> Lending Roundtable: Cross Selling from the Credit Report

Tuesday, March 26, 2013
10:00 AM Eastern Daylight Time
12:30 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. Join Susan from Experian who will review the components of their credit report and work with your peers and League staff on identifying and scripting cross-sell opportunities.

 

Facilitators:
Susan Eisele, Sales Associate II, Experian Information Solutions Inc. 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.

Barbara Agin, Director of Education and Training, NJCUL works with credit union staff on developing the skills necessary to have more meaningful conversations with members. 

Note: This Roundtable Session qualifies as an “in-person” session for the Lending/Collections 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.