Referral Sales Champion


For Front-line Employees 1 Session 3 Hours of Training Online
$199

Select Series


January 31, 1–4 pm ET

$199 per participant

February 21, 1–4 pm ET

$199 per participant

March 21, 1–4 pm ET

$199 per participant

April 18, 1–4 pm ET

$199 per participant

May 23, 1–4 pm ET

$199 per participant

June 20, 1–4 pm ET

$199 per participant

July 25, 1–4 pm ET

$199 per participant

August 22, 1–4 pm ET

$199 per participant

September 26, 1–4 pm ET

$199 per participant

October 24, 1–4 pm ET

$199 per participant

November 28, 1–4 pm ET

$199 per participant

December 19, 1–4 pm ET

$199 per participant

Learn how to thrive in a sales environment.

With a goal of making your members’ financial lives better, every person in the credit union, regardless of position, has the responsibility to offer products and services that do just that. Although, it may not be your “job” to sell, it is your responsibility to discuss and offer products that will make help your member. Referral Sales Champion teaches your team members how to identify product and service needs and the most efficient way to do so.

Who should attend?

Any credit union employee in transactional positions who have the responsibility to refer products and services to members but do not have the ability to open accounts.

Facilitated by:

Scott Albrecht – AVP, Learning & Development
Megan James – Manager, Learning & Development