Elite Access: Differentiating Member Service with Coaching

When:  Mar 16, 2021 from 12:00 PM to 1:00 PM (CT)

This event is FREE for CUES Unlimited and Unlimited+ Members

Tuesday,  March 16, 2021
12:00-1:00 p.m. Central Time

Presenter: Liz Garster, VP/ Strategy & Client Services, TwoScore

If you've ever hired any kind of coach, you know they help their clients set and achieve goals, work through obstacles, and make major life shifts. As dedicated as credit unions are to helping members succeed financially, they're perfectly positioned to incorporate the elements of coaching into member service interactions. This session delves into how your credit union can differentiate its service experience through popular coaching techniques and rise above the competition!

Key Takeaways:

  • Learn more about how member service has evolved from transactional, to experiential, to now being relationship-driven (and how adding coaching techniques to your service can differentiate you from competitors). 
  • Learn popular coaching techniques to help members master the art of habit change with their finances. 
  • Leave with a framework for leading a financial coaching session and handouts.

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