Conducting an effective interview with a business member is a key component of a successful business services program. This webinar will review the following interviewing tools and techniques: Key questions and techniques to help staff learn about the member and their business Open/closed and other types of questions – how to best choose your question and…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 52 minutes Price: Complimentary for CUBG Member Credit Unions Ever wonder what the secret is to being a successful commercial lender? It’s referrals! Before most business owners decide to borrower money, start a business, or switch financial services providers – they talk to a trusted advisor. In this webinar from May 28, 2024…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 73 minutes Credit unions have a lot of competition for commercial clients. But they also have a secret weapon many of those competitors don’t have… a network of branches with deep ties to the community. Branches are typically the first point of contact and a great resource for business members. Are you giving your…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 55 minutes One of the keys to being a successful commercial lender is conducting effective and efficient visits with existing and proposed business members. Your ability to establish rapport with the business owner and managers, along with the information you obtain at these visits, will likely turn your prospects into members or produce…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 63 minutes Automated Clearing House (ACH) and Remote Deposit Capture (RDC) have become industry standards in deposits and are common products for credit union business members. However, both also come with their own regulations and challenges. Managing risk is essential to protect both the credit union and the member. Join CUBG’s Liz Volin…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 33 minutes CU Business Group’s The Basics of Business Entity Type gives a summary of the most common types of business entities you’ll encounter as a credit union. These business entities include sole proprietorships, DBAs, corporations, limited liability companies, partnerships, associations, and campaigns. Some of the topics covered in this course include: A…
Select options
This product has multiple variants. The options may be chosen on the product page
Duration: 54 minutes Presenter: Lori Shao, Finli Price: Complimentary What keeps a small business owner up at night? Is your credit union effectively supporting those members? …and how Finli can help! Over the last 5 years, at least 25 million new small businesses have been created. Your credit union is likely already banking many…
