On Taylor Murray's 1 year Anniversary, we discuss the roadmap for 2022, what changed in 2021, and how we are building on our successful model to dominate in this space and be there for our clients where they need us to be in the areas of sales, service, and leadership training.

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Check out the newest offering at ServiStar below:

Newly promoted managers often find themselves facing many challenges:

• How do they build trust?

Credit unions typically provide about two weeks of training to a new teller.  But how much training is provided to a new manager?  Isn't leading people more challenging than operating a teller window? Should new managers be forced to learn through experience only? Do you think that will have negative implications on employee engagement, production, and member experience? 

ServiStar’s Emerging Leaders program will take new and emerging managers and turn them into confident, competent, high-performance leaders who will be able to develop their own personal leadership style, deploy core coaching skills and maximize employee engagement and performance. Through live training, homework assignments, networking with other new managers from across the credit union movement, and unlimited access to the ServiStar experts, your new and emerging managers will begin to thrive.

Leaders who are early in their management career (5 years or less) or employees who will soon be promoted to a leadership position.

• Seven 2-hour information-packed sessions.

• May 12 - Common Pitfalls for Emerging Leaders (and How to Avoid Them)

We also have Quarterly Training Offerings that we discussed on the podcast: 

Tuesday, April 12 from 1-5 pm ET (10 am-2 pm PT)

Tellers and call center representatives are focused on serving members quickly. There is no time to cross-sell credit union products or services. These employees, however, are in perfect positions to identify ways to improve the member's financial well-being. In this 4-hour Livestream course, ServiStar will help your employees understand the importance of their role and teach them to quickly make a referral.

Facilitated by Scott Albrecht, AVP of Sales and Training, Becoming a Referral Sales Champion will equip your employees with the tools and practices required to quickly ascertain a product or service need that will greatly improve the member's financial life, and then make the appropriate referral. This Livestream training includes lectures, Q&A, and breakout sessions with credit union employees from across the country. ServiStar will show your employees how to set themselves up for success and how to create an extraordinary referral experience.

ServiStar will teach your employees what to listen and look for, how to communicate effectively, and how to provide a referral - that easy, that quickly.

This Livestream course is for any credit union employee who works in a position that can refer products and services to members, like tellers and call center representatives. Free up valuable HR/Training personnel time by sending your new employees to this training or current employees seeking a refresher course. In fact, this course is offered twice a year so your credit union can make it part of your New Employee Orientation.

Why choose ServiStar? We offer research-based credit union-specific solutions that have successfully worked for the top-performing credit unions in selling and referring.

Discounts are available when registering 5 or more employees (email [email protected] or more information).

• What is Relationship Selling and why is it important

Who: Any employee in a referral position (e.g., tellers and some call center representatives)

When: Tuesday, April 12 from 1-5 pm ET (10 am-2 pm PT)

Where: Online - this is a live virtual training (a Zoom link will be sent after confirmation of registration)

Facilitator: Scott Albrecht, AVP of Sales and Training

Tuesday, August 2 from 1-5 pm ET (10 am-2 pm PT)

Many credit union employees shy away from anything to do with selling. However, in order to live out a credit union's mission of improving the financial well-being of its members, selling is a necessity. In this 4-hour Livestream course, ServiStar will help your employees understand the concept of relationship selling and give them the confidence they need to move beyond being order takers and into someone your member's trust has their best interest at heart.

Facilitated by Scott Albrecht, AVP of Sales and Training, Becoming a Sales Champion will equip your employees with the tools and practices needed to thrive in today's challenging sales environment. This live online training includes lectures, Q&A, and breakout sessions with credit union employees from across the country. Learn how to set your credit union up for success and create an extraordinary sales experience.

The main three reasons why employees don't want to sell are 1) Lack of product knowledge 2) Fear of rejection and 3) Afraid of being pushy. But, what if we show your employees a way to identify products or services that will improve your member's financial well-being and teach them how to offer it? Doesn't sound like selling when you're helping, right?

This Livestream course is for any credit union employee who works in a selling position, like branch and call center managers, and member service and call center representatives. Free up valuable HR/Training personnel time by sending your new employees to this training or current employees seeking a refresher course. In fact, this course is offered twice a year so your credit union can make it part of your New Employee Orientation.

Why choose ServiStar? We offer research-based credit union-specific solutions that have successfully worked for the top-performing credit unions in selling and referring.

Discounts are available when registering 5 or more employees (email [email protected] for more information).

Registration opening soon. Get notified when registration opens by filling out the form below.

• How to identify product and service needs

Who: Any employee in a sales position (e.g., branch and call center managers, and member service and call center representatives)

When: Tuesday, August 2 from 1-5 pm ET (10 am-2 pm PT)

Where: Online - this is a live virtual training (a Zoom link will be sent after confirmation of registration)

Facilitator: Scott Albrecht, ServiStar Consulting's AVP of Sales and Training

We discussed a shift to the digital age and our learning in and doubling down in an online and virtual classroom experience that is industry best. 

Most importantly, we are listening to you. We are and want to continue to be the trusted partner that can customize content and be there for our clients in the ways and areas they want us to be without watering down the academic level research-based criteria that we are known for.

Offering a more convenient offering to credit unions in our new digital studios is something we have refined over the two years we have offered it. with over 1000 virtual training hours in 2021, we have quickly become the best in the market in this area. Virtual has quickly become our go-to way for delivering training content and yet our success over the years has also come from in-person training. Being able to offer both and even a Hybrid setup is crucial in our training programs going forward. 

Tuesday, August 9, 16, and 23 from 1-5 p.m. ET (10 a.m.-3 p.m. PT)

ServiStar offers research-based, credit union-specific solutions that have worked for top-performing credit unions. Using breakout groups, role-playing, and case studies to transfer knowledge, this dynamic, live training broadcast from our studios is just just like having us onsite. Participants will be given assignments between each session so they can implement their new skills quickly.

Each 4-hour session will provide managers with the knowledge and confidence to know what to do to be effective performance coaches. This Livestream training series is a great way to onboard new managers into the ServiStar coaching practices that your current managers utilize.

This training is not just for new managers.  It is also valuable for managers who previously completed ServiStar's Coaching for Performance training and want a refresher.

Discounts are available when registering 5 or more employees (email [email protected] for more information)

• Defining Coaching vs Managing

• Diagnosing Performance Deficiencies

• Learning How To Be a One-Minute Coach

• Understanding the Importance of Coaching

Who: All frontline and support managers

Where: Online - this is a live virtual training (a Zoom link will be sent after confirmation of registration)

When: Tuesday, August 9, 16, and 23 from 1-5 p.m. ET (10 a.m.-3 p.m. PT)

Facilitator: Scott Albrecht, ServiStar Consulting's AVP of Sales and Training