Roundtable Event

The Alchemy of Increasing Member Share of Wallet

05.17.2018 - 05.17.2018 (M & BD)

1 pm central Online via Adobe Connect

Access the Slides

Written Executive Summary

Simple Practices for Increasing the Breadth, Depth and Retention of Existing Member Relationships… 

While we’re obsessed as an industry with member satisfaction, loyalty, engagement and net promoter score, these measures have a very weak correlation to share of wallet—otherwise credit unions would have close to 100% of everyone’s business. Winning share of wallet is more about employee behavior than member intent or attitude.  The opportunities we’ll discuss include: 

  • Re-boarding single service / low service member households
  • Converting indirect auto loan members to full-fledged members
  • Consolidating members’ other relationships with us
  • Winning each member’s future business

Meet Your Speaker: Michael Shallanberger - Schneider Sales Management

Michael ShallangbergerMichael is Executive Vice President & Director of Consulting Services, a position he has held since 1998. Prior to joining Schneider, he served as Corporate Sales Manager for CenFed Bank, a $2.5 billion, 18 branch bank; as National Sales Manager for Great Western Financial Corporation, a $45 billion diversified financial services company with 1,300 offices in 32 states; as President & CEO of two community banking institutions in California, and President & CEO of a $40 million revenue diversified financial services company. He has NASD series 7, 63 and 22 securities licenses and was previously licensed in all lines of insurance and managed a large bank-owned insurance agency with over 60 agents. Michael has  M.S. in Organizational Leadership and Change Management and a M. Ed. in Adult Training & Education from Colorado State University.


 

December

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
12.05.2018
O & ME
TECH
M & BD
LENDING
HR & OD
CEO
FINANCE
 

Staff Coaching and Accountability

ROUNDTABLEFree for Council members 
 
12.12.2018
FINANCE
 

Thomson Reuters Checkpoint Training

ROUNDTABLEFree for Council members 
 
12.13.2018
HR & OD
 

Journey Mapping your New Hire Onboarding Experience

ROUNDTABLEFree for Council members