> Frontline Roundtable: Having the “Cross-Sell/Service” Conversation

Wednesday, May 22, 2013
10:00 AM Eastern Daylight Time
12:30 PM


You know the story. Your credit union needs to grow. That means both more members and members using more of your products. You can call it what you want but the truth is that frontline staff have tremendous opportunities to “help” members by recommending products and services.  

Done correctly, this benefits everyone: you, your credit union and the member!

Learn and practice techniques to become more comfortable listening and recommending products as solutions to member needs.

Facilitator/Speakers: Barbara Agin, Director of Education, NJCUL
Barbara Agin has been with the NJ Credit Union League for over six years and in that capacity has worked with many credit unions on service and cross-selling initiatives. Having come from the financial series arena, she is well versed is the pros and cons of the developing a sales/service culture.

Note: This session qualifies as an “in-person” session for the Marketing Certification Program. More information on this program is available by clicking here.

Locations: NJ Credit Union League "live" and via Video Conferencing at Atlantic FCU and Members 1st of NJ FCU.

NJCUL                                Atlantic FCU                    Members 1st of NJ FCU
299 Ward Street                 37 Market Street               37 West Landis Avenue
Hightstown, NJ 08520       Kenilworth, NJ 07033     Vineland, NJ 08360

Time: 10:00 a.m. – 12:30 p.m.

Cost: $25, includes lunch

To register and pay by check, send an email to Mary Zelinsky at mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.