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The Swashbuckler Award

The Swashbuckler Award. Intrinsically motivating your Credit Union team to drive loan growth. Our Sales Culture. Kick-off Meeting Raving Fans Ongoing Coaching Teamwork and Celebration. Results. Member Reaction. “My husband and I want to make a special note of thanks to Joey.

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The Swashbuckler Award

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  1. The Swashbuckler Award Intrinsically motivating your Credit Union team to drive loan growth.

  2. Our Sales Culture • Kick-off Meeting • Raving Fans • Ongoing Coaching • Teamwork and Celebration

  3. Results

  4. Member Reaction “My husband and I want to make a special note of thanks to Joey. She went above and beyond to assist us in our recent home equity and car loans. Her common sense and knowledgeable approach made for a very smooth process and the outcome will be a real positive benefit for our family.”

  5. Member Reaction “I just wanted to take this opportunity to tell you what a wonderful employee you have in Kent. Kent helped me with a loan and was just a pleasure to work with. He was very professional and did a wonderful job explaining not only about loans, but gave me valuable tips on credit. Kent is everything that the Mayo principles stand for. It will be a pleasure working with him again in the future.”

  6. Member Reaction “I just wanted to put a good word in for your employee, Kent. He has been so helpful with refinancing my car and ATV loan so that I could make it work to take out a loan to start planning my wedding! He came up with ideas to save us money and has been so available, kind and helpful. This is the best service I have ever received! These days excellent customer service with a personal touch is very hard to come by. Give Kent a pat on the back for his excellent service!”

  7. Why is it working? • Member-Centric. • Fits the culture. • Staff buy-in and multiple level participation.

  8. #1 Raving Fans for Sales Culture Success “Best Practices for Driving Employee Brand Advocacy”, May 2008.

  9. RFQ

  10. “A Closer Look at Customer Loyalty”, August 2008.

  11. How do you get your tellers to cross sell?

  12. Managers • Professional Development Program • Internal List Serve • Long Term and Ongoing • Feedback • Delegation • One on Ones • Coaching • Etc…

  13. The Future of Swashbuckler • Increase the focus on the financial health of the member. • Lighten bills during tough economic times. • Help create savings for members who would not normally do so.

  14. Questions?

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