Personal Account Representative Designation Program

Through facilitated regional workshops, attendees will explore all components of personal member relationship development including in-depth member interviewing, new members in the first 90-days, member relationship management to drive repurchase and referral and more. Or, bring our experts onsite to your credit union to work exclusively with your operations team!

Participants will learn to:

• Develop a personal relationship management plan to retain current members and gain new members through referrals.
• Conduct an effective initial interview to assess a member's current future financial needs.
• Follow-up to gain trust and additional account relationships
• Gain member commitment and reduce attrition by following a three-step closing process at the end of every member session.
• Complete an on-boarding process with new members.
• Organize a book of member business.
• Ask for membership referrals to grow the membership organically.
• Pass a member relationship development course assessment to obtain PAR designation.

Our experts will work closely with course participants to develop a credit union-wide plan for personal member relationship development. Plus, each participant will receive a relationship planning tool and an interview guide to help them organize and maximize their member contacts.

For more information on this program, send an e-mail to info@michaelneill.com.