Credit Union 101 is a dynamic, full-day education program designed to provide an insightful overview of the key elements that make credit unions unique. This engaging course equips attendees with a deeper understanding of the cooperative model, its similarities to traditional banks, and what it means to be part of a financial services cooperative. By offering a comprehensive foundation, Credit Union 101 helps new staff members onboard effectively and enhances the skills of all employees, enabling them to better serve your members.

While initially crafted with tellers, member service representatives, frontline employees, and back-office staff in mind, Credit Union 101 also delivers immense value to managers and long-time credit union professionals. It offers a fresh perspective on the core principles that underpin the credit union movement, fostering a renewed commitment to serving members.

What You'll Learn: Topics Covered

Credit Union History and Terminology

Discover the origins of credit unions and what sets them apart from traditional financial institutions.

Credit Union Structure and the CU Difference

Gain insights into the cooperative model and the unique benefits it offers members.

Professional Standards and Member Communication

Master the art of building trust and rapport with members through professional, empathetic service.

Security and Confidentiality

Learn critical best practices for handling cash, mitigating risks, and safeguarding member information.

Cross-Selling and Sales Vocabulary

Develop a confident approach to identifying member needs and recommending solutions.

Negotiable Instruments and Account Types

Understand the nuances of personal, trust, and business accounts, as well as negotiable instruments.

Compliance Essentials

Navigate the complexities of regulations like BSA, Truth-in-Savings, Reg B, Reg CC, and Reg E.

All About the League

Learn more about the benefits and resources available from the League and its League Services Corporation.

The League office is located on the 1st floor. Lunch will be provided.