The Art of Asking Questions: Your Key to Credit Union Sales

 Member Service  Lending/Collections

Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Sales is not about telling the member what you want to say. It’s about listening carefully to what they are saying and then asking questions to determine their needs. In this highly interactive session member service expert Teresa Allen will help you learn about:

  • Sales opportunities indicated by member questions
  • Asking questions to determine needs
  • Asking questions to make clarifications
  • Asking questions to get commitment
  • Asking questions to generate referrals

Program Length: 88 Minutes

Who Should Attend

All credit union staff with member contact, especially in these positions:

  • Member Service
  • New Accounts
  • Call Center
  • Teller
  • Operations

Meet The Presenter:

An internationally recognized customer service expert, Teresa Allen has presented credit union member service and sales programs across the U.S. for over 20 years. Teresa is author of Common Sense Service: Close Encounters on the Front Lines and is co-author of The Service Path: Your Roadmap for Building Strong Customer Loyalty. Credit union professionals rave about her ability to motivate staff to new levels of service and sales in her fun programs based on a deep understanding of credit union member interactions.


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