RELEASE DATE: October 18, 2021
ESTIMATED DURATION: 90 MINUTES
As the world of technology and online lending continues to rapidly expand, it is important for Sales Representative and Loan Officers to develop skill sets that offer value. The ability to advise, cross-sell, and deepen member relationships continues to be a unique skill set that, when done well, can humanize the lending process and offer significant value to both the credit union and the membership.
- During this session participants will learn the following:
- Understanding what Drives Purchase Decisions
- Active Listening Skills to Deepen Relationships
- Tips for Cross-Sell Success
- Selling Ancillary Products
- Promoting Conversation
- Overcoming Objection
MEET THE PRESENTER
Jessica Vartanian, Senior Consultant, CU Lending Advice
Jessica first began working with Credit Union’s almost a decade ago after spending the first part of her career managing retail branches in the ‘big bank’ space and working in public education.
In 2012, Jessica joined Don at Red Rocks Credit Union in Highlands Ranch, CO. During her time at RRCU, Jessica progressively moved through various roles leading the Sales Teams, Contact Center, Business Development, and Information Technology.
During her tenure, Jessica led the credit union Sales Team to organization-high loan growth, successfully established in-depth referral programs within the contact center and branches, and spearheaded numerous enterprise systems conversions-driving organizational efficiency while reducing operational expenses.
Her ability to marry technology and process automation, combined with her background in education enabled her to develop strategies that both equip credit unions with the technology and process automation needed to thrive; while simultaneously training and empowering teams for exceptional member experience and sales/lending acumen.
Over the years, Jessica’s work has received multiple awards and accolades throughout the credit union industry making her a sought-after speaker, trainer, and mentor.
Jessica earned her bachelor’s degree in Education. In addition, she is a certified adult trainer and facilitator, receiving certification in both in-person and virtual adult learning. In 2019, she completed a graduate program from the Said School of Business at Oxford University focusing in Fintech.