Call Teresa Today: 850-460-7105 
Teresa Allen​Customer Service Speaker
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  • Programs
  • Video
  • Bio
  • Kudos
    • Testimonials
    • Client List
  • Get Common Sense BLOG
  • Contact
    • Request Info
    • Meeting Planners

Programs

Industry Specific Common Sense Service Programs

Credit Union:
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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!
Download Teresa's BIO
Most Popular Credit Union Conference Programs: (click links below to download brochures)
  • Common Sense Member Service: Close Encounters on the Front Lines
    Great keynote!
  • Leading Your CU Member Service Team & Initiatives in a New Post-COVID Reality
    Ask Teresa for information on this new program!
  • Let's Get Engaged!  Engaging Members & Employees
    Ask Teresa about her blinky 'engagement rings' that your participants will fight for!!
  • Common Sense Communication:  Who am I, Who are YOU?
    Highly interactive breakout - perfect companion to Common Sense Member Service program.
  • Credit Union Expectations: Meeting 'Em & Beating 'Em
    Perfect for mixed level/responsibility groups.
  • Member Conflict: Opportunity Knocks!
    Teresa's most popular program for in-service day events.

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:
  • Differentiate between Institutional and Transactional Complaints
  • Respond to Varied Levels of Member Anger
  • Handle Complaints cause by Credit Union Error, Member Error, Policies, & Regulations
  • Avoid Conflict by Catering to Varied  Member Personalities

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:
  • Make Members Feel Welcome
  • Avoid Credit Union Lingo
  • Project a Positive Attitude
  • Establish Rapport
  • Recognize Sales Opportunities 
  • Provide Lagniappe Service

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!
  • Knowing Your Competition
  • Being Prepared to Sell
  • The Person Behind the Sale
  • Questioning Skills
  • Features & Benefits 
  • Handling Objections
  • Easy Cross Sells
  • Product Presentations
  • Closing Techniques
  • Selling Credit Cards/ CDs
  • Selling to Seniors
  • Cross Selling From the Loan Portfolio

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!

Consulting Services...
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

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​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!

Call Teresa Today!  850-460-7105
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