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:
Employees recently stepping into business development roles, branch managers expanding into community and SEG relationships, and employees looking to grow into a BD role, with an emphasis on professional development.
TIME COMMITMENT:
9AM PST. Each session includes 60 minutes of instruction, with up to 1 hour of self-paced exercises between sessions. Must be present to participate, sessions will not be recorded.