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  Name SKU Description Category Additional data
Credit Unions Handling Different Types of Members Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the various ways in which s/he will interact with the credit union’s members on a daily basis. The course will familiarize the learner with the different types of members that s/he will come into contact with while working at the credit union. After completing this course, the learner will understand:

  • What the CLEAR system is and how it should be used to best serve all members.
  • How to identify and handle problem members and problem situations.
  • How to best help senior members and members with special needs.
Credit Unions
Credit Unions: Branch Managers and Business Development Seat Time: 2hrs - Desc:

This course will familiarize the learner with the position of branch manager at the credit union and how the manager participates in business development processes. The course will discuss market focus and how to analyze and segment a market. The learner will become acquainted with the processes of setting goals and evaluating, adapting, and improving market value and wallet share. After completing this course, the learner will be able to:

  • Make business contacts and personalize messages.
  • Leave appropriate voicemails when working with phone prospects.
  • Evaluate and increase market share.
Credit Unions
Credit Unions: Consumer Lending Basics Seat Time: 3.25hrs - Desc:

This course will introduce the learner to the skills and standards necessary to be a successful consumer lender. This course will familiarize the learner with the various aspects of consumer lending, including the different types of consumer loan applications, the 5 Cs of credit and the tools associated with them, credit bureaus and their reports, and how to communicate loan decisions. After completing this course, the learner will understand:

  • How to handle information in a way that ensures confidentiality.
  • How credit scoring works.
  • The credit unions consumer lending culture.
Credit Unions
Credit Unions: Consumer Lending Procedures Seat Time: 2.5hrs - Desc:

This course will introduce the learner to the extensive procedures involved in consumer lending. The learner will become familiar with the application process and documentation, home equity loan documentation, and liens on collateral, in addition to many other aspects. After completing this course, the learner will understand:

  • How to clearly quote rates to customers.
  • The pre-closing and closing processes.
  • How to best communicate loan decisions to customers.
Credit Unions
Credit Unions: Consumer Lending Products Seat Time: 2hrs - Desc:

This course will introduce the learner to the various products and practices associated with consumer lending. Some of these products include secured and unsecured loans, mortgages, non-real estate secured credit products, and small business loans. After completing this course, the learner will understand:

  • How to differentiate between the different types of collateral.
  • The features that are available to consumer credit products.
  • Which unsecured credit products are available to borrowers.
Credit Unions
Credit Unions: Communication for Branch Managers Seat Time: 2hrs - Desc:

This course will emphasize the importance of communication for branch managers. The course will familiarize the learner with using interpersonal skills to enhance face-to-face communication. After completing this course, the learner will be able to:

  • Establish rapport and communicate more adeptly.
  • Understand the 12 aspects of relationships so as to evaluate and influence them effectively.
  • Use interpersonal communication skills appropriately.
Credit Unions
Credit Union: Products Seat Time: 3.75hrs - Desc:

This course will introduce the learner to the various products and services that are offered by the credit union. The course will familiarize the learner with the various types of account ownership, IRAs, and loans, in addition to many other credit union offerings. After completing this course, the learner will understand:

  • The specific details of each type of account that the credit union offers.
  • The different types of investment products that the credit union offers its members.
  • The credit unions policies and procedures for negotiable instruments, wire transfers, and savings bonds.
Credit Unions
Credit Unions: Branch Managers are Sales Leaders Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the idea that branch managers are also sales leaders at the credit union. The course will examine the strengths and skills of a good sales leader. The learner will begin to understand the importance of sales coaching and positive motivation. After completing this course, the learner will be able to:

  • Implement various methods to motivate and encourage team members.
  • Coach team members into improving sales outcomes and statistics.
  • Use strong sales leader skills to the best of his/her ability.
Credit Unions