10:45 a.m.-Noon Checking in / Gaining Commitment
Noon-1:00 p.m. Lunch
1:00-2:30 p.m. Review / Putting it all together
2:30-2:45 p.m. Break
2:45-4:00 p.m. Skill Practice
4:00-4:30 p.m. Personal Development Plan
4:30-5:00 p.m. Final Wrap Up

Note: To access the front of the building and the visitor parking lot, turn on Wake Towne Dr.

LOCATION

Sales & Service Boot Camp (Raleigh, NC): October 9–10, 2013

SECU OPERATIONS CENTER
3101 Wake Forest Rd
Raleigh, NC 27609-7845

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

TUITION Registration is $369 per attendee or $339 each for multiple attendees from the same credit union. $299 when you send 5 or more people from the same credit union ($70 discount). To receive the multiple attendee discount, all registrations must be processed in the same order. Small CU Discounts: CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the "Complete Checkout" page. Only one discount applies. Affiliation with CUNA/League is required for attendance.
WHO SHOULD ATTEND This session is beneficial for credit union front line staff.
INSTRUCTORS
CANCELLATIONS Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

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