ALOHA & WELCOME
Payment required by VISA, MasterCard, or American Express for online registration.
Payment required by VISA, MasterCard, or American Express for online registration.
Credit unions are known for great service. But in today's competitive financial services marketplace, great is not good enough. Members need the "WOW" factor to turn them into cheering fans of your credit union. Satisfied members are loyal members whose word-of-mouth advertising is priceless. And more cross-selling opportunities are possible with these members, increasing the credit union's bottom line.
This workshop gives you the tools to "WOW" your members and the ability to guide your members to the products and services they need through solution-based sales.
This workshop gives you the tools to "WOW" your members and the ability to guide your members to the products and services they need through solution-based sales.
AGENDA
9:00 am - 3:00 pm
Define Exceptional Member Services
Identify Challenges
Deliver Your Service Mission
Member Services Basics
How to Handle Complaints & Resolving Conflicts
Protecting Member Information
9:00 am - 3:00 pm
Define Exceptional Member Services
Identify Challenges
Deliver Your Service Mission
Member Services Basics
How to Handle Complaints & Resolving Conflicts
Protecting Member Information
REGISTRATION
Registration deadline: September 5, 2023
Member CUs: $159 per person
Registration deadline: September 5, 2023
Member CUs: $159 per person
This workshop will be presented on the Zoom Meeting platform and requires each attendee to have a computer with video, audio (speakers and microphone), and internet access. An email will be sent to all registered attendees three days prior with links to download or print the workshop material. By registering for this workshop, you are consenting to be recorded and agree to the Hawaii Credit Union League’s code of conduct.
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
Cancellation and refund policy
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to [email protected]. Hawaii Credit Union League reserves the right to cancel this workshop in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to [email protected]. Hawaii Credit Union League reserves the right to cancel this workshop in the event of insufficient participation or for extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor, or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
SPEAKER
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Jennifer Sims is Vice President of Learning and Development at Hawaii State FCU. She has been in the financial services industry for over 30 years. Her experience covers both frontline branch, back office operations, and training & development. Her responsibilities at Hawaii State FCU include overseeing the planning, development and implementation of training and education, career development, and financial wellness initiatives throughout the credit union. Jennifer is a certified credit union development educator (CUDE) from the National Credit Union Foundation and a certified credit union financial counselor (CCUFC) from CUNA. She is also past president of Financial Education Alliance of Hawaii and has served on the board and instructor since 2002.
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