Operations, Sales & Service Training Handbooks
Price Product Type Title
Checks and Share Drafts Teller and Member Service Handbook
A teller's job can be stressful, especially when faced with check-cashing situations that require prompt action. But many tellers are trained in only the basics of checks and share drafts before being placed on the te ...
Credit Union Teller Handbook (print)
For many members, tellers personify the credit union. This edition includes sections on translating financial jargon into terms members understand, instructions on identifying and correcting common mistakes, and the m ...
CU Basics - New Employee Orientation Seminar in a Box
That first days in a new job can be overwhelming. Give your new hires the best first look at your credit union and their role as soon as possible. This seminar will enable new hires to get a clear picture of your cred ...
CU Disaster Recovery Seminar in a Box
As soon as you have your Disaster Recovery/Business Continuity Plan written and approved, it's time to train your staff on their responsibilities under that plan. Having a great plan isn't so great if your staff isn't ...
CU Sales - Seminar in a Box DVD
Outstanding member service is the key to effective selling. By watching this credit union training DVD, staff will be introduced to the PRIDE model, a model for effective credit union sales and service and the core of ...
CU Sales - Seminar in a Box for Staff Series Kit
The solution to sales and service training in your credit union. This kit contains all seven CU Sales Seminars in a Box for Staff including the DVD! Keep and use the entire set for monthly staff meetings, refreshers, ...
CU Sales - Why Care About Selling Seminar in a Box
In this seminar, staff is introduced to the PRIDE model, a model for effective sales and service. They will be encouraged to think about and discuss how service relates to sales, and how their actions and interactions ...
CU Security and Fraud - Check Fraud Seminar in a Box
This seminar provides your staff with the tools needed to help them detect credit union and member fraud. Plus, it guides staff toward helping members protect themselves against scams and fraud.
CUNAs Guide to Mergers
Credit unions of all sizes are using the merger process to achieve strategic goals and objectives.
Product Knowledge Program
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
A guide to the details of launching your new branch. This book has information from credit unions and design/build firms with extensive experience in developing, designing and building credit union branch offices.