Operations

Sales & Member Services

• Training & Resources
• Hispanic

Training & Resources

How can I improve in my daily interactions with members?

Credit unions are known for their service skills. But there’s always room for improvement—and we make sure you have everything you need to hone your member service talents. Learn how to meet and exceed member expectations in the method of your choice: off-site training opportunities, videos, or even a dedicated newsletter.

Training Events

• World-Class Customer Service Executive Institute
• Sales & Service Culture Institute

Resources

• Creating Member Loyalty
• Advisory Services: Sales and member service improvement
• Credit Union Financial Counseling Certification Program (CU FiCEP)
• New! Taking Care of Business Members - WHITE PAPER PDF

• Technology on the Fringe - White Paper PDF

• Building a Sales and Service Culture - White Paper PDF

• More CUNA Council white papers
• The Complete Teller Kit
• CPDOnline
• CPD Frontline Webinars

• Credit Union Telemarketing: Your Guide to Effective Telephone Marketing

• Strategic Pricing Made Easy

• CU Front Line Newsletter

• Checks and Share Drafts: Teller and Member Service Handbook, 2nd Edition

• Communications Skills: Teller & Member Service Handbook

• Credit Union Accounts: Teller and Member Service Handbook

• Credit Union Teller Handbook (NEW 4th edition)

• Teller Handbook Kit (4 handbooks)

• Teller Survival Guide: The Rookie Video

• Teller Survival Guide: Fine Tuning Your Skills Video

• Teller Survival Guide: The Drive-Up Window Video

• Teller Survival Guide: Common Scams and Collusion Video

• Teller Survival Guide: Common Balancing Errors Video

• Teller Survival Guide Video Kit: Set of 5

Hispanic

What’s available for us to better serve our growing Hispanic population?

Today, there’s a powerful and growing market of more than 40 million U.S. Hispanics. We offer many resources to help you serve their needs and open the lines of communication. Not only do we teach your staff to understand and speak the Spanish language, but we also provide marketing tips and ready-to-use Spanish promotional materials so you can quickly and easily spread the word about your services.

See all of CUNA’s Hispanic Resources

Start page - Operations - Sales & Member Services - Branch Management - CUNA OpSS Council