TURN EVERY MEMBER INTERACTION INTO AN OPPORTUNITY.
Every transaction is an opportunity to strengthen a relationship. The key is recognizing what members need, even when they don’t directly ask for it.
At Lending Solutions Consulting, Inc., we help credit unions develop confident, proactive frontline employees who recognize opportunities, ask meaningful questions, and connect members with financial solutions.
Our customized onsite training teaches tellers and member-facing employees how to move beyond processing transactions and become valuable contributors to loan growth, member engagement, and the credit union’s bottom line.
Recognizing Cross-Sell Opportunities – Identify everyday transactions, account activity, and member conversations that signal potential financial needs.
Asking the Right Questions – Use natural, conversational questions to uncover opportunities without making members feel pressured.
Using Member Profile Screens Effectively – Recognize account patterns, existing relationships, and potential opportunities for additional products and services.
Identifying Member Trigger Words – Listen for life events, financial challenges, and comments that open the door to meaningful conversations.
Building Confidence in Referrals – Help tellers recognize when to introduce a lending opportunity and how to make an effective referral.
Creating Effective Department Handoffs – Strengthen communication between frontline employees, loan officers, and other departments to ensure opportunities aren’t lost.
Overcoming the Fear of Selling – Teach employees how to recommend solutions naturally, without sounding like a salesperson.
Turning Service into Loan Growth – Make every member interaction count by connecting exceptional service with measurable results.
Build a frontline team that doesn’t just complete transactions but recognizes opportunities, strengthens member relationships, generates quality referrals, and contributes to the credit union’s growth.
Better Conversations. Stronger Referrals. More Opportunities to Lend.
For more information or to discuss your individual credit union needs contact us at sales@rexcuadvice.com
Perfect for larger credit unions, this option saves the credit union thousands of dollars in per person tuition and travel expenses. Plus the added benefit that everyone is trained at the same time. Training topic and agendas can also be customized to meet the needs of the credit union.