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Credit Union Seminars in a Box for Staff
Do you find yourself in need of interactive programs for your meetings and training sessions, yet you are too pressed for time to create them? Or perhaps you’ve been told to provide branch staff training and you’ve never done training before in your life. Don’t panic! The need for training is real, but the need to stress over planning training is not!
Introducing Credit Union Seminars in a Box for Staff - designed with your demanding schedule and training needs in mind. Everything you need to plan and execute a 10 minute exercise or a one hour staff workshop is in the box—just add the staff! Credit Union Seminars in a Box are perfect for branch meetings, department meetings, or formal training sessions.
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| Download the brochure |
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Choose a Seminars in a Box Series or scroll down the list below:
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Each Seminar in a Box is written from the credit union perspective, integrating more than 20 years of development in the design of credit union training. What you can expect from the content: | |||
- Exercises to reinforce the skills learned
- Conversation starters and discussion points to relate the content and concepts presented to your credit union
- Definitions, guidelines, tips, tools, and benefits for all the skills taught
- Action plans for using the skills taught
- Recommended reading list to reinforce the skills learned
Save $50 with the Mix-n-Match Special for Seminars in a Box for Staff
Purchase each Seminar in a Box for Staff for just $279, or $229 each for 7 or more!
| Also available: Seminars in a Box for Members |
Each Seminar in a Box includes:
- Credit union-specific content for relevant training
- An easy-to-use facilitator guide to make the program interactive and let the trainer lead staff through the exercises
- One copy of all participant handouts for one-stop reference and duplication
- A CD-ROM with all session materials to make it easy to customize content
- A speaker checklist including materials needed for simple preparation
- Tips for effective training to help even the most seasoned trainer improve their skills
Credit Union Sales Seminar in a Box for Staff Series
To prosper in today's competitive financial services market, credit unions must demonstrate their value at every turn. While quality member service is essential, corporate culture must be built around sales and service. Every member's phone call, visit, e-mail, or face-to-face meeting is an opportunity to strengthen a relationship and improve your bottom line.
"I am a one-person HR/training department and I need all the help I can get to leverage training resources. Seminars in a Box is the type of turn-key training system that allowed me to turn over the training to line staff that had been "chomping at the bit" to get involved with training. I created a "Trainer's Troupe" made up of teller, call center, and lending staff. These staff members paired up to present the trainings verbatim from the Seminar in a Box materials. I am confident that the content is being delivered consistently because the trainers follow the facilitator guide instructions as they present. It's good for our credit union because it's an inexpensive way to deliver sales training. It's good for our staff because it's not slick or scary content - just good basic sales training. The thing I like most about it is its simplicity. It has empowered our beginning-level trainers to be successful."
Melanie Ransom
Vice President of Human Resources
O Bee CU
Tumwater, WA
The Credit Union Sales series provides an overview of a sales and service model called PRIDE. Outstanding member service is the key to effective selling. The PRIDE Model lays a strong foundation for the value-added selling and service skills. The information, activities, and exercises are designed to help maximize success in sales and service activities at your credit union. By learning and practicing the skills and strategies outlined, service to members will become easier, sales will increase, and member satisfaction will rise. While each Seminar in a Box stands alone, used together you’ll discover a powerful system for developing sales in your credit union.
Here are samples of what to expect from each Seminar in a Box for Staff!
- See a PDF of an exercise from the participant workbook from the Planning - The Foundation of Sales Seminar in a Box. Planning is the foundation of the skills, but often staff doesn't understand how important this skill can be. This exercise helps gives staff the "why" as in "Why should I pay attention to this training?"
- See a PDF of the facilitator's guide from the same exercise as shown above from the Planning -- The Foundation of Sales Seminar in a Box. Copy these back-to-back to see how they'll be printed in the book. The left-hand pages include small images of what the participants see, and the right-hand pages include speaker notes. Using the script, you, your branch managers, or anyone can pick the materials and deliver them with very little prep time.
- See the PRIDE model which is referenced in all of the Seminars in a Box Sales Series. The PRIDE model is introduced in the first seminar (Why Care About Selling) and it is reinforced in each subsequent seminar. Keep in mind that each Seminar in a Box stands on its own, but can also be delivered as part of the Seminar in a Box for Staff Sales Series.
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 with members affect member service, and ultimately, credit union sales.
Stock # 26900
CU Sales: Planning-The Foundation of Sales Seminar in a Box
Planning is the process of preparing for effective sales and service interactions with members. It requires thinking about activities and interactions in a systematic way, and it helps bridge the gap between current staff ability and desired staff ability. It involves setting specific goals, keeping work areas organized, and managing time in a way that leads to greater efficiency and effectiveness.
Stock # 26901
CU Sales: Connecting With Members Seminar in a Box
The key to connecting with members is a skill called recognizing, the process of establishing a friendly connection with each member. When it is done effectively, it helps form a solid foundation for efficient interactions and strong relationships. During 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.
