We often hear Credit Union’s say that we need to get back to our roots. The news about Wells Fargo’s sales culture made most of us realize that we cannot bow to the almighty dollar as we try to increase income in a very competitive market.

    Over the years we have seen sales cultures transform into bad selling habits, ill-conceived incentive programs, and sales goals that could take us close to repelling and antagonizing our members. We must ensure that our sales training, incentives and other sales practices don’t get us in the same quandary.

    Rather than looking at our members as a short term transaction, we hope that we position ourselves as a trusted financial partner in all of your important life events. As we do this, we hope, instead of just pitching products, we will use relationship-building skills that will incorporate cross-selling of other products but at a higher level. We hope our mindset is, “How can we improve your financial well being?” and not, “How many products can we sell to you?”

    As we do these things, we hope that as you live your lives and finances come into question that Wasatch Peaks Credit Union is who you think about.

    Our mission statement is “Exceeding expectations one member at a time.” Hopefully, your expectations are being exceeded. 

    C. Blake Burrell

    Wasatch Peaks

    Written by Wasatch Peaks