Thank you for sharing!

Your article was successfully shared with the contacts you provided.

NAPLES, Fla. – Loan transactions can be a catalyst for developing member relationships, but this can’t happen without a CU implementing a plan that often requires a change in employees’ habits and a CU’s sales culture, Gloria Green, a CUNA Mutual Group marketing specialist told attendees at a breakout session during CUNA’s Lending Council Conference. In her session, “Want a Relationship? Turning a Loan Transaction into a Relationship: Understanding and Acting on Needs,” Green said, “Developing member relationships isn’t just about giving them what they ask for, it’s providing them with what they need.We have an ability to listen and understand members’ needs. But it takes a clear vision, not just directions, for a credit union to get there.” Green said fulfilling members’ expectations to be understood, to feel important and to be right, goes a long way toward turning the loan transaction into a long-term relationship. -

Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.