Training Programs
Leadership Development
- Leadership Academy (customized curriculum)
- Executive Coaching and Development
- Coaching for Performance
- Leading Through Change
- Emotional Intelligence in Leadership
- Succession Planning and Talent Development
- Creating a Motivational Environment for Maximum Performance
HR Strategy & Compliance
• BSA/Patriot Act Training
• Member Risk & Red Flags
• Interviewing & Hiring Best Practices
• Performance Management & Feedback
• Compensation Strategy & Compliance
• HR Policy Development
- Progressive Discipline and Termination
Service Excellence
• Encore: Credit Union Sales & Service Training
• Creating a Member-Centric Culture
• Cross-Selling with Integrity
• Frontline Sales Coaching
• Building Member Loyalty
• Incentive Program Design & Implementation
- Dealing with Difficult Situations/Members
Personal and Professional Development
• Communication Skills for Credit Union Teams
• Conflict Resolution
• Time Management & Prioritization
• Personal Branding & Professional Presence
• Workplace Motivation & Mindset
- Managing Change
- DiSC Personality Assessment (certified facilitator)
Organizational Development
• Developing an Internal Training Department
• New Employee Onboarding Programs
• Train-the-Trainer Workshops
• Building a Learning Culture
- Team Building
Optimizing Branch Operations
We worked closely with a local credit union to streamline their branch operations. By analyzing their existing processes and implementing strategic improvements, we reduced operational inefficiencies, increased member satisfaction, and enhanced overall service delivery. Our approach included staff training, process realignment, and the introduction of cutting-edge technology tools.
Implementing Member Loyalty Program
Strategic Growth Workshop