“Referring only products and services that meet our member’s needs is what sets us apart from others who are in the hardcore, pushy selling business.”
Your credit union’s members want adequate solutions to their problems that give them a positive result. They want a consultant they can trust who advocates for their needs. And they want added value, which is service that exceeds their expecations. This course will equip a front-line professional to take a transaction and make it about improving their member’s financial wellness, exceed their member’s expectation and improve the member’s financial well-being.
