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DEEPENING AND WIDENING MEMBER RELATIONSHIPS

Solutions for Today’s Credit Union Professionals

Omega Performance’s Credit Union Solutions are based on over 30 years of experience in the financial services industry and our partnerships with credit unions of all sizes around the globe. Our consulting, performance improvement, and management practices address the unique challenges credit unions face in today’s competitive financial services landscape.

Management

Business Need

Omega Performance’s Management Solutions for Credit Unions give managers the critical planning, listening, and questioning skills they need to reinforce the skills their people learn and ensure consistent application in the real world of servicing members.

Managers learn to:

  • Motivate staff to achieve sales, service, and lending goals
  • Observe member interactions and plan effective coaching sessions that focus on observed behaviors
  • Build on employees’ strengths to develop productive, measurable action plans
  • Track and measure activities and results

Management Solutions


Sales and Service

Business Need

Omega Performance’s Sales and Service Solutions for Credit Unions develop vital relationship building, communication, and product mastery skills—all aimed at raising service levels and increasing member satisfaction.

Sales and service providers learn to:

  • Deliver a superior customer experience with every member interaction
  • Conduct benefits-oriented conversations that establish credibility, build trust, and lead to further opportunities to build the member relationship
  • Question at multiple levels, listen, and negotiate more effectively with members
  • Employ effective communication techniques with one another and members

Sales and Service Solutions