> Quick Bite: Share of Wallet – Are You Maximizing Your Existing Membership

Thursday, October 10, 2013
11:00 AM Eastern Daylight Time
12:00 PM

The ultimate member loyalty test. What percentage of each member’s wallet is with your credit union? Maximizing existing relationships from the moment they open an account and beyond is more critical than ever. Everything from on-boarding programs for new members, to outbound calling campaigns, to the daily service experience matters. A lot. Julie will share with you examples from around the country on how credit unions are moving that needle toward an increase in share of wallet.

Speaker: Julie Ferguson is the owner of JRF Consulting Services, LLC and has been in the credit union movement for over 18 years. Sixteen years of her career were spent at First Tech Federal Credit Union. Her career began as a part-time Teller and took her on a journey that made stops as a Loan Officer, Branch Manager, Director of Operations, and Business Development Director. While at First Tech she developed strong relationships with SEG’s such as Microsoft, Amazon.com and Google. When First Tech became Microsoft’s credit union she and her staff grew the relationship from 0 – 15,000 members in 7 years.

Location: Via Telephone

Time: 11:00 am - 12:00 pm EST

Educational Investment: $109.00 per telephone connection. Unlimited Listeners and Free Audio Archive

****You must be registered for this session to hear the audio-recorded version and receive handouts.****

AUDIO ARCHIVE! Can't tune in today? This session will be available on-line for 30 days after activation.

To register and pay by check, email mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.