Cross Selling Your Lending Services

 Member Service  Compliance/Regulatory  Lending/Collections

Registration and Pricing Information

Please select your credit union and provide your email address:
Your credit union
Your Email
Sign up here for Power Learner Passport!
Power Learner Passport

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

Program Description

The cross-selling of lending products has become a necessary tactic with consultative member service. Many institutions are implementing cross-selling strategies for basic lending services and also add-on products including auto-payments, product bundling, and pre-approvals.

This webinar will examine cross-selling strategies, operational changes, partnerships and unique ideas to maximize your membership as well as determine which efforts are actually driving an increase in lending revenue.

Program Length: 87 Minutes0

Who Should Attend

This program is important for all credit union professionals whose staff provides member service and sales, especially in the following departments:

  • Consumer Lending
  • Real Estate Lending
  • Member Service 
  • New Accounts 
  • Teller
  • Call Center 
  • Card Services
  • Marketing

Meet The Presenter:

As Senior VP, CU Solutions Group (CUSG), Dr. Brandi Stankovic is an organizational change expert, motivational speaker, professor, artist and mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. She spends her time consulting with CEOs and their teams, driving a new product-led consulting strategy, creating a national network of consultants, writing books and developing products for leadership and organizational health, and speaking to audiences from across the globe. Prior to CUSG, Brandi was the Managing Partner of Mitchell Stankovic & Associates, VP of Marketing and Administration for Ventura County CU, and the Director of Education at Harland. Brandi is the coauthor of The Strategic MVP and the host of the energizing podcast, The Strategic Hotbox designed to help executives reach their greatest potential.


eTrain Online Testing

eTrain's robust online tests assess the knowledge testers gained after each training series. Based on a 70 percent pass-fail grading structure, test takers are informed of wrong answers to assist in the learning process. A certificate of completion can be saved and printed. Powered by ClassMarker.

We're Here

Finding online training is now easier! Streamlined search options, simplified navigation, and a responsive layout, allows you to find the training you need and want, quickly! With fewer clicks, you can easily search for topics in multiple categories, from Human Resource to Lending and Compliance!

Stay Connected

Phone: (800) 472-1702

Search for eTrain Webinars