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Reward Learning and Hold Employees Accountable with the Premier Online Sales Training LMS for Banks and Credit Unions

Now for the first time, you can give your employees a well-defined path to skill mastery in sales, service, and coaching. Our SaleSkill Mastery® Sales LMS combines the convenience of online learning and testing with supervisory observation and scoring of actual employee behavior. Working one level of skill mastery at a time, employees get the Feel of Success® and sense of progress that are so important to employee satisfaction and sales effectiveness.


SaleSkill Mastery®, already successfully tested with one of the nation’s largest regional banks, provides four opportunities for certification: customer service, advisory selling, business development, and coaching.

Each certification requires completion of eight online modules and video. Upon completion of each module, the employee must pass both an online test of their skill application mastery and a supervisory observation and scoring of their skill mastery. For final certification, an employee must pass a comprehensive certification exam and demonstrate documented improvement in sales behavior and sales productivity. Employees are typically allowed four weeks to complete each module.

SaleSkill Mastery® will be available in bank, credit union and nonfinancial versions.

With everything done online, administration is easy, and you have continued access online to each employee’s progress toward certification. For the first time, you’ll know that your employees are accountable for learning and your supervisors are accountable for coaching.


The price per person certified varies by level of certification as shown below, and there is no minimum number of certifications required. Each level of certification provides 32 weeks of learning, practice and feedback without the expense of classroom training.

Price Per Person Registered for Certification

Certified Financial Service Advisor


Certified Financial Sales Advisor


Certified Stategic Sales Advisor


Certified Financial Sales Leader