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CU System
White papers focus One-man marketing departments
MADISON, Wis. (7/14/08)--Credit union professionals can learn how to balance the priorities and workloads of a one-person marketing and business development department in one of two new white papers from the CUNA Councils. Sponsored by the CUNA Marketing and Business Development Council, “Balancing Priorities in One-Person Marketing and Business Development Departments” focuses on the advice and experiences of nine credit union professionals who lead one-person departments. They discuss challenges, specialized tasks, outsourcing, technology use, personals tool and tips, and how they stay visible in the organization. The paper also addresses a common issue in one-person departments--finding help or backup in the credit union. One idea is to gain assistance from front-line staff with an interest in business development. “When work was slow at a new branch, a teller at First American CU in Beloit, Wis., asked the credit union to allow her to call small businesses to introduce the credit union and promote the value of direct deposit. That effort eventually developed into a business development position for the teller,” states the paper. The second paper, “Strengthening Member Connections: 2007 Best Practices Awards from the CUNA Operations, Sales, and Service Council,” profiles the efforts and initial results of two award-winning credit unions. Ascend FCU, Tullahoma, Tenn., won in the Branch Design category for the design of a new branch that translates into brick and mortar philosophy behind its new name, brand identity, and sales and service culture. Spokane Teachers CU, Liberty Lake, Wash., won in the Sales and Service Management category for its Conversation Engine, a member relationship management tool developed internally to suggest customized “conversation starters” to help front-line staff identify products and services to serve members’ financial needs. The awards--recognizing innovative solutions that optimize credit union performance--were presented during the council’s 10th annual conference in September 2007. For more information, use the links.
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