“What a difference a year makes! In 2011 our March loan production from the branches was $6,023,190. If you only look at the loans actually produced in the branches last month, not including any CUDC approvals or indirect loans, [in March 2012] we produced an amazing $14,726,902.29! That’s more than double what we did last year! I am so impressed and proud of our branch team! The MSR closed loans referrals are starting to be tallied and I’ve NEVER seen so many before! What fantastic teamwork!”
Evon Foster, COO, Public Service Credit Union
Join us for upcoming events led by Celeste Cook, credit union industry expert, strategist and founder/CEO of cuStrategies.
Register for programs, seminars and schools led by Celeste Cook, a credit union strategist and founder/CEO of cuStrategies.
View cuStrategies training led by Celeste Cook. All training can be modified for motivational, keynote, and breakout session.
TELLER LOAN RECAPTURE STRATEGY
cuStrategies will help you map out a strategy for success to help achieve your strategic goals for increased GROWTH AND PROFITABILITY.
In a recent cuStrategies training program, MSRs (tellers) were taught how to ask existing members the “RIGHT QUESTION” to capture loans from members whose autos were financed at another financial institution. Here are the astounding results:
- 45 auto refinance loans from another financial institution recaptured in one week
- 3 auto refinance loan opportunities from another financial institution captured in less than 30 minutes
- 1 auto refinance loan captured in less than one minute through drive thru the first time the question was asked by the drive-thru teller whereby the member immediately came into the branch and closed their auto refinance loan!
You can experience the same success through Celeste Cook’s programs and strategies. Read more about upcoming training programs, and how programs and speaking sessions can be tailored to your organization’s specific needs.
MEET CELESTE COOK
Celeste Cook is the founder and President/CEO of cuStrategies, LLC, which provides strategic planning services, consulting services, and training programs to the credit union industry. Offering her credit union expertise, experience, and proven strategies as well as her positive energy and passion for service, Celeste is a sought after motivational and keynote speaker for credit union leagues as well as national credit union associations.