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  Name SKU Description Category Additional data
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: Branch Manager Standards 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.
Credit Unions
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 Manager Standards Seat Time: 1.5hrs - Desc: Credit Unions
Credit Union: Teller Basics 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.
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 Risk Management

Seat Time: 2.5hrs - Desc:

This course will teach the learner about credit risk management. The course will provide enhanced discussions pertaining to micro and macro lending, the credit cycle, and the general term of "credit." After completing this program, the learner will be able to:

  • Understand credit scores, bureaus, and reports, and how to use them in lending decisions.
  • Examine how lenders diversify their portfolios and control risk.
  • Describe how to establish the 5 C's of Credit, and detail each phase in the credit cycle.
Compliance & Regulatory
Creative Thinking Techniques

Seat Time: 2.25hrs - Desc:

This course will afford the learner a look at creativity and the importance of thinking creatively. The learner will be introduced to creativity blocks and the purpose of brainstorming. After completing this program, the learner will be able to:

  • Use appropriate thinking tools to think laterally and creatively.
  • Increase personal performance and use decision-making methods.
  • Predict potential failures and use the Failure Mode and Effects Analysis tool to analyze and solve problems.
Professional Skills