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Sales Coaching: A Members-First Approach

June 21st, 2018 9:00 AM – 3:00 PM


Sales Coaching
 A Members-First Approach
June 21, 2018
9:00 am – 3:00 pm

Session Overview

An MSR at Every Desk – The Member-Centric, Growth-Focused Culture. Members are your most valuable assets; they provide for your ability to grow. Every role at your credit union leads to the same results – members’ success, experience, and contribution to profit. If you want a culture that supports top-line growth and stellar performance; align your sales, service, and support systems with your strategic choices.

A “Member First” approach and a results-based culture helps your credit union increase sales, service levels, and profits. All hold the title of “MSR” and individually help your credit union earn the right to grow for and with its members.

            •   Attitudes, principles, and values of a member-centric culture.

            •   Front-line leadership, where members expect and deserve it most.

            •   Each professional's role and contribution to member success.

            •   Alignment of sales, service, and support with credit union strategy.                       

            •   Profitable, efficient memberships through service and onboarding.                          

            •   Member loyalty; value of membership; service as the difference.                            

Service is the New Sales – Strategies that Deepen Relationships and Increase Lifetime Value. Strategically investing in and managing the member experience is a business tool that integrates the entire credit union in its desire to connect with your members and carry out your strategic vision. In dissecting, designing, measuring, and improving the stages and strategies of each member’s experience, your credit union can be more relevant to your members. With clearly-defined front line leadership behaviors, the “how of wow” is delineated; when you serve first, you will sell second, cultivating a partnership with your members.

        •    Deeper relationships and lasting partnerships with members.

            Generating member trust and influence as a personal advocate.

        •    Dedicated outbound marketing with an entrepreneurial focus.

        •    Delineating and perfecting series of activities for sales success.

        •    Reliable relationships with optimal use of products and  services.                       

        •    A culture of leading on behalf of each member's financial success                      

Session Agenda
8:30 am to 9:00 am - Signing in, networking, light breakfast
9:00 am to 3:00 pm - Training (Lunch is Provided)

Who Should Attend
FSR/MSR staff, Sales and Business Development Managers, Branch Managers 

About Your Speaker
Jeff Rendel
President, Rising Above Enterprises

Jeff Rendel, Certified Speaking Professional, knows financial services. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.

As President of Rising Above Enterprises, Jeff works with financial services providers that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners.  

As a federal banking regulator with the Office of the Comptroller of the Currency, Jeff examined a wide array of the nation’s banks and partnered with all levels of executive management.  

As a financial services executive, he oversaw the strategic operations of a community bank, directing corporate initiatives and helping guide the bank to record growth, market share, and financial results. 

As a chief lobbyist to Congress, he represented financial institutions, serving as a first and main resource to Members of Congress as they sought to understand implications of legislation upon financial services.   

A highly sought after and accomplished speaker; he is a professional member of the National Speakers Association (NSA) and has earned the NSA’s Certified Speaking Professional (CSP) designation. Fewer than two percent of the world’s speakers hold this achievement.

Session Fees
$290 for credit unions with >$50M in assets
$145 for credit unions with <$50M in assets
$72.50 for credit unions with <$10M in assets

Tuition Reimbursement
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC.

8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info


June 21st, 2018 9:00 AM – 3:00 PM


8975 Guilford Road
Suite 190
Columbia, MD 21046


Phone: 4433250772

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