Referral Sales Champion


For Front-line Employees 1 Session 3 Hours of Training Live Online
$99

Select Date


June 26, 1–4 pm ET

$99 per participant

July 24, 1–4 pm ET

$99 per participant

August 28, 1–4 pm ET

$99 per participant

September 25, 1–4 pm ET

$99 per participant

October 23, 1–4 pm ET

$99 per participant

November 20, 1–4 pm ET

$99 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.


Bundle with other events for greater value and bulk pricing!