Stay on Top of the Game

When you choose to be in charge of a credit union, you are providing consumers with another option for all of their lending needs. People often turn to the credit union when other lenders have turned them away. In addition, a credit union often provides customers with more options. They have a strong sense of security when they choose your location for all of their financial concerns. To make sure you are giving consumers your best, take a look at where you can offer improvements.

Review Your Staff
Your employees can make or break your credit union. It’s not simply a matter of competence, although mistakes in banking can have major repercussions. Your staff members need to have positive interactions with your customers. Be sure to choose employees who are outgoing and enjoy talking to people. You want consumers to walk away with a smile. If you have any employees who are not meeting your expectations, provide them with an opportunity to improve and constructive tips. For those who excel, reward them.

Think About Your Atmosphere
When consumers walk into your establishment, they should feel welcome. If your d�cor, color scheme, and seating is not up to par, it’s time to make improvements. Make your credit union a place that people are happy to be and they will come back. You may even find them bringing in referrals, making your business grow.

Consider statement outsourcing
When you take advantage of the services of a company like, you can outsource all of your essential statements and documentation. Let the experts manage your 1099s, statements, loan coupons, and any other documents. Have access to all of your critical information in both paper and electronic formats. You’ll be better organized when you rely on a company that you can trust.

Plan Customer Appreciation Days
When you show your appreciation for your customers, you will be rewarded. They keep you in business. You can take the time to give back to consumers. Something as simple as a day with free refreshments or giveaways can really build a connection with your customers. You will have loyalty and a sense of satisfaction as you enjoy the positive reactions of patrons. Your employees will enjoy themselves as well. It is always good to give back, remembering that one good turn deserves another.