Credit union cross selling training
[PDF File]Taking on the Competition with Core Competencies
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Taking on the Competition with Core Competencies By David A. Bratton The North American credit union movement is on the frontier of sweeping changes in the delivery of financial services. Large financial institutions are growing by leaps ... cross the street to …
[PDF File]Police Federal Credit Union Position Description
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credit union policies, laws and regulations. Optimize lending opportunities by cross-selling appropriate products and services. Essential Duties and Responsibilities: The following are the essential duties and responsibilities of the position: 1. Understand and comprehend all loan products, policies and services.
Credit Union Training Requirements
Credit Union Training Requirements Below is a list of training requirements that are found in federal regulations and regulator guidance. This chart does not include any state or local training requirements that might exist. Credit unions should not use this document as the sole source of information for its training program. In
[PDF File]NCUA LETTER TO CREDIT UNIONS
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Regardless of the type of indirect lending relationship established, no credit union should delegate loan approval authority to a third party. Every credit union has the responsibility to perform its own due diligence, establish effective controls and monitoring systems to mitigate the risks to the credit union’s earnings and net worth.
[PDF File]Cross-Selling Credit Union Services
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2 Cross-Selling Credit Union Services and Next Suggested Product be helpful for reminding employees to cross sell, and can point out which services must be discontinued when a member leaves the credit union. These tasks are documented in a Sales Tracker, an on-going record of contact credit union employees have with members.
[PDF File]Anti-Money Laundering Compliance Frequently Asked ...
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unions. To determine the kind of training that is appropriate for your credit union, you should evaluate the frequency of staff turnover, kinds of transactions handled by your credit union, types of products offered to your membership, and whether your credit union is located in a high risk money laundering and related financial crimes area ...
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