Sales Specialist I
Earned by completing SalesCU’s Credit Union Sales Fundamentals and teller/contact center training. Demonstrates foundational skills in needs-based conversations, effective questioning, product alignment, objection management, and gaining member commitments using SalesCU’s SURPASS sales process.
Certification Requirements:
Complete Teller or Call Center Sales Learning Plan
12 hours of online training courses
Courses Required:
Credit Union Sales Philosophy Transactor
The SURPASS Sales Process Transactor
Communication 101 Teller or Communication 101 Contact Center
Product Mapping
Creating the Product Profile
The Simple Offer
Managing Objections
Commitments, Referrals, & Proper Follow-up Transactor
Completed Credit Union Sales Fundamentals Workshop
6 hours of instructor-led training
Learning Objectives:
Identify member needs and how to have an effective sales conversation
Uncover needs and motivations by asking questions
Align products and services to meet member needs
Gain proper and effective commitments
Skills:
Needs-Based Selling | Member Experience | Communication Skills | Managing Objections | Cross-Selling | Relationship Building | Financial Services Sales
Related Certifications:
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
Highest credential recognizing elite facilitation and leadership of SalesCU programs across credit unions
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