Stock # 26902
CU Sales: Inquiring & Listening for Member Needs Seminar in a Box
Inquiring and listening refer to asking questions to uncover member needs, as well as carefully listening to their responses. This Seminar in a Box encourages proper questioning to provide staff with information which can be used to start a dialogue with members, to build a relationship with them, and to better understand their situation and goals. The right questions encourage members to tell staff what they need to know so the credit union can provide the right products and solutions. This training also encourages proper listening to ensure staff is recommending the right products and services to meet member needs.
Stock # 27534
CU Sales: Linking Member Needs to CU Service Seminar in a Box
During a member interaction, there comes a time when a need is recognized that the credit union can help fulfill. During this seminar, staff will learn the art of describing benefits and linking member needs to credit union products and services. It is the process of confirming for the member that you have understood their needs by defining the value of the credit union in terms the member understands.
Stock # 27535
CU Sales: Closing Member Sales With Confidence Seminars in a Box
Closing member sales includes the very important skill of expediting, the process of gaining member commitment and following through on member requests. 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.
Stock # 27536
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 the CU Sales Seminar in a Box for Staff Series.
Stock # 27539
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, or quick staff meeting discussions - it's all here!
Stock # 27540K
Credit Union Compliance Seminar in a Box for Staff Series
Today's credit unions find compliance challenges at every turn. Credit unions with sound compliance training prove to both the examiners and members that they are ready for changes with sound business practices. The Credit Union Compliance Seminar in a Box Series provides a solid line-up of compliance training seminars for staff. The information, activities, and exercises are designed to help maximize success in compliance training at your credit union. By learning and practicing the skills and strategies outlined, service to members will become easier, sales will increase, and member satisfaction will rise. While each Seminar in a Box stands alone, used together you’ll discover a powerful system for developing your credit union.
CU Compliance: Bank Secrecy Act Seminar in a Box
Bank Secrecy Act compliance is high on the examiner’s list of compliance topics for all credit union staff. This Seminar in a Box will provide the tools to help you put together successful Bank Secrecy Act training for your staff. You’ll receive access to current Currency Transaction Report and Suspicious Activity Report forms and tips to help you train.
Stock # 27577
CU Compliance: Regulation CC Seminar in a Box
Regulation CC is a regulation that requires credit unions to provide annual training to their staff. Get the tools and tips you’ll need to help you outline which funds must be available the second business day and which must be available by the fifth business day. Also get clear definitions of the difference between local and non-local checks and what this regulation considers a business day.
Stock # 27579
CU Compliance: Disaster Recovery Seminar in a Box
Now that 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 familiar with their roles in case a disaster large or small hits your credit union. Plus, NCUA and the state regulators require training for credit union staff.
Stock # 27580
CU Compliance: Truth in Savings Seminar in a Box
Truth in Savings was created to enable members to make meaningful comparisons of deposit accounts offered by depository institutions. Teach your staff the disclosures that are required at each stage in the life of deposit accounts – prior to opening an account, at account opening, on periodic statements, when there is a change in account terms or maturity and when marketing those accounts.
Stock # 27581
CU Compliance: Regulation D Reserve Requirements Seminar in a Box
Give your employees a clear understanding of transaction limits placed on deposit accounts by this regulation. This seminar includes a clear definition of a transaction account and deposit account, as well as how to calculate the six transfer limit.
Stock # 27582
CU Compliance: Office of Foreign Assets Control Seminar in a Box
Do your employees know what the OFAC is? Do they understand why credit unions are required to check their members against a Specially Designated Nationals (SDN) and Blocked Persons list? Provide them the understanding and knowledge to be compliant including definitions and tools to keep your credit union in compliance with these requirements.
Stock # 27584
CU Compliance: Regulation E Electronic Funds Transfer Seminar in a Box
Staff will gain a clear understanding of what transactions are covered by this regulation. It will guide you to help staff determine when a disclosure is required, what must be included in the disclosure, and what form must be provided.
Stock # 27589
Credit Union Basics Seminar in a Box for Staff Series
CU Basics: New Employee Orientation Seminar in a Box
That first day 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 credit union’s mission, goals, and place in the market.
Stock # 27590
CU Basics: History of the Credit Union Movement Seminar in a Box
This seminar helps you convey an understanding of the credit union movement and the importance of credit union service to your members. Build strong advocates of the movement and the best representatives of your credit union with this seminar.
Stock # 27591
Credit Union Security and Fraud Seminar in a Box for Staff Series
CU Security & 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.
Stock # 27583
CU Security & Fraud: Robbery Procedures Seminar in a Box
A robbery is a highly-emotional situation that requires clear cut plans your staff can follow. Credit unions need to inform staff about robbery procedures. Provide the tools to protect staff and members with this Seminar in a Box.
Stock # 27592
More Seminars in a Box for Staff are being developed. Tell us the topics you'd like to see by e-mailing elearning@cuna.coop.
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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