MADISON, Wis. (7/25/08)--Several new time-saving training titles for credit union staff and volunteers were recently introduced by the Credit Union National Association. The CU Compliance: Truth in Savings Seminar in a Box
teaches staff about the required disclosures at each stage in the life of deposit accounts. It covers disclosures prior to opening an account, at account opening, on periodic statements, when a change in account terms or maturity occurs, and when marketing those accounts. The Credit Union Seminars in a Box for Staff
series was developed as a time-saving tool for planning and executing employee training sessions. Each reusable kit contains credit union-specific training content, including facilitator guides, master copies of participant handouts, session materials on CD-ROM, a step-by-step speaker checklist, training tips, and more. Additionally, six new CUNA Training on Demand titles were introduced to educate staff and volunteers about some of their most critical issues. Each downloadable package consists of a 30-45 minute video-like training presentation, printable workbooks, and five online exams for optional testing. The portable presentations can be saved to a computer, CD, or USB drive and used a number of times. The newest titles for staff and managers include:
* Bank Secrecy Act for Front-Line Staff--overviews BSA, including specific actions and documentations that front-line staff must complete to comply with regulations; and * CU Sales: Inquiring and Listening--teaches listening skills and how to ask the right kinds of questions to better serve members and to recommend the right products and services to meet their needs.
New titles for volunteers are:
* Assessing the CEO--explains the board’s responsibilities in the CEO performance management process and provides tips to enhance the process; * The Directors' Role When Complaints are Filed Against Senior Management--shows what to do when a complaint is filed against management and how to prepare for this possibility before there are problems; * Credit Union Growth Strategies--details strategies credit unions have implemented for growing assets, loans and members, and offers tips to ensure everyone is working toward the same goal; * So, You Have a Community Charter … Now What?--explores the fundamental steps to keep focused on new charter objectives, including communicating to various audiences, and marketing, sponsorships, and other resources.