The 5-week virtual onboarding program is designed to equip newer business development employees with essential skills and knowledge for relationship-building, promoting financial well-being, and understanding the foundational principles of business development in the credit union movement. This program targets both SEG-focused employees and those responsible for community collaborations.
- Confidently represent the credit union by building trust and rapport in SEG and community engagements.
- Articulate the credit union’s unique value proposition with clarity and adaptability.
- Transform challenges into opportunities by applying innovative problem-solving techniques tailored to partner needs.
- Foster long-term, mutually beneficial relationships with SEG and community partners.
- Strengthen cross-departmental collaboration to drive shared goals and measurable impact.
THIS ONBOARDING PROGRAM IS DESIGNED FOR:
- Who you are:
- Business Development
- Community Development
- Financial Well-Being Leader
- Branch Manager
- Influencers of Impact
TIME COMMITMENT:
Each session begins at 8:30 AM PST with 60 minutes of interactive instruction, plus up to 1 hour of self-paced exercises between sessions. If you miss a session, one individual 1:1 make-up can be arranged.