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Beyond the Transaction: Teller Workshop

September 8, 2026 9:00 AM - December 15, 2026 4:00 PM (EDT)

Description

This sales and service program is designed for the realities of the teller line. This class helps participants move beyond scripts and sales quotas to focus on what matters most: building genuine, trust-based relationships during everyday transactions. Tellers gain the skills and confidence to turn routine interactions into meaningful conversations that uncover member needs and create value.

Through hands-on learning, participants develop the ability to bring empathy, authenticity, and human connection into every member interaction. The program addresses common frontline challenges, including identifying cues, handling objections and reducing anxiety around the sales process.

Tellers also explore the psychology behind member behavior, strengthen emotional intelligence, and practice active listening and personalized communication techniques that help them meet members where they are. The result is a more confident, capable teller team that can create positive, memorable experiences that build loyalty.

Time

Sessions are from 9am-4pm

Pricing

$349 per person

$261 per person (Small Credit Union Discount)

$549 per person (Non-Member Credit Unions)

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Contact Information

Cooperative Credit Union Association
Name: Aimee Morin
Email: amorin@ccua.org
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