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Operations, Sales & Service

Trail-blazing operations drive culture and shape strategy to unite staff and grow membership.

CUNA offers training, networking opportunities and resources to help operations, sales & service professionals increase the efficiency and effectiveness of their credit union in order to make a more powerful impact for their members and the movement.

Exceed expectations.

Blaze a new trail by defining your credit union's culture to shape member experiences, exceed member expectations and build loyalty.

RESOURCES: CUNA Creating Member Loyalty™, CUNA World-Class Service Leadership Institute, CUNA Sales & Service Culture Institute, CUNA Seminars in a Box™ for Staff, Credit Union Front Line Newsletter, CUNA Member Events, CUNA Member Financial Literacy Resources & Branch Materials

Fine tune.

Get equipped to do more, better and faster, with less. We'll help with insightful networking resources for idea generations, solution gathering and best practice sharing.

RESOURCES: CUNA Operations, Sales & Service Council & Conference, CUNA FUSE: Branch Operations & Business Development School, CUNA Creating Member Loyalty™, CUNA Sales & Service Culture Institute, CUNA Strategic Services

Step up.

Operational responsibilites often lead to additional leadership roles. To succeed, it takes a unique skill set: technical knowledge, as well as personal communication skills. Are you ready to step up? Invest now in the skills that will boost your impact and pay off down the road.

RESOURCES: CUNA Leadership Institute, CUNA Operations, Sales & Service Council & Conference, CUNA Management School, CUNA World-Class Service Leadership Institute, CUNA Creating Member Loyalty™, CUNA CPDOnline

Forecast.

Constantly putting out fires gets tiresome. And frustrating. Move beyond reactive problem-solving into developing proactive solutions.

RESOURCES: CUNA Operations, Sales & Service Council & Conference, CUNA Strategic Services, CUNA Strategic Planning Tools & Resources, CUNA Enterprise Risk Management Certification Institute, CUNA Governmental Affairs Conference, America's Credit Union Conference

Encourage growth.

Keep your team motivated by optimizing time and prioritizing staff development.  Our nurturing and guidance can help.

RESOURCES: CUNA CPDOnline, CUNA Seminars in a Box™ for Staff, CUNA Training Bundle, CUNA Training on Demand™, CUNA Designations & Certifications, Credit Union Front Line Newsletter

Feel the pulse.

Knowledge is not power. The application of knowledge is power. Having technology at your fingertips isn't enough.  You need to be able to leverage it across your credit union to connect systems, customize processes, incorporate programs, manage relationships, reach members and maximize potential.

RESOURCES: CUNA Operations, Sales & Service Council & Conference, CUNA Strategic Services, CUNA CPDOnline, CUNA Training on Demand™, CUNA Technology Spending Report

Harness trends.

An effective operations strategy is build on the basis of industtry trends, current events and constantly changing issues that affect your credit union. Don't miss out on critical insights to handle your daily demands.  Harness the latest, greatest and most powerful operations ideas and tools.

RESOURCES: CUNA Webinars, Audios and eSchools, Credit Union Magazine, Credit Union Front Line Newsletter, CUNA News Now, CUNA Pressing Economic Issues Series, CUNA RegTraC

Transform thinking.

"Sales" is not a four-letter word. For successful credit unions, it's natural to weave both sales and service into enhancing member experiences. Transforming your service protocol isn't as easy as flipping a switch, but it may be easier than you think to create member loyalty while driving sales and impacting your ROI.

RESOURCES: CUNA Creating Member Loyalty™, CUNA World-Class Service Leadership Institute, CUNA Sales & Service Culture Institute, CUNA Seminars in a Box™ for Staff, Credit Union Front Line Newsletter

Identify threats.

Identifying threats is the first and most important step in keeping your credit union secure.  After all, you can't fight what you can't see.  We'll help infuse logic and control into an often chaotic world.

RESOURCES: CUNA CPDOnline, CUNA webinars, CUNA Training on Demand, CUNA Strategic Services, CUNA Security & Fraud Certification eSchool

2014 Schools & Conferences
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