Sales Specialist II
Awarded for advanced mastery of member-focused, needs-based selling through Sales Fundamentals and Advanced Sales Skills training. Validates proficiency in member interviews, cross-selling, upselling, loan recapture, onboarding, managing objections, and confidently aligning solutions to member needs.
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 and Advanced Sales Skills Workshop | 12 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
Manage sales objections
Conduct effective member interviews
Cross-sell core products and services
Up-sell ancillary products and services
Perform loan recapture
Skills:
Consultative Selling | Member Interviews | Loan Recapture | Upselling | Product Alignment | Sales Strategy | Financial Solutions | Managing Sales Objections
Related Certifications:
Foundational needs-based sales certification focused on member conversations, product alignment, and commitments
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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