This recorded event is available until December 6, 2013.

 

Many credit unions exhaust significant time and effort developing strategic plans only to realize later that their tactical plans are driving the wrong behaviors and producing the wrong results. To truly build long-term and profitable relationships with members you need front line execution that is aligned with the credit union's desired outcome. This session will introduce you to the many cultural components necessary to create an aligned culture.

 

In this session, you will learn to:

• Integrate your strategic objectives with individual and team action plans across the credit union
• Align your front-line relationship building efforts with your credit union's growth strategy
• Create a leadership and coaching process to keep efforts focused on the desired result
• Institute a process for holding employees accountable for their production
• Thoroughly assess the current state of your credit union's sales and service culture

Who Should Attend

This webinar is designed for head of retail, COO, HR Director and Sales and Service Director. Affiliation with CUNA/League is required for attendance.

 

Paul Robert

Paul has been helping financial institutions drive their retail growth strategies for over 20 years. Paul is the chief consulting officer for FI Strategies, LLC, a private consulting company that works with credit unions to maximize their efficiency and performance. Through a highly consultative approach to solution-design, Paul uses proven tools and techniques to thoroughly assess the critical performance needs of his clients, establish clearly defined goals and objectives, and develop and implement improvement programs that have a substantial and lasting impact on the credit union's productivity and profitability.

Live Session

This is a recording of an event held February 15, 2012. View upcoming events.

CUNA is a leading provider of webinars to the credit union movement. CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

After registration, recorded events can be accessed by anyone at your credit union by logging into My Programs using your CUNA website username and password. Recorded events are available within 48 hours of the live event.