Frontline employees must feel invested in the mission and purpose of a credit union. Imagine the growth in the bottom line if tellers and frontline employees referred just two members a day for a loan! Investing in our employees means we are also growing our business and increasing member satisfaction.
Professionals who are tellers, member service reps, and frontline employees.
LSCI's Teller Training Workshop, hosted by Lorrie Wohlfeil, is designed to train frontline employees to turn basic transactions into meaningful loan opportunities, where members understand the value of the credit union. LSCI will show you how to best qualify each member and refer them for a loan using proven strategies, real member profile screens, and sample referral cards.
By the end of the course, participants will be able to:
• Learn the basics of score enhancement
• Learn step-by-step processes to build relationships with members
• Review the best products a credit union has to offer and the best way to sell each
• Increase the chances of referral and improve the credit score
• Use various strategies including small talk to build lifetime relationships with members
• Determine the best products to offer a member based on the member profile
$395 per attendee
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