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.

Limited to 50 participants!
Get your seat locked in now.

What you’ll learn:

Elry, Tansley and Taylor will guide you and your team through the best practices for effective journey mapping:


Elry Armaza
Elry Armaza
Chief Transformation Officer
Community Financial Credit Union
Tansley Stearns
President & CEO
Community Financial Credit Union
Taylor Murray
ServiStar Consulting


This workshop is free to all ServiStar Member Experience Builder clients (past and current).
For non-Member Experience Builder clients, the cost is $799 per credit union.

Limited to two attendees per credit union.

Recommended hotel:

Delta Hotels by Marriott Detroit Novi
37529 Grand River Avenue
Farmington Hills, MI 78335
(248) 653-6060

Email whitney.pickett@servistarconsulting.com for questions.

Learn How to Thrive in a Sales Environment

Many credit union employees shy away from anything to do with selling. However, to live out a credit union’s mission of improving the financial well-being of its members, selling is a necessity. In this 4-hour livestream course, ServiStar will help your employees understand the concept of relationship selling and give them the confidence to move beyond being order-taking and into trusted advisors.

Becoming a Sales Champion will equip your employees with the tools and practices needed to thrive in today’s challenging sales environment. This live workshop includes lecture, breakout sessions and Q&A with credit union employees from across the country. Learn how to set your credit union up for success and create an extraordinary sales experience.

Who Should Attend?

Any credit union employee who works in a selling position – branch and call center managers, and member service and call center representatives.

Topics Include: