The right sales process for your credit union

Credit Union and Community Bank sales tactics are different from other industries because they’re primarily focused on service, doing the right thing for the member/customer and deepening relationships. Sales for the sake of meeting quotas or earning a bonus is rarely a focus for community-based financial institutions.

There is, however, a lot to be learned from traditional sales methods, much of which aligns well with the initiatives of community-based financial institutions.Below, we’ll uncover how Inbound sales methods provide value through advocacy to create a deeper relationship with prospects.

Sales at Community Banks and Credit Unions

Picking up the phone to call a customer or prospective customer because they’ve been identified on a prospecting list, selected for an up-sell campaign, or interacted with your inbound content can feel like a daunting task. In many cases staff are reaching out to a lead provided by the marketing department with no real basis for what they may need or how, as a customer service professional, they can help.


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