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Category: Credit Unions
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.
Category: Credit Unions
Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the position of teller at the credit union. The course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect. After completing this course, the learner will understand:

  • The importance of handling confidential information properly.
  • How to best cross-sell products and services to members.
  • The proper procedures for working with numbers and bookkeeping.
Category: Credit Unions
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.
Category: Credit Unions
Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the position of Branch Manager at the credit union and the duties that this position entails. The course will familiarize the learner with the job of the Branch Manager and the various challenges that s/he will face. After completing this course, the learner will understand:

  • The importance of the Branch Manager position to the functioning of the credit union.
  • How to meet employee and member needs quickly and efficiently.
  • How to meet and communicate the credit union’s vision and values.
Category: Credit Unions
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.
Category: Credit Unions
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.
Category: Credit Unions
Seat Time: 2.75hrs - Desc:

This course will familiarize the learner with the sales skills that are necessary for branch managers at the credit union. The learner will examine the aspects of the sales compass, including identifying the need, building the relationship, advancing the sale, and more. After completing this course, the learner will be able to:

  • Identify member needs, build the relationship, and advance the sale.
  • Customize solutions, propose values, and overcome objections.
  • Close the sale and provide quality service.