The ultimate member loyalty test. What percentage of each member’s wallet is with your credit union? Maximizing existing relationships from the moment they open an account and beyond is more critical than ever. Everything from on-boarding programs for new members, to outbound calling campaigns, to the daily service experience matters. A lot. Julie will share with you examples from around the country on how credit unions are moving that needle toward an increase in share of wallet.
Speaker: Julie Ferguson is the owner of JRF Consulting Services, LLC and has been in the credit union movement for over 18 years. Sixteen years of her career were spent at First Tech Federal Credit Union. Her career began as a part-time Teller and took her on a journey that made stops as a Loan Officer, Branch Manager, Director of Operations, and Business Development Director. While at First Tech she developed strong relationships with SEG’s such as Microsoft, Amazon.com and Google. When First Tech became Microsoft’s credit union she and her staff grew the relationship from 0 – 15,000 members in 7 years.
Lending Council members receive a 10% discount
Over $75 million - $109 per telephone connection
$7-$75 million - $89 per telephone connection
Under $7 million - $59 per telephone connection
An audio archive is available at no additional charge and can be accessed for 60 days after the live session. Instructions on accessing the archive will be sent with your connecting instructions and confirmation.
Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M.
Sorry, no cancellations are allowed after connecting instructions and handout materials have been sent to registrants. Substitutions are welcomed and encouraged.