Turn your order takers into opportunity makers with a practical, member-centric training program designed specifically for frontline staff.
Unlike traditional sales programs that emphasize scripts and quotas, this program is laser-focused on helping your team develop the skills to build genuine relationships with members; equipping participants with the tools to bring humanity, empathy, and authentic connection into every member interaction.
By shifting from pressure-driven selling to purpose-driven conversations, the program tackles some of the most challenging aspects of service and sales, including overcoming fears, handling objections, and confidently de-escalating difficult situations.
Participants explore the psychology behind member decisions, develop emotional intelligence, and learn how to meet members where they are by building trust through active listening, empathy, and personalized communication techniques. The result is a more confident, emotionally intelligent team that can connect with members on a deeper level to deliver meaningful solutions while creating exceptional member experiences that drive loyalty and long-term growth.
We know how hard it can be to take staff out of the front lines so we have designed this program with flexibility in mind. Upon check out, participants can select the dates that work best for them!
$750 per person
$560 per person (Small Credit Union Discount)
$1249 per person (Non-Member Credit Unions)
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