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Webinar: Frontline Excellence Series: The Key to Cross Selling & Member Retention

Long-term success for your credit union is based on your commitment and ability to gain and maintain satisfied members. Studies have proven that the more products and services owned, the greater the member retention. The key to successfully adding additional products and services is often determined by how the frontline approaches the promotion process. This webinar will cover the steps toward influencing decision making in your credit union’s favor, while providing a non-threatening, highly-effective approach to cross selling. Discover how to give members the “I have no reason to look elsewhere” mentality. You will also learn the CLIENT Promotion System that will help the frontline identify and act upon cross-selling and referral opportunities. Harness the incredible power of member retention through this time-tested approach to cross selling the right way!

HIGHLIGHTS

  • A cross-selling perspective:  What are the attitudes of members and staff and how does each impact the approach?
  • Four realities to successful cross-selling and retention strategies:  Four things you must know to be successful before you begin
  • The key to effective cross selling and the power of high retention:  Influencing the member’s decision to choose and stay with your credit union and how this impacts long-term success
  • TAKE-AWAY TOOLKIT
    • A plan for recharging the credit union culture to seek cross-selling opportunities
    • Scripts, power phrases, and triggers to identify and effectively cross sell
    • The CLIENT Promotion System:  A highly-effective tool that provides immediate cross-selling results while impacting retention

WHO SHOULD ATTEND?

This informative session will benefit tellers, new accounts staff, member service representatives, business development personnel, and lenders.

Attendance verification for CE credits provided upon request.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – Tim Tivis, Pinnacle Training Group

Tim Tivis is the CEO of Pinnacle Training Group, which specializes in sales, leadership, staff development, and performance training. With 28 years of business development experience, he has created businesses in financial services, organizational software, and training and consulting.

Tim has received numerous sales and business awards and was the youngest president of The General Agents and Managers Association of West Texas.  In addition, Tim has authored two books, Keep Your Eye on the Ball, Building Successful Business Relationships and The Extraordinary Team Dynamic.  Tim has worked with banks, credit unions, financial services providers, hospitals, school districts, and numerous entrepreneurs around the country.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

April 3rd, 2013 2:00 PM   through   3:30 PM

Event Info

When

April 3rd, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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