text: Why your credit union sales program may be lacking results - CUInsight
  June 7, 2019 by Michael Patterson, CU Times
  Employees must be thoroughly educated on their credit union's products and services, including product features and benefits, and how each impacts the member's financial well-being. Provide incentives for employees to use the credit union's products themselves. Product knowledge is not just about being able to state the product's minimum balance, fees and perks. Employees must be able to align the member to the appropriate product to fit their financial needs. A good training exercise would be to offer a scenario where a member has a specific financial need, and have the employee describe which product would be the best fit along with the reason(s) why.