Category Archives: BRANCH BUSINESS

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3 Misconceptions Hurting Your Member Interview

BY NICK BROWN The member interview is crucial to a credit union’s relationship with its members – and therefore ultimately its success. That’s what makes…...

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Bridge the Digital–Branch Divide

BY MEREDITH DEEN Deploy technology to enhance personal service and create a competitive edge There’s a tendency to assume that new ways of doing business…...

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7 Steps to a Complete Sales Process

BY NICK BROWN Your Credit Union is a retail sales establishment, meaning you sell products and services direct to consumers.  As a retail sales establishment…...

Smiling young man shaking hands with an agent

How to Handle Sales Objections

BY NICK BROWN What’s all the recent fuss about sales objections? The topic is a hot one right now, so no better time than the…...

Tom Wambaugh, VP of Member Services at Greater Nevada Credit Union

Indirect Auto Lending Best Practices

BY KAITLIN MORRISON One credit union has found prosperity in auto lending by keeping its members informed and engaged. Discover what this CU’s Top 3…...

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…...