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Part 1: 56 minutes Part 2: 54 minutes A business relationship with your credit union often begins at account opening. Recorded from the live presentations on March 1 and 8, 2023 – this session gives your staff the training they need to open and maintain accounts for all business types. Join CUBG’s Liz Volin…
Duration: 57 minutes Join CUBG in this recording from March 16, 2023 on the latest in credit union commercial services. Hear industry statistics and trends, what to expect as we move further into 2023, and what your credit union should be doing now and in the foreseeable future. You’ll hear from: Justin Conrey, President/CEO,…
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…
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 exclusively for CUBG Member…
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…
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…
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…
Duration: 64 minutes This webinar recorded live on June 29, 2021, covers how to target professional practice firms like doctors, dentists, and lawyers (and their wealthy owners) for business deposit accounts and loans at your credit union. Learn tips for building relationships and business in this niche market, and how it can lead…
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…