Master Trainer
SalesCU’s highest credential. Awarded after completing Certified Trainer requirements and successfully leading multiple intensive workshops under observation. Authorizes the holder to lead SalesCU programs across contracted credit unions, demonstrating elite-level sales facilitation and leadership development mastery.
Certification Requirements:
New Accounts and Lender Sales Learning Plan | 21 hours of online training courses
Courses Required:
Credit Union Sales Philosophy
The SURPASS Sales Process
Communication 101
Product Mapping
Creating the Product Profile
The Simple Offer
Managing Objections
If-then Commitments
Member Interview
Aligning Solutions to Member Needs
Loan Recapture: Part One
Loan Recapture: Part Two
Onboarding: Part One
Onboarding: Part Two
Completed Credit Union Sales Fundamentals, Advanced Sales Skills Intensive and Transformational Leadership Workshops | 18 hours of instructor-led training
Complete the Trainer Certification training | 6 month certification process minimum
1. In person training:
Day 1: SalesCU trains Sales Fundamentals
Day 2: Participants lead the training on Sales Fundamentals
Day 3: SalesCU trains Advanced Sales Skills
Day 4: Participants lead the training on Advanced Sales Skills
2. Virtual training:
Day 5: SalesCU trains Transformational Leadership
Day 6: Participants lead the training on Transformational Leadership
3. Lead three full Credit Union Sales Intensive Workshops observed by a SalesCU Master Certified Trainer
Skills:
Sales Leadership | Coaching & Accountability | Performance Management | Team Development | Sales Culture | Individual | Development Planning | Change Leadership
Related Certifications:
Foundational needs-based sales certification focused on member conversations, product alignment, and commitments
Advanced sales certification demonstrating mastery of member interviews, cross-selling, upselling, and loan recapture
Leadership certification validating coaching skills, development planning, and sales culture building
Certification authorizing delivery of SalesCU sales and leadership training within a credit union
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