2017 Sales & Service Seminar

Update: These seminars have been postponed until the fall. Please check back later for future dates.

Loyalty and Growth: How Your Credit Union Wins with Sales and Service

Members are your most valuable assets; they provide for your ability to grow. Every role at your credit union leads to the same results – members’ success, experience, and contribution to profit. If you want a culture that supports top-line growth and stellar performance; align your sales, service, and support systems with your strategic choices. A “Member First” approach and a results-based culture helps your credit union increase sales, service levels, and profits. In dissecting, designing, measuring, and improving the stages and strategies of each member’s experience, your credit union can be more relevant to your members. With clearly-defined front line leadership behaviors, the “how of wow” is delineated; when you serve first, you will sell second, cultivating a partnership with your members.

Focus and Takeaways

  • "Member First" insights, actions, and new approaches to growth.
  • Reliability and usage of sales and service systems and standards.
  • Consistency of sales and service functions across branch network.
  • Status and effect of current training, development, and coaching.
  • Understanding of meaningful, well-defined measures of success.
  • Degree of buy-in and initiative from all member-facing parties.
  • Attitudes, principles, and values of a member-centric culture.
  • Front-line leadership, where members expect and deserve it most.
  • Each professional's role and contribution to member success.
  • Alignment of sales, service, and support with credit union strategy.
  • Profitable, efficient memberships through service and onboarding.
  • Member loyalty; value of membership; service as the difference.
  • Deeper relationships and lasting partnerships with members.
  • Generating member trust and influence as a personal advocate.
  • Dedicated outbound marketing with an entrepreneurial focus.
  • Delineating and perfecting series of activities for sales success.
  • Reliable relationships with optimal use of products and services.
  • A culture of leading on behalf of each member's financial success.

Who Should Attend? 

Senior tellers and MSRs, call center professionals, branch managers, loan officers, and retail delivery executives.

Dates & Locations

Houston, TBD

Doubletree Hotel Houston Hobby Airport
8181 Airport Blvd.
Houston, TX 77061
713-645-3000
Room Reservations
Room Rate: $139 single/double
Room Rate Deadline: March 13, 2017
Register

Dallas, TBD

Cornerstone Credit Union League
6801 Parkwood Blvd.
Plano, TX 75024
469-385-6635
Lodging & Transportation Options
Register

Business casual dress is appropriate. Bring a jacket or sweater as room temperatures vary.

Schedule

8:30 a.m. - 9:00 a.m. Registration & Continental Breakfast
9:00 a.m. - 12:00 p.m. Seminar
12:00 p.m. - 1:00 p.m. Lunch (provided)
1:00 p.m. - 4:00 p.m. Seminar

*includes 2 refreshment breaks

Jeff RendelPresenter - Jeff Rendel, CSP

Jeff Rendel, Certified Speaking Professional, knows the financial services marketplace. With experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy.  As President of Rising Above Enterprises, Jeff works with credit unions that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 credit unions and their business partners.

Continuing Education Units

Requests for certificates of attendance are processed after the event. Contact Janine McBee, CUDE, Sr. Training Director at 800-442-5762 ext. 6634 or email jmcbee@cornerstoneleague.coop for additional information or questions.

Educational Investment

Fee Per Person/Per Seminar

League Members Only
Early Bird Rate - $325
Regular Rate - $525

Walk-ins accomodated on a space available basis. Your investment includes instruction, extensive handouts, continental breakfast, lunch, and two (2) refreshment breaks.

Registrant Cancellation Policy

Substitutions are always welcome. Registration fee refunds (less a $50 processing fee per person) are granted for cancellations received in writing two weeks prior to the seminar.

Seminar Cancellation Policy

Locations with less than 20 registrants three weeks out may be cancelled. In event of cancellation, all registrants will be notified.

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.

Questions?

Call 800-442-5762 ext. 6635 or 469-385-6635 or email training@cornerstoneleague.coop.

If you have physical, medical, or dietary needs requiring special attention, please contact us for proper arrangements to be made. For more information regarding administrative policies, such as complaint or refund, please contact us at 800-442-5762 ext. 6630.