Credit Union Mastery: An Essential Workshop for Tellers and Member Service Reps
(August 5-6, Two-day session)
To our members, the teller and MSR is the credit union. It is imperative that theirs is a complete understanding of the professionalism and knowledge necessary to be successful at their jobs. To meet, and exceed the expectations of both the credit union and the member; they must develop essential job skills.
The teller and MSR need to process member transactions quickly and accurately. They need to have an understanding of banking regulations and compliance issues. They must have the ability to recognize and act on security issues such as: new account fraud, check fraud, and robbery, to best protect the member, employees, and the credit union. The teller and MSR must accept the challenges and learn the skills required to sell non-tangible credit union products. And, most importantly, for them to be able to fill both the financial and service needs of our members.
Through the League’s intense two day workshop, these important needs are addressed, practiced, and an expertise is developed. Upon completion, the teller and MSR will become confident assets of the credit union, ready to handle the daily challenges of their jobs, and become masters of their craft.
Key concepts of this workshop include:
· Cash handling guidelines
· Negotiable instruments
· Check fraud/counterfeit currency
· New Account Fraud Prevention
· Regulations and compliance overview
· Sales techniques for selling financial products
· Member service and building relationships
Supervision and Leadership Workshop
(August 7, One-day session)
Effective supervision: how do we achieve it? What qualities and talents must a person possess in order to be a successful supervisor? What skills need to be developed in order to manage everyday activities, maximize productivity, and enhance relationships with both staff and membership?
The daily challenges of a supervisor can be overwhelming. The supervisor is the primary source of communication between management and staff. The supervisor must be able to resolve conflicts, motivate employees, and keep attitudes positive. And, still not lose focus on the primary responsibility of service to the members.
The skills and tools necessary to be a successful leader and excel at this most difficult job are explained, practiced, and practical solutions brought about in this most valuable workshop.
Key concepts of this workshop include:
· Communication and listening skills
· Understanding generational differences at work
· Leadership and motivation
· Team development
· Dealing with problem employees
Small credit union discount applies!
Registration deadline for both sessions: July 25, 2014
Catherine Colfer, Executive Vice President and Co-Founder of C & S Training Services, Inc., has a degree in education and more than 20 years of experience in the financial industry. Her experiences range from front line operations to serving as training director for a major financial institution. Her expertise is in developing and implementing the training of specialized, regulatory and technical issues. Her hands-on, practical style of training shows participants how to apply the skills learned in her workshops to their jobs.
Steve Janiszewski, President and Co-Founder of C & S Training Services, Inc., holds a degree in both business and education, and has more than 25 years of management experience in the financial community. As an adult education instructor, he has developed and conducted many classes and seminars for “in house” programs, colleges and professional associations. His expertise is in the fields of supervision, employee development, security, and sales training.
Who Should Attend
Credit Union Mastery: Credit union staff who serve and work with members and are on the front line of the credit union.
Leadership and Supervision Workshop: Newly promoted and established supervisors who want to become more effective leaders.
(All times shown are local time. Note: the schedule is the same for all three days.)
8:30 – 9 a.m.
9 a.m. – Noon
Noon – 12:45 p.m.
12:45 – 4 p.m.
Registration and refreshments
Registrations cancelled less than five working days before the session date will be subject to a 50 percent cancellation fee.
If you have a disability requiring special services, contact Joe Guilfoy at (800) 285-5300, ext. 5313, or (317) 594-5313 prior to the session.