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  5. Employee Skills Self-Assessment

Employee Skills Self-Assessment

CSCU EMPLOYEE TRAINING QUESTIONNAIRE
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Exit Survey
 
 
Hello to all CSCU Branch Employees:

You are invited to participate in the following survey to help us address our employees training needs.

Your participation is both anonymous and voluntary. We hope you will be completely honest in your answers to ensure CSCU addresses all your needs in developing future programs.

It will take approximately 5 minutes to complete.

If you have questions at any time about the survey or the procedures, you may contact Joan Rourke at 5008 or by email.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
Are there any investment products you would like more information about? Choose one or more:
Yes No
Business Accounts
TFSA
RRSP
RRIF
RESP
RDSP
 
 
Are there any loan products you would like to have more information about? Choose one or more:
Yes No
Personal Lines of Credit
Business Lines of Credit
Primeline
Personal Loans
Business Loans
Personal Mortgages
Construction Loans
CUMIS Insurance
Merchant Services
Mastercard- business
Mastercard - personal
 
 
Please choose the level of knowledge you feel you have in presenting, discussing and completing the following services with members:
None Basic Intermediate Advanced
Sell AMEX Travellers' Cheques
Sell USD Official Cheque
Sell Travelex foreigh currency draft
Transfer funds through MTS
Safety Deposit Box rental
Night Deposit Key rental
Setting up Me-to-Me transfers
E-Transfers
 
 
How comfortable are you with the sales process of CSCU products and services?
Not very comfortable Somewhat comfortable Completelycomfortable
Listen to the conversation to identify member needs
Think about the transactions they ask you to do and make alternative suggestions to better fit their needs
Look at their online information to identify member needs
Choose a product or service to fit their needs
Address their need and make a strong benefit statement to catch their interest
Explain the product or service features
Overcome member objections
Negotiating for value
Referring the member to another department
 
 
Would you be interested in courses on the following sales topics? Please choose one or more:
Yes No
Effective cold calling
Selling with trust
Getting organized to meet your goals
Talking about the competition
Aligning your business case to the member's priorities
Negotiation
Talking about value rather than rates - value exchange
Dealing with questions, objections and resistance
Connecting members and solutions - turning obstacles into opportunities
 
 
Do you feel you would benefit from courses on the following personal effectiveness topics? Please select one or more:
Yes No
Interpersonal communication
Negotiation essentials
Doing business professionally
Effective time management
Problem solving and decision making
Peer relationships
Personal productivity improvement
Member service confrontation and conflict
Building rapport in member relationships
 
 
 
Have we missed anything you would like to see more training in? We would appreciate your comments or suggestions: