EVENT: Interpreting Credit Reports for Sales Opportunities (Session Code: 401)
This program will detail how to read and act on credit reports for sales opportunities.

Your front-line and business development staff will learn:

~ How, at account opening and periodic review, a great amount of new business can be discovered in the relationships your members have with other financial institutions. Staff will learn how to recognize this new business, transfer the business to your CU and expand your members' deposit-based relationships with your credit union. Staff will recognize opportunities and make successful sales recommendations in less time.

~ How to listen for, or see upon account review, opportunities to capture loans that members hold with other financial institutions. Chances are that your CU offers better terms, creating more cash flow in your members' lives.



Illinois Pricing:
Regular: $ 99.00

Out of State Pricing:
Regular: $ 119.00

Contact: Drew Kayvani (Illinois Credit Union League)
Phone: 630-983-3418
Fax: 630-983-3212
Email: drew.kayvani@ilcusys.org

Speaker: Jeff Rendel
Speaker Bio:
 Jeff Rendel, CSP, is President of Rising Above Enterprises. He works with financial services providers that want deeper market penetration, committed customers and engaged, committed workforces. As a former federal regulator with the U.S. Treasury’s Office of the Comptroller of the Currency, Jeff examined a wide array of the nation’s banks – small, medium and large. He has also been a Congressional lobbyist for financial institutions on the West Coast and brings a wealth of education, knowledge and experience to the platform!

Location(s):

Location 1:
Telephone - January 07, 2010: 10:00 am CST
Duration: 11:00 am CST

Online registration for this event has ended.