Tips to Succeed in Sales and Service

August 4, 2017 | Eve Breunig

Photo of confident manager with his team.

When someone shops for a new product, they look at two things: The value of the product, and the extent to which the product meets their needs. In order to be a successful salesperson, your job is to help find the best product for that customer, and then show them why that product is right for them and why the price is worthwhile. In short, dedicate yourself to listening to your customer’s needs and helping them see the value of the products you’re selling.

The most important aspect of this process is committing to understanding your customer. If a customer feels misunderstood or feels like you value the sale over their needs, they’re unlikely to make a purchase with you. When a customer comes to you in search of something specific, listen to what they want. For example, if someone came to Mission Fed looking for a Savings Account for a college fund, you wouldn’t offer a Retirement Account. You’re most likely to make a successful sale when you’re truly committed to meeting your customer’s needs and offering the most appropriate product for them with good value. Listening carefully to your customer’s needs helps you serve them well.

Another important aspect of successful sales is to know your products. Learn everything you can about the products you offer so that you can provide knowledgeable information about which product is best for your customer. Being informed helps you show authentic enthusiasm and dedication during a sale. Employees at Mission Fed are truly excited to open new Checking Accounts with our Mission for Our Schools or Mission for Nonprofits programs. Not only do we reward members with $25 for participating in these programs, but we also help members give back to the San Diego community by donating $25 to the school or charity of their choice. Together, we’re all able to support a cause we care about and that makes our dedication soar.

Experienced and service-oriented management is behind the most successful sales teams. If you want to learn how to be a successful manager, set a strong example and utilize management skills that allow your team to do their best work. Good managers set clear, attainable standards and offer the necessary support and motivation to help their team succeed and reach their goals. Strong leaders communicate regularly and listen carefully to team members in order to offer support and help resolve any issues. Leaders with outstanding management skills also help teams feel excited about making sales and helping customers.

At Mission Fed, our members’ success is our bottom line, so our employees don’t sell anything to members that they don’t need. We work closely with members to help find the products and accounts that meet their needs and work within their budgets. Because Mission Fed values people over profit, we listen closely to our members to help find the right credit union products for them.

The content provided in this blog consists of the opinions and ideas of the author alone and should be used for informational purposes only. Mission Federal Credit Union disclaims any liability for decisions you make based on the information provided. References to any specific commercial products, processes, or services, or the use of any trade, firm, or corporation name in this article by Mission Federal Credit Union is for the information and convenience of its readers and does not constitute endorsement, control or warranty by Mission Federal Credit Union.

Eve Breunig

Eve Breunig

Eve Breunig, VP Sales Development Manager, has 30+ years of experience in Financial Services but continues to learn something new every day. She has been with the Mission Fed Management Team for 4 years and is grateful to be part of a growing organization that focuses on its members. When she’s not at one of our branches, Eve is doing Pilates, cycling and spending as much time as possible with her husband, family and friends.

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