eTrain: Creating a Sales Culture in Your Credit Union

Ready to register? Please select your credit union:

Don’t keep your credit union’s money management products and services a secret from your members! They need to know about all the ways you can help, especially in this tough economy, and selling is the way to do it.

How do you motivate, energize, and coach your credit union staff to a total commitment to sales excellence?

Get the leadership and coaching techniques and tips you need to create a top-notch sales team. Let the Leagues’ Senior Training Consultant Kate McPike show you:

  • How to transform a good sales and service organization to one that is first class
  • The most effective methods for training sales
  • Qualities you should  look for when hiring new team members

Program Elements:

Defining a Sales Culture

  • What are the nine steps to creating a sales culture?
  • Why is excellence in service and sales so critical to your credit union’s future?
  • Why are great service skills and great sales skills so dependent on each other?

Preparing Your Credit Union and Staff for New Sales Standards

  • How can you motivate your staff to accept changes?
  • How do you train your staff to sell effectively?
  • What do you do when a staff member doesn’t want to sell?
  • How do you offer incentives on a limited budget?

Keeping the Spirit Alive

  • How do you measure the success of your sales program?
  • What qualities should new hires possess that will help them succeed in your service culture?
  • What ongoing coaching methods work best?

Who Should Attend?
This program is important for all credit union managers and supervisors whose staff provides member service and sales, especially in the following: departments:

  • Member Service 
  • New Accounts 
  • Teller
  • Call Center 
  • Consumer Lending
  • Real Estate Lending
  • Card Services
  • Marketing

Meet the presenter, Kate McPike:
As Custom Training Manager for the California Credit Union League, Kate McPike is responsible for developing and delivering training programs for all credit union staff and volunteers.

Kate’s training expertise draws from over 12 years of experience in the financial services industry and over 15 years in training and development. Her program topics include:  teller and member service skills, time management, communication, teambuilding, robbery, conflict resolution, interviewing skills, and supervisory skills. She also conducts strategic planning sessions as well as board development training.

Who Should Attend?

Senior and middle managers who want to develop their credit union’s sales culture, especially in these positions: • CEO • Operations • Human Resources • Training • Branch Managers • Member Service • Lending • Marketing
Program length 90 Minutes

Registration Investment

Power Learner Passport - (click for details)

Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just contact the League at


You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.