What’s your ‘opening line’?

Focus on telling prospective members how your CU works for them.

In my travels throughout the U.S., I make it a habit to routinely stop into both banks and credit unions to see how their service and sales stack up.

I visit under the guise that I’ve moved to the area and want to learn more about their financial services. Nine times out of 10, the representatives’ “opening line” consists of pulling out a brochure that outlines all of their products and services and then regaling me with the wonderfulness of everything they offer. Yawn.

Recently, I went to a local bank in Houston expecting the same response. But the representative took a completely different approach, catching me completely off-guard.

When she asked why I stopped into their bank, I explained I didn’t like the big bank mentality and preferred to support local businesses—including my bank.

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