Sales Assessment 

What Traits are you Hiring for in a Credit Union Sales Position?

Who better to answer this question than CU Lending Advice?  We have coached and trained sales teams across the country for over a decade.  Arguably, we are the experts in developing a sales culture that is specific to a credit union environment.  You can benefit from that experience.

We have benchmarked the common personality traits among the top-performing sales officers from our clients.  We define top-performing as:

• Longevity – In the position for over 1 year
• Consistency – Our control group is comprised of performers that consistently produce $1M per month of consumer loans
• Diverse – The control group consists of employees from different areas of the country, different asset sizes (small to large), different core systems/LOS, men and women

 Our control group has some common characteristics.  The strongest traits among the control group are:

• Confident – Having a secure sense of one’s own worth
• Leader – Functions best when directing others (don’t confuse this with management competency, this is about directing)
• Competitive – Driven by a desire to outdo others
• Aggressive – Forcefully pursuing a goal
• Outgoing – Thrives on interacting with others.

 The Tool

After a lot of research, we have landed on using the Traitify® methodology for our clients.  This 2-minute visual assessment is highly predictive of personality type and traits and evaluates the applicant on 56 different personality traits- SCIENCE!

We then compare your applicant’s personality assessment against top-performers to see where their personalities overlap.  You can learn more about Traitify® here.

Many of our clients have used this valuable tool as part of the interview and screening process when hiring Sales positions at their credit union.  

This small investment in pre-screening your applicants can save you thousands of dollars in time and training expense by hiring the wrong person for the job.  

To purchase a single $25 assessment click here. 

To purchase a pack of five assessments for $100 click here. 

If you are interested in purchasing a lot of assessments or working directly with Traitify to help staff your credit union please contact their sales department directly here.