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Why Train Staff as Financial Counselors?

When all staff can recognize members’ financial challenges and make timely recommendations, you can improve your members’ financial lives and your credit union’s bottom line.


The traditional financial counselor model is no longer enough. If your credit union wants to remain competitive—and truly help your members to lead a life of financial freedom—you need to spread the knowledge deeper throughout your team. Think about everyone on your staff who interacts directly with your membership. How many of them have financial counseling specific skills and training? Your credit union needs to leverage every member interaction.

View our webinar and learn how:

  • Having more trained financial counselors will allow your credit union to "do well by doing good"

  • Your team can prevent financial catastrophes by catching distress early and preventing losses to borrowers, creating a win-win for you and your members

  • Having more trained financial counselors on staff will increase loyalty, NPS scores, and other measurable impacts (within the balance sheet and beyond)

  • To find an affordable and flexible solution so your credit union will see benefits immediately

  • Watch the webinar now to learn the ways that financial counseling training can benefit your credit union and members, and what to look for in training that fits the needs of your front-line staff.

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To view our 35-minute webinar and learn 4 Reasons to Train Front Line Staff as Financial Counselors, please provide a bit of info about yourself:

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