Tuesday, March 18, 2014
(GMT-05:00) Eastern Time (US & Canada)
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
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.
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 firstname.lastname@example.org or 800-792-8861 ext. 100 for details.
To register and pay by check, send an email to Mary Zelinsky at email@example.com and your credit union will be invoiced. To register and pay online, click here.