> Full-Day: Cross Selling from the Credit Report

Tuesday, March 18, 2014
10:00 AM (GMT-05:00) Eastern Time (US & Canada)
2:00 PM

 

Now more than ever, credit unions need to fully utilize the information they have on members and look for opportunities to increase their members “share of wallet” at their credit union.  In keeping with the philosophy of “People Helping People”, it is doing a disservice to NOT recommend products and services that will benefit the member. 

In this session you will:

  • Learn techniques for “Mining for Gold”
  • Practice examining credit reports to look beyond the score
  • Explore different approaches to match untapped opportunities to credit union products and services based on member need

Speakers: 
Susan Eisele, Sales Associate II, Experian Information Solutions Inc.
Barbara Agin, Director of Education & Training, NJ Credit Union League

Susan is currently a Sales Associate servicing accounts in the New Jersey area.  Previously, she was a customer service representative with CBA which was an Experian Affiliate Bureau.

As an accomplished facilitator, Barbara motivates and inspires others to achieve higher professional potential. She uses her real life experiences to instruct and motivate new hires and experienced branch staff.

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. – 2:00 p.m.

Cost:

Over $150 Million                         $209.00
$50 Million to $150 Million         $149.00
Under $50 Million                        $  69.00

Note: A 50% discount is available for all CUs under $10 million in assets. Contact Mary Zelinsky at mzelinksy@njcul.org or 800-792-8861 ext. 100 for details.

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.