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.
This course will provide the learner with a comprehensive overview of the types of U.S coins and currency that s/he will encounter when handling money at the credit union. The learner will be able to identify and understand the importance of the individual features that appear on U.S. coins and banknotes. After completing this course, the learner will be able to:
- Detect damaged, mutilated, and counterfeit coins and currency.
- Follow the appropriate procedures for handling currency at the organization.
- Understand the security features of U.S. banknotes and recognize their importance in protecting the credit union and its members from money laundering and counterfeiting.
This course will introduce the learner to cash handling procedures at the credit union. The course will familiarize the learner with the proper procedures for receiving and paying cash and for managing the cash drawer. After completing this course, the learner will understand:
- The best practices for ensuring accuracy when receiving cash from, or paying cash to, customers.
- The appropriate methods for setting up the cash drawer at the beginning of each shift.
- The safety guidelines for protecting the cash drawer.
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.
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.
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.
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.
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.