Industry Specific Common Sense Service Programs
Common Sense Member Service
Do you need to jump start the service and sales efforts of your credit union? Credit union member service trainer and credit union sales trainer Teresa Allen is the perfect selection when you need credit union training expertise and you want a fun and interactive credit union training session for your staff that will lead to immediate and significant results!
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Most Popular Credit Union Conference Programs: (click links below to download brochures)
CREDIT UNION MEMBER SERVICE TRAINING:
Member Conflict: Opportunity Knocks!
Member Conflict can signal the end of your relationship with a credit union member or the beginning of an even stronger relationship! In this highly interactive program using music and role plays, Teresa shows participants how to:
Click HERE to download a brochure on this great program!
Making Lasting First Impressions
First impressions are the life blood of the credit union. This entertaining and informative seminar opens with a skit titled “Once IS Enough” starring your staff! Participants will learn how to:
CREDIT UNION SALES TRAINING:
Branch Manager Sales Workshop: 12 Sales Mini-Sessions for Your Branch!
This workshop will allow managers to launch an on-going sales training program within their office. The positive result will be a continuous strong sales effort at the branch, directed and continually monitored by a manager who now has the skills and tools necessary to coach his or her team to higher sales performance levels. Program includes a 50 page trainer’s manual for the manager, complete with reproducible handouts to take back to the branch!
Click here for Printable brochure Sales Mini Session Workshop
The Art of Asking Questions: Your Key to Credit Union Selling
Build the sales skills of your credit union through this highly interactive workshop where platform sales personnel practice the skills they are learning through numerous exercises and role plays. Areas covered include those listed above.
Cross Selling From the Loan Portfolio
Cross sell training in the credit union often focuses only on the deposit side. In this unique seminar, your lending personnel will discover the wealth of cross sell opportunities in the loan portfolio documents: Personal Financial Statement, Credit Application, and Credit Bureau Report
Click here for a printable brochure on these credit union training programs
Why hire Teresa to jump start your sales and member service culture?
Formerly an Account Executive and National Trainer for Clarke American, Teresa called on 8 to 10 banks and credit unions a day for three years. Teresa now shares her bank and credit union experiences and observations with your staff; large credit unions, small credit unions, regional and national bank competitors, community bank competitors, large bank & credit union competitors, small community bank and credit union competitors; successful sales and service institutions as well as banks and credit unions with very weak sales and service efforts.
Teresa has molded her sales and service credit union training programs around her observations of what worked and what didn’t work in the real world. Credit union staff members across the country express their appreciation for Teresa’s understanding of their day-to-day environment!
Teresa also offers consulting services to your credit union. She frequently arrives the day before your credit union training to visit your branches. She is then able to discuss her observations of your sales and member service efforts with management and emphasize areas of greatest need in the credit union training program the following day.
Please contact Teresa - she will be happy to recommend the perfect programs for your credit union training or credit union conference! 850-460-7105
Credit Union Speaker Teresa Allen has shared ideas with credit unions across the U.S. for over 20 years!
Click Here to print a flyer on these presentations and their full descriptions.
Credit Union Member Service Keynote
Credit Union League Testimonial
"We have been fortunate to work with Teresa Allen as a speaker for the League of Southeastern Credit Unions recently; for our 2014 fall Southeast Leadership Development Conference (SLDC) and our large 2015 Southeastern Credit Union Conference and Exposition (SCUCE) held recently in Orlando. WOW! She was full of energy, thought provoking, and provided great ways for our credit unions to learn how to better serve their members! Teresa has great information, very relevant, easy to grasp, full of sharing wonderful personal experiences, tons of information as well as she is fun and motivational! It is hard to find a speaker that can do all that....and Teresa nailed it! Not only generated a buzz in the conference, she was a dream to work with! Quick responses to information we needed, good communicator, efficient, sharp and ‘whatever it takes' attitude to make her sessions ‘5-star; over the top'. Don't miss your opportunity to have Teresa at your conference! "
- Julianne Talley, League of Southeastern Credit Unions Alabama/Florid
Teresa talks to staff about the importance of focus on LIFE NEEDs not product needs
Watch this great clip of a spontaneous moment in Teresa's program... exactly WHY participants LOVE her!