Tools to Make the Best of Customer Calls – July 30, 2024


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Date: Tuesday, July 30, 2024
Duration: 60 minutes
Price: Complimentary for CUBG Member Credit Unions

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.

In this webinar exclusively for CUBG Members, CUBG will discuss how to start the conversation, questions you must ask, and tips on how to learn as much as you can about the prospect. Hear from a seasoned commercial lender on their experience, best practices, and ideas to make every visit with a potential member count. You’ll gain skills you can immediately apply at your credit union to help grow your loan and deposit portfolios.

Purchase Terms & Conditions
For live webinars, a full-team registration includes multiple attendees for your credit union. Please include these emails in the notes section at checkout. Each attendee will need a unique login link for access. A recording of this webinar will be available after the live session.

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

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