Establishing Behavioral Service Standards

If you want to change outcomes, you must change behaviors.

We work side-by-side with your team to define behaviors that align with your mission, vision and core values, so everyone knows exactly what great service looks like in your credit union.

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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

How We Support You

Every internal and external member interaction is a chance to build trust, strengthen relationships, and demonstrate your values in action. Without clearly defined expectations, behaviors can drift, and so can culture. That’s why intentionality matters.

Define

Behavioral Standards

We partner with your credit union to establish clear service standards and behavioral expectations. These guidelines are fundamental to aligning teams and establishing a shared language and behaviors.

Track

Performance

What gets measured tends to get done. We help you create tools to track and scorecard key service behaviors, letting you know where to focus ongoing coaching and development efforts.

Maintain

Through Leadership Development

Ongoing leadership development leads to engaged managers who have effective coaching skills, letting you maintain your culture of high performance.

DEFINE

Behavioral Standards

We partner with credit unions to clearly define behavioral standards that align with their values and purpose. These aren’t generic checklists, rather they’re mission-based behaviors that reflect the unique identity of each organization.

ALIGN

Culture Through Training & Onboarding

Behavioral standards become the foundation for aligning culture through hiring, training, coaching, recognition and performance – making culture a practical, everyday driver of results.

Develop

Leaders Who Reinforce Culture

Culture is sustained over time by developing empowered leaders that motivate and develop their teams.

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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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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.

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