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PROGRAM DESCRIPTION

Cross Selling Your Deposit Services

Cross-selling is critical in today's business environment to increase wallet share, improve retention, and increase profit base. As many credit unions know, there is much research on the stickiness of a member with multiple products with the credit union. 

In this webinar Dr. Brandi Stankovic will discuss the following questions:

  • How do we increase deposits to offset attrition?
  • How do we maximize our existing memberships?
  • How do we manage our accounts in an environment of fee regulations and controls?

Who should attend?
This program is important for all credit union professionals whose staff provides member service and sales, especially in the following departments:

  • Consumer Lending
  • Real Estate Lending
  • Member Service
  • New Accounts
  • Teller
  • Call Center
  • Card Services
  • Marketing

Meet the presenter, Dr. Brandi Stankovic:
Dr. Brandi Stankovic is an organizational change expert and motivational speaker with a creative, people-centric, and results-driven approach to problem solving and planning. She has more than 15 years of experience in providing solutions for clients, including award-winning education, strategic planning, leadership transition and human capital management.

Brandi is a senior partner of Mitchell Stankovic and Associates (MSA), a global strategic consulting firm. Brandi spends her time consulting with CEOs and their teams, writing books and articles related to leadership and organizational health, and speaking to audiences from across the globe. Prior to MSA, Brandi worked as the Vice President of Marketing and Administration for Ventura County Credit Union and the Director of Education at Harland, Fortune 500 Company serving financial institutions.

Brandi is the Young Leaders vice chair for CMN Hospitals Credit Unions for Kids, the HRD Network Board consultant, World Council of Credit Union’s Global Women Leadership Network sister society advisor USA, volunteer manager at Aid for AIDS Nevada, and a Development Educator CUDE and I-CUDE.

Brandi is also a professor of business at the College of Southern Nevada and is certified in teaching English as a foreign language. She received her Bachelors in Finance and Economics at UNR, Masters of Business Administration from USD and Doctorate in Organizational Leadership from Pepperdine University.

   
Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Cross Selling Your Deposit Services
 
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