new representative introduction plan- c u n a mutual group（new plan - introduction representative c u n a mutual group）.doc

New Advisor Introduction Plan The following document serves as a campaign-specific guideline for the introduction of a new Financial Services advisor to their credit union and its member community. Introduction Most credit unions incorporate a financial advisory program to their list of offerings looking to capture a larger share of deposits, enhance client service, and maintain member loyalty. The addition of an experienced and enthusiastic advisor can directly benefit the momentum of these directives. When promoting your Financial Services Program, a strong line-up of brand identification, consumer education, and community involvement, can result in positive positioning, as well a potential increase in membership and overall assets. Effective, positive campaign materials, in combination with internal and external public relations in support of your financial advisory services, are recommended. Internal Promotions Before the execution of any campaign, the new advisor must “brand internally.” Clearly show support of your new representative, and the mission of your credit union’s Financial Services Program, from Senior Management. Management “introductions” of a new advisor should include internal communications as well as personal introductions to the front line staff. CSR/Teller Engagement Your Customer Service Representatives are your window to the member. Engaging them in the mission of the credit union’s Financial Services Program, and the benefits this program brings to members, is key to the success of your program. Conduct an internal training session for your front line. This will not only provide an opportunity for the new advisor to build a relationship with your staff, it will empower them in identifying and making qualified referrals. Secure a window of inclusion in the new teller training process. This will engage the new staff member at the onset, and create an awareness, and energy, regarding your advisory program. Inclu