Unconventional Branch Designs, Building a Sales and Service Culture the Focus of Two New White Papers

CUNA Councils
March 31, 2008 | COMMENTS

A typical approaches to designing a credit union branch and strategies for building a sales and service culture are the topics of two new white papers from the CUNA Councils.

“Rethinking Branch Design: Strategies for Non-Traditional Approaches to Branch Design and Operations” from the CUNA Operations, Sales, and Service Council offers a fresh look into how and why credit unions are developing experimental approaches to designing their “right” branch. The paper identifies trends and marketplace pressures that have led to new approaches. It also explores a variety of reasons that credit unions have created non-traditional designs – to improve member relations, to create a service culture, to improve operating efficiency, or to meet other strategic objectives – and offers case studies and photographs.

“Building a Sales and Service Culture,” sponsored by the CUNA Marketing and Business Development Council, identifies different approaches and considerations to implementing a sales and service environment. The paper addresses staffing, incentive plans, operations support, technology, and measuring success. It also offers advice from six different credit unions on their unique approaches.

CUNA Council members are entitled to complimentary copies of these white papers; non-members may purchase the white papers for a price of $50 per copy.

The papers are available online in the white paper section of each council site - select the “OpSS” tab for the branch design paper or the “Marketing & BizDev” tab for the sales and service culture paper.