How to Speak Business Services for Branch Staff – Recording




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 branches the resources they need to sell commercial services products?

Join CUBG’s Mike Smith for this session designed to teach your branch staff the need-to-knows of discussing business services, identifying opportunities and appropriate products and services, and solidifying relationships with your member businesses.

We Discuss:

– How to use your branches to expand your commercial program

– Deepening the business relationships through cross-selling

– Your role in business services in the branches

– Effective interviewing skills

– Tools to “talk the talk” in business lending and deposits

Target Audience: Branch mangers and staff, business development officers, relationship managers, deposit and loan officers, and executives overseeing the business services program.


Purchase Terms & Conditions

After the order is approved, you’ll receive an email with links to download the education materials. After you download, you will be able to save the files to your shared network and use the training for your credit union going forward.