Salt Lake City, UT (May 19, 2025) |
SalesCU is excited to announce the release of its latest white paper, The 14 Pitfalls of Building a Credit Union Sales Culture. This comprehensive resource identifies the most common mistakes credit unions make when attempting to integrate a proactive sales culture and provides actionable solutions to overcome them.
Helen Baker, AVP of Member Engagement at Rogue Credit Union, shared her enthusiasm after reading the white paper: “[The 14 Pitfalls of Building a Credit Union Sales Culture] answered ALL of the questions we have had over the past year. It hit every single line of my roadmap. I am so incredibly impressed!!!”
Sales culture in credit unions isn’t about pushing products—it’s about empowering members to make informed financial decisions. However, many institutions struggle to strike the right balance between sales and service. This white paper sheds light on key challenges such as leadership buy-in, cultural resistance, ineffective training, and misaligned sales metrics. It also provides credit union professionals with the tools they need to foster a sales culture that aligns with their member-first mission.
“With increased competition from banks and fintechs, credit unions must ensure they are proactively meeting member needs,” said Nick Brown, President and CEO of SalesCU. “This white paper serves as a roadmap to help credit unions avoid common missteps and create a sales culture that drives growth while staying true to their values.”
The 14 Pitfalls of Building a Credit Union Sales Culture is available now. For those looking for a robust training tool to guide their teams, this resource is must-read.
Request a free copy here or contact service@salescu.com.