ICUL Service Corporation
 
 
January 2013
 
 

 

Educational Opportunities 

The Making the Transition to Supervisor telecourse on January 17 (Session Code: 407) will ramp up your leadership skills and address critical supervisory issues necessary to becoming an extraordinary supervisor, including how to: 

  • Acknowledge Your New Role – Embrace the challenge of moving from team member to supervisor. Learn the value of boundaries. Doing so will help you find balance between your need for approval and the larger need for meeting team and company goals. 
  • Plan and Prioritize – Realize that your primary job is to make sure that everything that needs to get done gets done. Planning and prioritizing departmental tasks, and assigning the right tasks to the right people, is the key to everyone’s success. 
  • Be Accessible – Take the time to walk around your department so you can see and hear what is going on. It’s a great way to find and take advantage of "coachable moments". Establish routine coaching appointments with your staff to create consistent, timely accessibility. 
  • Encourage Teamwork – Foster input from team members and demonstrate how the success of one benefits the entire team and positively impacts the entire organization. 
  • Communicate Upward and Downward – Let your team in on the reasons behind decisions, then listen and share their input and concerns. This will ensure a happier, more productive workplace for all. 
  • Delegate – Delegating not only helps you manage your workload, it helps team members develop important skills and become more self-supervising. Provide encouragement and follow-up, so team members know they have the support and resources they need. 
  • Discipline Effectively – Set clear expectations. When it comes to performance concerns, be specific with team members. Let them see how their actions impact the team and the organization.

The Robbery Prevention Checklist QuickBites on January 23 (Session Code: 408)
is designed to help you: 

  • Conduct an initial and continuing robbery risk assessment;
  • Identify policies and procedures that should be retained, modified or eliminated;
  • Determine if your robbery training program is appropriate and effective; and
  • Make recommendations that will likely enhance employee and member safety.

Learn how to "case" your credit union. We'll work with the same variables (vulnerabilities) that a robber tries to exploit, including issues affecting the credit unions: 

  • Employees, insiders and institution-affiliated parties -- and their families;
  • Customers, vendors and third-party service providers -- and other persons lawfully on the premises;
  • Facilities that the institution owns, manages, maintains or controls;
  • Assets that are both tangible and intangible; and
  • Records and documents that exist in all paper and electronic forms.

Credit unions of all sizes recognize the benefits that the online and mobile banking channels offer – a lower cost to serve, increased member loyalty and satisfaction, retention and a higher return on investment. But for many, breaking through the online and mobile banking adoption glass ceiling has been proven difficult. The Online & Mobile Banking Successful Member Penetration Techniques QuickBites on January 29 (Session Code: 410) will cover some of the reasons that consumers are holding back and how credit unions can effectively address these concerns. With well-designed strategies and techniques, credit unions can extend the benefits of banking via the online and mobile channels to the broadest possible range of members.

Most, if not all, CUs today are looking for additional lending opportunities to increase revenue.  During the Identifying Loan Opportunities QuickBites on January 31 (Session Code: 411) we’ll take a look at: 

  • Why your loan volume is below expectations;
  • How to address and resolve that issue; and
  • Internal and external assistance for loan generation;

Afterwards, you should be able to identify your credit union’s loan challenges and the opportunities and resources available to overcome those challenges.

Recent research reports that today 44 percent of US consumers carry smartphones and that ownership is highest among 25-34 year olds (64 percent) and 18-24 year olds (53 percent). How do you meet your members changing channel preference through your credit unions consumer lending program? Looking ahead to next month at the Maximizing Mobile Lending Trends QuickBites on February 5 (Session Code: 419), we’ll review the demographic and technology trends and help you learn how you can maximize mobile lending for your credit union.

Bank Secrecy Act training is available on demand!  The Bank Secrecy Act requires that all frontline personnel be trained on money laundering and the responsibilities of the financial institutions on currency reporting and suspicious activity every year. See the ICUL education calendar for the schedule of BSA on demand training and all QuickBites and Telecourses.

Also available on demand: Financial Exploitation of the Elderly. Elder abuse training – regarding financial exploitation of the elderly -- is now required for employees and officers with direct customer contact. Examiners are collecting information about your credit union’s training on this subject, as IDFPR is required to report training data on a bi-annual basis.  This QuickBite will meet the training requirements and will cover:  

  • Terminology; 
  • Illinois statutory protections;
  • Recognizing the indicators of financial exploitation;
  • Some of the common perpetrators of financial exploitation; 
  • Financial record confidentiality and exceptions; 
  • Where to report when a confidentiality exception applies; 
  • Suspicious Activity Reports/narratives/confidentiality;  and
  • Training and record-keeping requirements for current employees and new hires.

All credit unions face situations where only they have an opportunity to witness suspected exploitation. Participate in this QuickBite to learn the common indicators and the actions you can take.

 

Play it again! The audio archive of all QuickBites and telecourses is 60 days with paid registrations for most sessions. Whether you were unavailable for the scheduled date and time of a particular call or just want to hear the session again, you will have 24/7 access for the entire 60 days after the scheduled session. This feature enhances the value of audio training and is included for no additional charge. The audio archive link will be activated within 48 hours of the live event.

 

For a complete calendar of all Educational offerings, please click here.


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