eTrain Anytime Archives Purchasing Request

You are registering for an audio/visual presentation archived for your convenience.

Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted. Your archive will be sent to the email address provided within 5 business days from the date it was ordered. Your program's link and handout will be included in your confirmation letter. You will have unlimited viewing access for 60 days after you receive the archive link



This session will explore a multitude of “relationship building” opportunities to better help your members with their financial needs.  From exploring credit reports to creative marketing programs to opening up the conversation with each member you touch, we’ll give you the tools you need to mine deeper and more proficiently for your members’ business.  Better yet, we’ll give you several sample management devices you can use to “coach” your team members to success.

  • Numerous Marketing Ideas
  • Sample Products & Services Quiz and Sales & Service Metrics
  • Plus Sample Management Expectations, Guidelines and Performance Objectives


Frontline and other staff who have direct member contact, especially in these departments:

  • New accounts
  • Teller
  • Member service
  • Call center
  • Branch management
  • Lending
  • Business development
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: Making the Most Out of Your First Encounter with a New Member
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