Volume One Issue Number Three.  August 2017

The overwhelming benefits of onboarding for a credit union make the task a poor candidate for the backburner. Yet that's typically where it ends up among employees' myriad other responsibilities. Keep reading for tips on how to overcome this missed opportunity by giving onboarding fuller attention.

Meredith Seen
Branch Strategies
by Meredith Deen


G enerally speaking, credit union employees today operate with the best intentions and strive to do their best for accountholders and, in turn, the credit union itself. This mindset extends to "above and beyond"



In-Branch Product Sales
by Nick Brown

How to Handle Sales Objections
What's all the recent fuss about sales objections? The topic is a hot  one right now, so no better time than the present to raise awareness  of such objections. These tips will help your credit union sales force  improve the way they address "no's," with the aim of turning them into  "yeses."



Chad Davis
The Evolving Branch Visit
by Chad Davis

A new appointment study has identified service and timing preferences for branch visits. A closer look reveals not only the types of transactions that motivate people to come into the credit union branch but also the business hours during which they prefer to engage in a face-to-face consultation. Glean keen insight from the results to improve your CU's branch service. 



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Making Dreams Come True - The Story of a Credit Union, a Soup Kitchen and a Commercial

Financial Education
Golden 1 Style

With a growing need for solid financial education, credit unions are  helping their members learn more about finances. Many people  want to improve their financial health, become debt-free or save for
retirement but feel ill-equipped to start without additional resources.

Golden 1 Credit Union's answer to this problem is a comprehensive, multi-format online portal offering financial education.



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