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Credit Union Service Training

You will never treat your members better than you treat each other.
Discover how to embed the people-helping-people philosophy throughout your entire organization. Our service training is rooted in the credit union's foundational purpose and focuses on behaviors proven to improve internal and external member experience, from new team members to long-time managers.
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Proven Results

With over 500 client surveys rating our programs a 4.8 out of 5 or better, credit unions trust us to help boost sales confidence, deepen member relationships, and improve products and services per member.
4.8/5★
Worth Your Time
4.9/5★
Kept You Engaged
4.8/5★
Would Recommend to Others
4.8/5★
Learned Something New

The ServiStar Consulting Impact

ServiStar Consulting clients see significant improvement in key performance indicators compared to credit union industry benchmarks. Download our Client Benchmarking Report below and look at real client results.

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Testimonials

Had a major impact on me
I've been through a lot of different courses for leadership at several companies and the Marine Corps. I felt your course did an amazing job of presenting invaluable information in a way that was easy to follow and understand. It was also quite fun. You have actually had a major impact on me, but because of that it extended to the entire credit union. It's also resulting in better member service, which I believe will in turn help us grow our member base.
Matt P.
Fire Police City Credit Union
‍Branch Manager
ServiStar: Impactful Leadership
The ServiStar course was extremely powerful + I cant wait to continue implementing my learning so that I can be a more impactful leader for my team.
Anthony C.
Royal Credit Union
Branch Manager
Vertex: A Game-Changer for Team Development
I truly love the Vertex program and use it daily. The team building and coaching has made a difference in my entire team. We really embraced it and used it as a way to develop and engage employees.
Carlynne P.
Holy Rosary Credit Union
AVP of Financial Services

Where Do You Start?

We've partnered with hundreds of credit unions to equip their teams to have confident, consultative conversations that build trust and improve financial lives. We're here to support you every step of the way.
Book a Call

How We Help You Build Excellent Service

We know that good service isn’t just good external service, but also good internal service. We work with you to establish behavioral standards that are in line with your mission, vision and core values. Then we ensure your people have the skills needed to live out your credit union’s mission every day, in every interaction.
Credit Union PhD
Defusing Irate Members
Service Excellence

Credit Union PhD

Let’s not forget why we do what we do. The credit union movement is growing, but is our commitment to People Helping People keeping pace? As credit unions continue to grow and expand, many credit union employees and leaders forget or never learned how and why we started. In this program, you'll learn about the motivation and passion our early leaders had when transforming cooperative financial institutions.
Live Online
On-Demand Course

Defusing Irate Members

When members become irate, our goal is to repair the relationship and retain the business. In this program, we look at different reasons why members become irate and equip you with the skills to de-escalate a difficult situation. This course will give you the confidence and competency to defuse irate members.
Live Online
On-Demand Course

Service Excellence

Excellent, personalized member service is what gives your credit union a competitive advantage over other financial institutions. And it takes even greater significance in the age of digital transformation, with more and more transactions taking place in digital banking. We must remember that everyone plays a role in providing excellent service, both directly and indirectly. Both internal, and external service, are critical to your success! In this program, we teach you the key behaviors to excellent service. These behaviors build trust and let you develop the long-term relationships you need to gain more business.
Live Online
On-Demand Course
Featured Events
Featured Insights

Practice. Connect. Grow.

Our live online events are a chance to build real skills in a supportive space alongside credit union professionals from across the country. You’ll engage, apply, and leave ready to lead with confidence.
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Dec 17
Defusing Irate Members
Learn how to de-escalate tense situations, maintain control and turn negative interactions into positive outcomes.
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Dec 18
Credit Union PhD
Learn the history, philosophy and development of the credit union movement in this fun and interactive 90-minute workshop.
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Insights That Keep You Ahead

Our featured insights provide timely updates and expert perspectives to help credit union leaders navigate change, inspire teams, and stay aligned with what matters most.
Join us and let's grow together!
View All Posts
Leadership
Leading Through Difficult Times
Optimism is a key attribute that all really great leaders have. And that's hard to do when times are tough.
Read More
Leadership
Learning from Every Leader: My Leadership Journey
As you reflect on your own journey, think about your relationship with your leader. Ask yourself, what can I learn from this person? What parts of their leadership could make me better? And how can I stay open, coachable, and committed to growth?
Read More
Leadership
Managing Former Peers: Balancing Trust, Truth and Transition
We've been helping new leaders for a long time, and we know that managing former peers is one of the hardest transitions in leadership.
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Improving Culture
3 Elements of a High-Performing Credit Union Culture
What's the difference between an effective credit union and a less-than-effective credit union?
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Leadership
Rethinking Performance Reviews: How Credit Unions Can Get Them Right
One thing HR professionals, employees, and managers can almost always agree on: performance reviews at their credit union could be better.
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Leadership
Culture is the Heartbeat of Your Credit Union: How to Strengthen It and See Results
Culture is the heartbeat of your organization. It shapes every conversation between employees, every interaction with members, and every decision your team makes.
Read More

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