Develop confidence as a universal employee

Has your credit union world turned upside down because you now find yourself face-to-face with members in the middle of the lobby? Do you feel lost and challenged to have a professional interaction with your members without the comfort of your desk as a barrier?

Good news: You’re not alone.

Credit unions all over the country are moving to open-floor concepts that promote greater interaction through universal employees who handle a greater variety of member requests.

To provide members value with this approach, you must be comfortable and confident in this new setting. Keeping four essentials in mind will provide you the tools and know-how to create an exceptional member experience that builds long-term, trusting relationships with our members.

The four essentials are:

1. Become an expert in the most common situations that come your way.

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