Credit Union Business Development

Today's consumers have more options than ever when choosing a financial services provider. Business development training for your credit union can give your team essential selling and service skills to increase retention and foster growth in your credit union's membership.

Our customizable program will enable your credit union to implement more defined service standards that enhance the membership experience. It will also allow your managers to develop more robust leadership, coaching and training skills to optimize workforce performance.
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The Importance of Business Development Within Your Credit Union

Credit unions face fierce competition from banks, lenders, FinTechs and other financial institutions. Developing effective credit union membership growth strategies is crucial for several reasons:
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Improving culture: An engaged, service- and sales-oriented workforce is vital for ensuring your organization's long-term success. A business development program ensures all team members attain a growth-oriented mindset and support each other in these endeavors.
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Meeting member needs: The most enduring and successful credit unions are responsive and provide targeted solutions that resolve challenging financial issues for their members. Business development focuses on helping members achieve their objectives by building long-term relationships.
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Emphasizing selling: Business development training helps client-facing credit union professionals shift from an order-taking mentality to a sales mindset. They will learn how to identify and present cross-selling opportunities that benefit members while generating additional revenue for the credit union.
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The Benefits of Business Development

ServiStar Consulting uses a proven four-phase approach to improve member experiences in credit unions:
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Empowering leadership: Smaller credit unions may not have the resources to help supervisors hone their skills. Our training enables your leaders to make better strategic decisions and gives them the coaching skills that will allow employees to optimize their performance.
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Drive credit union growth: By helping your team develop stronger sales skills, our training will result in additional product sales that boost your credit union's bottom line. Your credit union professionals will be better equipped to meet your members' financial needs as your team will be more focused on promoting products and services that provide true benefits to members.
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Improving member relationships: At their core, credit unions are focused on people. Our training gives your team the tools and knowledge to build relationships with members, increase satisfaction and retain their business. The longer a member remains with your organization, the more likely you'll generate additional sales.
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Learn More About Business Development for Credit Unions

At ServiStar Consulting, our goal is to provide exceptional leadership and business development training that enables credit unions like yours to drive revenue by improving the member and employee experience. We inspire transformational change that will have a lasting, meaningful impact on your organization.

Learn more about credit union business development strategy with ServiStar Consulting. Let's talk about how we can help — schedule a personal call or submit our digital contact form.

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