X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

PORTLAND, Ore. — Postal Credit Union is the first to sign on with CU Business Group and Experion Systems to implement the Member Business Advisor, an online tool that allows credit union staff to ask the “correct” questions during an interview with their business members.

Introduced earlier this year, MBA facilitates the discussion that identifies the best package of loan, deposit and other products for business members, according to CU Business Group and Experion. The system features a “save-a-session” capability so staff or members can refer back to previous interview results, the ability to upload financial statements, tax returns, and other data for electronic transmission, along with the application and a built in “tickler” system that will e-mail follow-up reminders to staff.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.

Already have an account?

 

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
Live Chat

Copyright © 2022 ALM Media Properties, LLC. All Rights Reserved.