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July 5, 2004


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Anonymous

7/26/2012 04:14 PM

This is similiar to a sales philosophy I already use in my branch. "PEOPLE BUY FROM PEOPLE THEY LIKE AND TRUST." Build a relationship with the member and most likely they will come back to you the next time they need something or have a question. Rate is not always everything, focus on member service and rate will become less of an obstacle to get over in the future. True rate shoppers will come and go; and will never be loyal to any one financial institution. People truly want "one stop shopping" if you sit down and have heart felt conversations with them about what are their needs and work on providing solutions to their needs,"not products" sales will come. But lastly remember if you dont A.S.K., you probably won't G.E.T.. Mike Gruber

Anonymous

7/26/2012 04:14 PM

would like to see more information on this and incentive plans ~ thanks!

Anonymous

7/26/2012 04:14 PM

We are using a very similar model so appreciate the ideas. Sales/Service is one for our credit union. We have been working diligently on our sales culture for over 5 years. This year our goal is 4 products per new member within 90 days. By products we mean a share or loan product not services that compliment. It is a huge goal but one we know we can attain with excellent training and on-going coaching.

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