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Expand/collapse block 2017 Financial Service Representative Virtual Conference - Bundle Purchase

2017 Financial Service Representative Virtual Conference - Bundle Purchase

CUSOURCE / 7. Virtual Conferences/Webinars / 7.01 Financial Service Representative Virtual Conference

Course Code

EMP-LVF-FSRVC17-ONC

Fee

$395.00

Status

Closed

Registration

June 6 2017 8:30 am to October 5 2017 10:00 pm

Session Dates

October 17 2017, 1:00 pm to October 24 2017, 1:15 pm

Cancellation Deadline

October 5 2017 10:00 pm

Location

ONLINE

Who Should Attend

Employees

Event Description

Financial Services Representatives (FSRs) hold a unique position within the credit union system as trusted advisors for a variety of products and services, ranging from loan to investment to transactional. FSRs must understand and connect with members on a wide variety of topics and must stay up to date on the many changes. 2017 marks the first year we’re addressing those specific FSR challenges head on with subject matter experts who have the depth of knowledge and experience to make the FSRs learning experience as impactful as it can be. Together, we’ll explore the importance of outbound sales calling and share ways to ensure you find your calling confidence. We’ll look at the opportunities and challenges that are presented during member appointments. Then we’ll flip our focus to risk. We’ll explore the external environment and determine how to assist members reach their financial goals by managing line of credit (LOC) risks. Join us for this...

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