In-person Training Program
We have structured customized training so you can deliver sales training to your entire team... Learn how below!
Team members attend one of the Credit Union Sales Intensive Workshops
This one-to-three-day workshop delivers high-impact training on the fundamentals of credit union sales, advanced sales strategies, and transformational leadership. Team members will attend one, two, or all three days based on their roles. This training will be conducted in multiple sessions, over a 2 or 3-week timeframe. We will repeat each workshop multiple times to ensure everyone gets through the training while not significantly interrupting branch and call center operations. Location and dates will be scheduled with your leadership team and delivered in person by a seasoned SalesCU senior sales trainer. Learn more
New Team Member Training
Once training is finished, you will still have turnover and hire new employees. SalesCU will provide training for all new team members by having them attend future virtual workshop dates.
Workshop Dates: Sep 30-Oct 2, 2025 | Oct 28-30, 2025 | Feb 10-12, 2026 | Mar 10-12, 2026 | Apr 14-16, 2026 | May 12-14, 2026
Enroll Team in Online Sales Training Courses
Following the intensive workshop, team members are enrolled in a series of 14 follow-up online training courses provided by SalesCU. These courses are tailored to their specific job roles and designed to reinforce key concepts from the workshop while promoting real-world application in member interactions. To keep the momentum going, SalesCU provides a full year’s worth of targeted training content, including topics such as:
Developmental Coaching and Team Sales Meeting Agendas
SalesCU equips your leaders with practical tools and resources to support effective one-on-one coaching and employee development. In addition, we provide a full year’s worth of sample team sales meeting agendas, designed to keep your team focused, engaged, and continually improving their sales performance.
READY TO GIVE US A TRY?
Act now to get your team started by requesting a quote or scheduling a call below!
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Meet Your Trainers
Nick Brown
President and CEO of SalesCU
24+ years of credit union sales
and leadership experience
Chris Hokom
Senior Master Trainer and Coach
30+ years helping credit unions with sales, service, and leadership cultures worldwide
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