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Credit Unions Handling Different Types of Members

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Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the various ways in which s/he will interact with the credit union’s members on a daily basis. The course will familiarize the learner with the different types of members that s/he will come into contact with while working at the credit union. After completing this course, the learner will understand:

  • What the CLEAR system is and how it should be used to best serve all members.
  • How to identify and handle problem members and problem situations.
  • How to best help senior members and members with special needs.

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$60.00

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T2. Problem Members: This topic will describe best methods for handling angry and upset members, and will discuss how to follow member-protection policies while also developing member relationships. T3. Problem Situations for CU: This topic will present how best to handle a wide variety of situations which may be considered problem situations, and will discuss communicating, using good feedback skills and a friendly tone, and more. T4. Credit Union Issues: This topic will discuss the different issues that might arise at the credit union, including how to verify and correct these mistakes and any resulting consequences. T5. Senior Members: This topic will discuss the appropriate methods for interacting with senior members. T6. Members with Special Needs: This topic will discuss how best to give customers with special needs an ongoing, pleasant experience, and will describe, specifically, how to handle customers with vision, hearing, physical, and speech impairments.

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Credit Unions Handling Different Types of Members

Credit Unions Handling Different Types of Members

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the various ways in which s/he will interact with the credit union’s members on a daily basis. The course will familiarize the learner with the different types of members that s/he will come into contact with while working at the credit union. After completing this course, the learner will understand:

  • What the CLEAR system is and how it should be used to best serve all members.
  • How to identify and handle problem members and problem situations.
  • How to best help senior members and members with special needs.