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Image Begins with Frontline Staff—Learn the Value of Impactful Frontline Staff at Upcoming Seminar
Wednesday, November 15, 2017 6:40 AM

Interaction between credit union personnel and their members hinges on increasingly fewer opportunities. Frontline staff, MSRs, lending staff, and supervisors all represent the credit union brand. But how exactly is that accomplished?

Join us for the Frontline Staff Seminar where you'll learn the many ways your frontline staff can be invitations to your credit union. Frontline staff will learn how to attract and keep members with the "wow" factor.

This is not a lecture workshop; rather, participants will engage with each other through interactive exercises and applying what they learn.

Learning Outcomes

  • Awareness of the history of the credit union movement
  • Understanding of the U.S. credit union system
  • Insight into communication styles
  • Competency in effective listening
  • Knowledge of what makes a good leader

This full day workshop would be valuable for all levels of staff, including frontline staff, MSRs, lending staff, branch managers, and supervisors.

Dallas, Dec. 5
Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
Learn more and register

Your Presenter: Kerry Smith
Kerri SmithKerri Smith, CUDE, is an award-winning marketing, business development, and speaking professional with an international reach. Her credit union career spans nearly three decades, including as founder and CEO of CU Exceed, and informs her broad range of experience in credit union operations, management, and marketing.

Smith works as the business development and marketing manager for Greenville Gas Turbine Employees Credit Union serving SEGs in the Upstate of South Carolina. She was first hired in April 2014 as a consultant to improve their loan-to-share ratio of 32.94 percent. With her help, the credit union ended 2014 with a 60 percent increase in car loans and a loan-to-share ratio of 50 percent, representing 41 percent net growth overall. The promotion was so successful, Smith was hired fulltime.

Smith has spoken to groups in the Philippines, Trinidad and Tobago, Scotland, and the U.S. She has provided technical assistance to credit unions in Grenada, Nevis and St. Kitts, Malawi, Latvia, Lithuania, and Philippines through the World Council of Credit Unions. She has also shared her award-winning strategies with the National Credit Union Administration, speaking to examiners and small credit unions on the importance of marketing strategically.

Smith served as coordinator for the Credit Union Development Education Program (CUDE) sponsored by the National Credit Union Foundation, the Credit Union National Association, World Council of Credit Unions, and CUNA Mutual Group

Need Grant Assistance?
The Cornerstone Credit Union Foundation is accepting grant applications for League training events based on financial need. Applications must be received by application deadlines. Please visit the Foundation’s website to view all grant applications, guidelines and deadlines. Contact Emily Moreno, Foundation grants manager, at 469-385-6483 for more information.

If you have questions, please contact Cornerstone Training and Events at 800-442-5762, ext. 6635, or 469-385-6635, or email