Sales Leader
Recognizes leaders who have completed Sales Fundamentals, Advanced Sales Skills, and Transformational Leadership training. Demonstrates the ability to coach performance, create individual development plans, apply structured coaching models, and lead teams toward sustainable, member-first sales excellence.
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
Learning Objectives for Transformational leadership:
Identify employee coaching needs
Form individual development plans
Execute the 4-step Coaching Process:
1. Observe
2. Plan
3. Develop
4. Apply
Coach using one of four coaching models:
1. Developer
2. Modeler
3. Supporter
4. Empowerer
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
Certification authorizing delivery of SalesCU sales and leadership training within a credit union
Highest credential recognizing elite facilitation and leadership of SalesCU programs across credit unions
©2024 SalesCU | All Rights Reserved.