Making the Most Out of Your First Encounter with a New Member

 Member Service  Business Development/Marketing

Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Whether on the phone, the computer or face-to-face, your first encounter with a new member is your best opportunity to lock your credit union in as their “go to” financial services provider.  Even today, most consumers don’t understand how beneficial a credit union relationship can be to their wallet.  Nearly everyone has a car, a home, a washer and dryer and goes on vacation.  Thousands are either in college or have students in their households.  Where are they getting their financial services, and if not from you, are they getting the most for their money?  Probably not. 

This session will explore a multitude of “relationship building” opportunities to better help your members with their financial needs.  From exploring credit reports to creative marketing programs to opening up the conversation with each member you touch, we’ll give you the tools you need to mine deeper and more proficiently for your members’ business.  Better yet, we’ll give you several sample management devices you can use to “coach” your team members to success.

  • Numerous Marketing Ideas
  • Sample Products & Services Quiz and Sales & Service Metrics
  • Plus Sample Management Expectations, Guidelines and Performance Objectives

Program Length: 94 Minutes

Who Should Attend

Frontline and other staff who have direct member contact, especially in these departments:

  • New accounts
  • Teller
  • Member service
  • Call center
  • Branch management
  • Lending
  • Business development

Meet The Presenter:

A nationally-recognized speaker, writer, and communications professional, Diane Reed is President of CUDoctor, a full-service credit union consultancy, assisting credit unions nationwide with human resources, marketing, community relations, compliance, sales, training, and executive support. Previously, she was VP of Administration for a mid-sized credit union for 10+ years, where she oversaw the HR, marketing, business development, community relations, training, compliance, and sales functions.

As part of her credit union’s community outreach, she brought five in-school branches to area schools, three in high schools, and two in elementary schools. One of her high school branches was featured on Dateline NBC. In addition, Diane has received numerous awards and has written articles for industry publications. She graduated from George Mason University with a Bachelor’s in Speech Communication.


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