This whitepaper provides a foundational framework designed to build a sales culture within the credit union, specifically through their loan officers.
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Habit 1: Turn Your Pitch into Money
Habit 2: Proactive Prospecting
Habit 3: Follow-up to Close
Habit 4: New Client Onboarding
Habit 5: Status Sells Marketing
Kitsap Credit Union is deeply committed to their members financial wellbeing and quality of life. We’ve worked with loan officers and managers at Kitsap since 2022.
Elevations is a top mortgage lender in Colorado with award-winning lenders. Dr. Bruce has worked with Elevations forseveral years including loan officer coaching and workshops.
Truity Credit Union is headquartered in Bartlesville and is the 5th largest credit union in the state of Oklahoma. It is also the 398th largest credit union in the nation.