Credit Union Service Training

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

How We Support You

We know that good service isn’t just good external service, but also good internal service. We work with you to define service behaviors 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

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.

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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.

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Self-Guided Course

Service Excellence

Excellent, personalized 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.

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