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The Credit Union Leadership Podcast

The Credit Union Leadership Podcast

Business

38. Sales, Service, and Leadership Training

38. Sales, Service, and Leadership Training

2022-03-29
Download

On Taylor Murray's 1 year Anniversary, we discuss the roadmap for 2022, what changed in 2021, and how we are building on our successful model to dominate in this space and be there for our clients where they need us to be in the areas of sales, service, and leadership training.

T

Check out the newest offering at ServiStar below:

Emerging Leaders
 
STARTS:
MAY 12, 2022
ENDS:
OCTOBER 13, 2022
LOCATION:
ONLINE
REGISTER NOW
ServiStar's Emerging Leaders Program Improve employee engagement
Give new and emerging leaders confidence
Have new managers performing from the first day 
‍

Newly promoted managers often find themselves facing many challenges:

  • How do they build trust?
  • How do they establish themselves as leaders?
  • How do they manage people who were their peers just days ago?

Credit unions typically provide about two weeks of training to a new teller.  But how much training is provided to a new manager?  Isn't leading people more challenging than operating a teller window? Should new managers be forced to learn through experience only? Do you think that will have negative implications on employee engagement, production, and member experience? 

ServiStar’s Emerging Leaders program will take new and emerging managers and turn them into confident, competent, high-performance leaders who will be able to develop their own personal leadership style, deploy core coaching skills and maximize employee engagement and performance. Through live training, homework assignments, networking with other new managers from across the credit union movement, and unlimited access to the ServiStar experts, your new and emerging managers will begin to thrive.

Who should attend:

Leaders who are early in their management career (5 years or less) or employees who will soon be promoted to a leadership position.

What's included:
  • Seven 2-hour information-packed sessions.
  • Homework assignments between each session to ensure implementation of learning.
  • Personal leadership assessment.
  • Top 5 Clifton Strengths Assessment with a pre-course workshop led by Scott Albrecht on how to leverage your strengths.
  • Unlimited one-on-one access to our facilitators to discuss leadership challenges.
  • Access to the ServiStar Network to collaborate with peers.
  • Pre- and post-course assessment to validate participant improvement.
  • Certificate of completion.
ServiStar (servistarconsulting.com)
Begins May 12
Sessions are most Thursdays from 3–5 pm ET (12–2 pm PT) Sessions:
  • May 12 - Common Pitfalls for Emerging Leaders (and How to Avoid Them)
  • June 9 - Developing a Leadership Brand
  • July 14 - Mentor Development
  • August 11 - Coaching
  • Sept. 8 - Building Trust and Influence
  • Oct. 13 - Emotional Intelligence
  • Nov. 9 - Change Management (Note: this is on a Wednesday)

 

We also have Quarterly Training Offerings that we discussed on the podcast: 

2022 - Quarter 2 - Referral Sales Champion Livestream Training
 
STARTS:
APRIL 12, 2022
ENDS:
APRIL 12, 2022
LOCATION:
ONLINE
REGISTER NOW
Becoming a Referral Sales Champion

Tuesday, April 12 from 1-5 pm ET (10 am-2 pm PT)

Tellers and call center representatives are focused on serving members quickly. There is no time to cross-sell credit union products or services. These employees, however, are in perfect positions to identify ways to improve the member's financial well-being. In this 4-hour Livestream course, ServiStar will help your employees understand the importance of their role and teach them to quickly make a referral.

Identify What Will Improve the Member's Financial Life

Facilitated by Scott Albrecht, AVP of Sales and Training, Becoming a Referral Sales Champion will equip your employees with the tools and practices required to quickly ascertain a product or service need that will greatly improve the member's financial life, and then make the appropriate referral. This Livestream training includes lectures, Q&A, and breakout sessions with credit union employees from across the country. ServiStar will show your employees how to set themselves up for success and how to create an extraordinary referral experience.

10 Seconds Is All It Takes

ServiStar will teach your employees what to listen and look for, how to communicate effectively, and how to provide a referral - that easy, that quickly.

Sign Up New Employees or Current Ones in Need of a Refresher

This Livestream course is for any credit union employee who works in a position that can refer products and services to members, like tellers and call center representatives. Free up valuable HR/Training personnel time by sending your new employees to this training or current employees seeking a refresher course. In fact, this course is offered twice a year so your credit union can make it part of your New Employee Orientation.

Let the Experts From ServiStar Train Your Employees

Why choose ServiStar? We offer research-based credit union-specific solutions that have successfully worked for the top-performing credit unions in selling and referring.

Investment: Only $199 a person

Discounts are available when registering 5 or more employees (email Scott@ServiStarConsulting.com or more information).

Registration is now open  
Tuesday April 12th from 1-5 pm ET (10 am-2 pm PT)
Topics include:
  • What is Relationship Selling and why is it important
  • How to quickly identify product and service needs
  • How to use the 10-Second Referral Process

Who: Any employee in a referral position (e.g., tellers and some call center representatives)

When: Tuesday, April 12 from 1-5 pm ET (10 am-2 pm PT)

Where: Online - this is a live virtual training (a Zoom link will be sent after confirmation of registration)

Facilitator: Scott Albrecht, AVP of Sales and Training

 

2022 - Quarter 3 - Becoming a Sales Champion Virtual Workshop
 
STARTS:
AUGUST 2, 2022
ENDS:
AUGUST 2, 2022
LOCATION:
ONLINE
REGISTER NOW
Becoming a Sales Champion

Tuesday, August 2 from 1-5 pm ET (10 am-2 pm PT)

Many credit union employees shy away from anything to do with selling. However, in order to live out a credit union's mission of improving the financial well-being of its members, selling is a necessity. In this 4-hour Livestream course, ServiStar will help your employees understand the concept of relationship selling and give them the confidence they need to move beyond being order takers and into someone your member's trust has their best interest at heart.

