SalesCU’s Post

Selling is an important part of what we do for our members. When teaching sales to our employees, they need to know how to identify sales opportunities, or rather when a member needs a new or different product or service. They also need to understand that selling in the credit union way focuses heavily on the opportunity our products and services provide our members, not the other way around.   Read the full article with the link in the comments. #creditunionsalestraining #creditunionsalestrainingprogram #creditunionsalegoals #creditunionoutboundsalestraining #creditunionsales #creditunions #CUadvantage #salescu

It’s tough to see a job once focused on helping customers transform into a relentless push for sales. What was once about providing real financial support is now driven by quotas and targets. This unnecessary sales presure not only increases stress for bank employees but also erodes the trust that should be the foundation of banking. When sales take over, the job becomes less about people and more about numbers—a change that benefits no one in the long run. #Bankers

Sandler Rule #20: The Bottom Line of Professional Selling Is Going to the Bank The bottom line of selling is going to the bank. Selling is our livelihood. It's the way that we get all the things that we need and we want. Be a scientist. Don't wing it. Have a process and use it over and over! Want to learn more about having a predictable repeatable process? We should talk: https://hubs.la/Q02zdwvW0 #SandlerInIndy #Sales #SalesProcess

Its not just about giving the loan! Our sales managers put in all their efforts to make sure customers have a smooth process, and here is the behind the scenes.  👀 #BranchDiaries #LifeatPiramalFinance #PeopleNotJustPapers #PiramalFinance

In nearly all situations where sales performance is poor, there is a lack of accountability. If sales expectations have been set but are not being met, it’s generally because team members are simply allowed to underperform without recourse. Now, I am not advocating that credit unions simply march through the office handing out pink slips to everyone not meeting sales expectations. It’s important to understand that performance issues are multifaceted. Team members must be given an opportunity to succeed. That includes the credit union providing: 1. Effective sales training 2. Consistent sales coaching 3. Time for the salespeople to succeed But salespeople must individually put in the time to learn and excel. That includes, applying what they are being taught, responding to coaching by following through, and making measurable progress. The salesperson should also be expected to report back on the progress they make and on their results. If that isn’t happening, then it must be treated just like any other performance issue. Certainly, a call center manager wouldn’t turn a blind eye to an agent who’s sitting on “unavailable” half of the day. The same applies to a salesperson not meeting the expectations of his sales role. #creditunionsalestraining #creditunionsalestrainingprogram #creditunionsalegoals #creditunionoutboundsalestraining #creditunionsalesleadership #creditunions #CUadvantage

How have you started Quarter 2 - the MOST important quarter of the year for any banker or sales person???? For tips and ideas on how to create a GREAT second quarter please read my latest article and watch the embedded video. https://lnkd.in/gyvpypGE Please share your thoughts on how to make Q2 great or message me for additional assistance and ideas. #quartertwo #salestraining #communitybanking #success #financeprofessional

🚀 From Reactive to Proactive: The SalesCU Approach 🚀 American United Federal Credit Union, a $200 million institution in Salt Lake, discovered that a reactive sales culture led to under-serving their members. By shifting to a proactive sales approach, focusing on building relationships rather than just processing requests, they transformed their results. One year, their loan growth was negative. But after implementing structured sales training and coaching, they saw a 17% turnaround in in the following year! This is the power of proactive sales. #CreditUnion #SalesTransformation #ProactiveSales #SalesCU

Hello Professionals My post this morning is about one of the numerous things that makes credit go bad. One of them is unrealistic targets that leads to overfinancing. Overfinancing simply means to finance above the clients capacity. What Unrealistic target does is that it puts the Sales team under undue pressure to sell loan or credit (depending on the industry), which most times leads to overfinancing that is some whose limit should be around 500k, is been given credit facility of 3m. In this type of situation the client is already in a quagmire.

The hidden cost of pressure-driven sales tactics: Your borrower’s confidence. Many lenders push to close deals quickly. But rushing leads to overwhelmed borrowers. There’s a better way. It’s not easy, but it’s worth it: • Educate them on the process • Simplify complex concepts • Empower them to make informed decisions It’s not about just closing deals. It’s about building trust and lasting relationships by empowering borrowers.

Is debt collection the end of the sales process? As a credit professional , I've always considered payment as the close. But I'm curious to hear your thoughts. Do you consider debt collection as the end of the sales process or is there more to it? Let's start a conversation in the comments below. #salesprocess #debtcollection #payment #sales #opinions