Member Experiences

When the entire credit union staff is committed to member needs and goals, superior service becomes second nature. CUNA Brokerage Services' (CBSI) 360 Degree Training and Talent Management program is a comprehensive and continuous approach to staff development, offered through our Center for Advisor ExcellenceTM.

CBSI offers opportunities for advisors and staff to expand their skill sets through training programs, online tutorials, specialized academies, conferences and much more.

Drawing from 30 years of working side by side with credit unions, CBSI has also designed a unique advisor-hiring model to determine the best talent to fit within your credit union environment. CBSI places a significant emphasis on training advisors, not just on the technicalities of being an advisor, but the importance of client service and member relationships.

Our training produces tangible results. Advisor graduates of CUNA Brokerage Services' Honor Academy have experienced an average 26% increase in production over their baseline year*.

Let's discuss how your credit union can improve staff performance and member experiences with CBSI training programs.

* CBSI Sales Manager Summary Report, Honors Academy, August 2015