CUNA Sales & Service Culture Institute Sessions

Establishing a sales and service culture, for most credit unions, is an exercise in changing the culture of your organization.   Using a change management model, the institute sessions will explore the importance of organizational alignment and dive deep into the three distinct phases that an organization goes through to achieve productive change and a successful sales and service culture: Transitioning, Advancing, and High Performing.  

In each phase we’ll explore relatively simple, yet important, steps credit unions can take to ensure sustainable results.


Critical Success Factors for a Value-Driven Sales Culture

Develop an understanding for how your credit union's strategy can influence your culture, identify the factors that create optimal member and employee experiences and discover the power of an aligned organization.


Transitioning to a Sales Environment

Through this session, you'll gather strategies to evaluate your credit union's organizational needs, establish team goals, and communicate your vision to staff. Through a discussion of best practices for training for sales culture success, you'll takeaway tools to measure, communicate team progress and evaluate overall achievements.


Advancing Your Sales Culture

Elevate your coaching process with these strategies for developing individual goals, publishing progress reports and developing methods for handling poor performance or recognizing success.


Transforming to a High Performance Sales Culture

Learn methods to simplify tracking using measurement and information systems to advance your sales training and coaching.


Action Planning

You'll develop an action plan to analyze and make recommendations for your credit union, using all of the information gathered in previous sessions, so you can return back to your credit union ready to implement.

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