Get Some Assistance
Consulting
Most CEOs are pretty smart, that’s how they became the CEO. Generally, the smarter we become the more we realize how much we don’t know. The partners at Tactics have a lot of credit union experience. We have had some really great ideas over the years. Some have worked very well. Others turned out to be big mistakes from which we learned valuable lessons. Of course, we don’t have all the answers, but collaborating with us often leads to some pretty good ideas.
We can help with the things you don’t have time for, research and preparation for example, so you can make the best decision possible.
We’ve assisted with:
- Mergers
- Branding
- NCUA Applications
- Insurance Reviews
- Policy Reviews
- Projects
- Sales Training
- Bonus/Incentive Plans
- Employee Assessments
- Strategic Planning
- Marketing Planning
- Goal Monitoring
- Scorekeeping
- Budgeting
Training
It’s one thing to advertise. It’s another to close the sale. Credit Unions traditionally hire service oriented employees and have resisted emphasizing a sales culture. With the current competition in the financial industry, that notion must change. Converting to a sales culture requires hiring, paying comparable wages and training good sales people. This may sound both expensive and time consuming but the benefits and results will be well worth the investment. And the good news is you may already have some gems in your current staff. We offer an employee assessment and training program that can identify these sindividuals and train them to hone their sales skills to meet this need.
We can help you with:
Employee Assessment – Identify employees with sales skills.
Sales Training – Give your key sales people the sales skills they need.
Bonus/Incentive Programs – To keep the best sales people you’ll have to pay them. Based on your goals we can set this up and follow up.