Learn How to Thrive in a Sales Environment

Facilitated by Scott Albrecht, AVP of Sales and Training, Becoming a Sales Champion will equip your employees with the tools and practices needed to thrive in today's challenging sales environment. This live online training includes lectures, Q&A, and breakout sessions with credit union employees from across the country. Learn how to set your credit union up for success and create an extraordinary sales experience.

Identify Ways to Improve a Member's Financial Life

The main three reasons why employees don't want to sell are 1) Lack of product knowledge 2) Fear of rejection and 3) Afraid of being pushy. But, what if we show your employees a way to identify products or services that will improve your member's financial well-being and teach them how to offer it? Doesn't sound like selling when you're helping, right?

Sign Up New Employees or Current Ones in Need of a Refresher

This Livestream course is for any credit union employee who works in a selling position, like branch and call center managers, and member service and call center representatives. Free up valuable HR/Training personnel time by sending your new employees to this training or current employees seeking a refresher course. In fact, this course is offered twice a year so your credit union can make it part of your New Employee Orientation.

Let the Experts From ServiStar Train Your Employees

Why choose ServiStar? We offer research-based credit union-specific solutions that have successfully worked for the top-performing credit unions in selling and referring.

Investment: Only $199 a person

Discounts are available when registering 5 or more employees (email Scott@ServiStarConsulting.com for more information).

Registration opening soon. Get notified when registration opens by filling out the form below.

Tuesday, August 2 from 1-5 pm ET (10 am-2 pm PT) Topics include:
  • How to identify product and service needs
  • How to ask effective questions
  • Benefit selling
  • Overcoming objections to products and services
  • How to ask for the member's business
  • Effective follow-up techniques

Who: Any employee in a sales position (e.g., branch and call center managers, and member service and call center representatives)

When: Tuesday, August 2 from 1-5 pm ET (10 am-2 pm PT)

Where: Online - this is a live virtual training (a Zoom link will be sent after confirmation of registration)

Facilitator: Scott Albrecht, ServiStar Consulting's AVP of Sales and Training

 

We discussed a shift to the digital age and our learning in and doubling down in an online and virtual classroom experience that is industry best. 

Most importantly, we are listening to you. We are and want to continue to be the trusted partner that can customize content and be there for our clients in the ways and areas they want us to be without watering down the academic level research-based criteria that we are known for.

Offering a more convenient offering to credit unions in our new digital studios is something we have refined over the two years we have offered it. with over 1000 virtual training hours in 2021, we have quickly become the best in the market in this area. Virtual has quickly become our go-to way for delivering training content and yet our success over the years has also come from in-person training. Being able to offer both and even a Hybrid setup is crucial in our training programs going forward. 

 

2022 - Quarter 3 - Coaching for Performance Virtual Training Series
 
STARTS:
AUGUST 9, 2022
ENDS:
AUGUST 23, 2022
LOCATION:
ONLINE TRAINING PROGRAM
REGISTER NOW
Coaching for Performance

Tuesday, August 9, 16, and 23 from 1-5 p.m. ET (10 a.m.-3 p.m. PT)

What's the difference between coaching versus managing?
How do you effectively redirect undesired behavior?
Where can you find the time to coach? Let the experts from ServiStar train your coaches

ServiStar offers research-based, credit union-specific solutions that have worked for top-performing credit unions. Using breakout groups, role-playing, and case studies to transfer knowledge, this dynamic, live training broadcast from our studios is just just like having us onsite. Participants will be given assignments between each session so they can implement their new skills quickly.

Get your coaches ramped up for success fast and efficiently

Each 4-hour session will provide managers with the knowledge and confidence to know what to do to be effective performance coaches. This Livestream training series is a great way to onboard new managers into the ServiStar coaching practices that your current managers utilize.

Sign up new managers or current ones who want to hone their skills

This training is not just for new managers.  It is also valuable for managers who previously completed ServiStar's Coaching for Performance training and want a refresher.

Investment: Only $599 a person

Discounts are available when registering 5 or more employees (email Scott@ServiStarConsulting.com for more information)

Schedule Session 1 - August 9
  • Defining Coaching vs Managing
  • Understanding the Importance of Coaching  
  • Using a Performance Management System
Session 2 - August 16
  • Diagnosing Performance Deficiencies
  • Conducting Effective Redirection
Session 3 - August 23
  • Learning How To Be a One-Minute Coach
  • Setting Goals for Skill Improvement
Registration opening soon. Get notified when registration opens by filling out the form below.
Monday, August 9, 16, and 23 from 1-5 p.m. ET (10 a.m.-3 p.m. PT) Topics include:
  • Understanding the Importance of Coaching
  • Using a Performance Management System
  • Setting Goals for Skill Improvement

Who: All frontline and support managers

Where: Online - this is a live virtual training (a Zoom link will be sent after confirmation of registration)

When: Tuesday, August 9, 16, and 23 from 1-5 p.m. ET (10 a.m.-3 p.m. PT)

Facilitator: Scott Albrecht, ServiStar Consulting's AVP of Sales and Training

view more

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