Loan and Investment Strategies in Action
Who Should Attend
It’s time to step into the role of a Financial Service Representative! This four-section eLearning module is based on member case files that an FSR would encounter each day. It will put you in front of the member, virtually, and allow you to explore the situation at your own pace. You will be required to draw on your existing knowledge of credit union loan and investment products and your relationship building skills.
- Are you able to find the hidden product needs?
- Are you able to ask the correct questions to assist in a multi-purpose mortgage scenario?
- Can you spot the opportunity for a possible product match with a more advanced investment option such as mutual funds?
- When that new member is opening their first account, are you able to ask the correct questions and position your credit union as the financial institution of choice for all their product and service needs?
Work your way through each of the four case...(See More)