It’s All About Relationships.
What is the role of the platform professional? Good platform personnel know when to sell and when to service—and how to balance the two. They know the rules, the products and the people. That’s the easy part. The tough part? Combining it all to create great member relationships! A tall order? Yes, but not an impossible one. Achieving Platform Excellence for Credit Unions will give your platform professionals just what they need to become outstanding relationship managers.
Minimize Training Time
Achieving Platform Excellence for Credit Unions allows you to train your platform personnel one at a time or in groups, and it minimizes the training time required before you can get your new platform personnel on the floor. Platform personnel can take the training at any location, so there is no need for travel.
In addition, Achieving Platform Excellence for Credit Unions allows you to provide training to experienced platform personnel as an on-the-job refresher of knowledge and skills.
What’s The Course Like?
Achieving Platform Excellence for Credit Unions starts at the beginning, because some platform professionals know a lot about the Credit Union and others know very little. We begin with an overview of the industry, and then address the tasks and responsibilities of the platform. Your platform personnel also learn how to sell and service your products while following policy and procedure.
What About Our Systems? What About Our Products?
Our training program is fully customizable. Our modular approach, combined with our experience with Credit Union systems, products and services, allows us to quickly and efficiently create training specifically tailored to what your people need to know.
For more information on customizing Platform Training: Achieving Platform Excellence for Credit Unions click here. Or call, toll free, 888-433-2666.
What Are The Benefits?
- Well-staffed, professional platform.
- Reduced turnover.
- Increased sales.
- Increased member satisfaction.
- Improved relationships.
To get details of how Achieving Platform Excellence for Credit Unions can benefit your organization, contact one of our qualified representatives by clicking here. Or call, toll free, 888-433-2666.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm’s own Learning Management System (LMS), or through any third-party LMS.
As a new platform rep, this course really helped me to understand the credit union industry. I also learned that our members are the reason we are in business and that they are number one!
J. C.
Platform Representative
Credit Union name withheld
