While many front-line staff have had cross selling training, the prolonged down economy has taken a toll on the borrowing and use of financial services by consumers who have been impacted by it. To ensure the front line is tuned into the consumer mentality, this session will provide tips to cross-selling in a positive, rewarding way for both the member and the employee.
- Tips that participants will gain from this training session are:
- Making sure your nonverbal communication is appropriate for the stressed member
- Using the right verbal communication for an empathetic conversation
- Understanding how to cross-sell to men versus women with the gender differences
- Leading cross sell tips to make the most of the time-challenged consumer
The session is designed to provide those tips that help front line staff create a better experience for members to set the stage for easier cross-selling to reach credit union goals.
Speaker: Nicolette Lemon founded LemmonTree Marketing Group, a full-service marketing agency, in 1984, providing strategic marketing solutions, MCIF analysis, and market research solutions to clients nationwide. From 2003-2010, with a team of advisors, she created and headed the faculty of the Credit Union Marketing University, a weeklong academically based program for which students earned Continuing Education Units (CEUs) from Arizona State University.
Marketing Council members receive a 10% discount
Over $75 million - $109 per telephone connection
$7-$75 million - $89 per telephone connection
Under $7 million - $59 per telephone connection
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M.
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.