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Operations, Sales & Service Training Handbooks

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Showing products 1-24 of 24
Checks and Share Drafts Teller and Member Service Handbook

non-member: $59.90
CUNA member: $29.95


Checks & Share Drafts is a great introduction for new employees and a handy reference for experienced tellers and member service representatives.

Communications Skills Teller and Member Service Handbook (print)

non-member: $59.90
CUNA member: $29.95


This handbook helps tellers and member service representatives communicate effectively with people of differing backgrounds, ages and personalities.

Credit Union Accounts Teller and Member Service Handbook (print)

non-member: $59.90
CUNA member: $29.95


Teller and member-facing staff need to understand the various accounts offered by the credit union. This book starts them off with important definitions, features, and benefits of the various accounts.

Credit Union Teller Handbook (print)

non-member: $49.90
CUNA member: $24.95


This handbook includes sections on translating financial jargon into terms members understand, instructions on identifying and correcting common mistakes and the most current procedures to head off fraud.

CU Basics - History of the Credit Union Movement Seminar in a Box

non-member: $440.00
CUNA member: $220.00


Build strong advocates of the movement and the best representatives of your credit union. This seminar helps you convey an understanding of the credit union movement and the importance of member service.

CU Basics - New Employee Orientation Seminar in a Box

non-member: $440.00
CUNA member: $220.00


Those first days in a new job can be overwhelming. This seminar will enable new hires to get a clear picture of your credit union's mission, goals and place in the market.

CU Disaster Recovery Seminar in a Box

non-member: $440.00
CUNA member: $220.00


This Seminar in a Box will provide you with the basics every credit union staff member should know about preparing for and recovering from a disaster.

CU Sales - Closing Member Sales With Confidence Seminar in a Box

non-member: $440.00
CUNA member: $220.00


Through this seminar and its exercises, staff will learn to close sales with members while conveying a sense of importance, urgency, and appreciation to members in all interactions.

CU Sales - Connecting With Members Seminar in a Box

non-member: $440.00
CUNA member: $220.00


With this Seminar in a Box, staff will learn that by demonstrating a positive regard and developing a good rapport with members, they can create an exceptional experience for members.

CU Sales - Inquiring and Listening for Member Needs Seminar in a Box

non-member: $440.00
CUNA member: $220.00


This Seminar in a Box helps staff build skills to start a dialogue with members, build relationships and better understand each member's situation and goals.

CU Sales - Linking Member Needs to CU Service Seminar in a Box

non-member: $440.00
CUNA member: $220.00


During this seminar, staff will learn the art of describing benefits and linking member needs to credit union products and services.

CU Sales - Planning, The Foundation of Sales Seminar in a Box

non-member: $440.00
CUNA member: $220.00


Learn how to lay the groundwork for effective sales and service interactions with members.

CU Sales - Seminar in a Box DVD

non-member: $440.00
CUNA member: $220.00


Learn the PRIDE model for effective credit union sales and service.

CU Sales - Why Care About Selling Seminar in a Box

non-member: $440.00
CUNA member: $220.00


This seminar will show staff how service relates to sales, and how their actions and interactions with members affect member service and credit union sales.

CU Security and Fraud - Check Fraud Seminar in a Box

non-member: $440.00
CUNA member: $220.00


This seminar provides your staff with the tools needed to help them detect credit union and member fraud.

CU Security and Fraud - Robbery Procedures Seminar in a Box

non-member: $440.00
CUNA member: $220.00


A robbery is a highly emotional situation that requires clear cut plans your staff can follow. This seminar provides the tools to protect staff and members.

CUNA Creating Member Loyalty

CUNA Creating Member Loyalty™ (CML) transforms a credit union to a sales and service powerhouse through changes at both the individual and organizational level.

Products & Services
CUNAs Guide to Mergers

non-member: $139.98
CUNA member: $69.99


This guide offers a strategic perspective of merger goals and a practical understanding of the merger process.

Deterring and Responding to Robberies - A Training Tool for Banks and Credit Unions (DVD)

non-member: $598.00
CUNA member: $299.00


During this training, Evans combines his experiences with those of a long time law enforcement officer, a security consultant, the President/CEO of a robbed financial institution and a teller on the front line during ...

People Not Profit the Story of the Credit Union Movement (print)

non-member: $49.90
CUNA member: $24.95


Cover significant points in U.S. credit union development - from the early years of struggle through the remarkable growth and development of the end of the 20th century.

Product Knowledge Program

non-member: $3,450.00
CUNA member: $1,725.00


Boost product knowledge to gain member loyalty. This resource tool provides customized profiles for as many as 70+ credit union products.

So, You Want to Open a New Branch Office

non-member: $79.90
CUNA member: $39.95


This guide shares the details of launching your new branch.

Teller Handbook Series (kit)

CUNA member: $91.00


This handbook series includes 4 teller handbooks.

The Credit Union Movement Origins and Development 1850-1980 (print)

non-member: $80.00
CUNA member: $40.00


Comprehensive treatment from mid-19th century Germany to 1984. Individual and cooperative efforts to found and expand U.S. credit unions.