Making the Most of Member and Prospect Calls – Recording

Description

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 additional opportunities with current members.

In this session, CUBG will discuss how to start the conversation, what questions you must ask, and share tips on how to learn as much as you can about the business.

Hear from a seasoned commercial lender on their experience, best practices, and ideas for making every visit with a business member or potential member count. You’ll gain skills you can immediately apply to help grow your credit union’s loan and deposit portfolios.

CUBG Members receive this recording for free. Please enter your coupon code at checkout to receive the discount. Need a code? Contact us at education@cubg.org.

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.

Educational materials are proprietary and are not to be shared outside of the participating credit union.