United Solutions, winner of the prestigious CUNA 2002 “Trainer of the Year”
award, prides itself on its ability to provide creative, interactive workshops
tailored to the needs of credit unions.
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New Hire Orientation Program |
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Send your new hires to our Tallahassee or Jacksonville
offices for a two day session. It includes topics like:
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 History
and Philosophy of Credit Union
Security – Robbery, Internal Control,
Information Security
Cash Handling
Currency – Detecting Counterfeit, Security Features
Regulations
Products and Services
Check Processing – The Federal Reserve, How an Item
Clears,
Points of a Negotiable, Instrument, Fraud, Forgery,
 Endorsements, Reg CC
Common Scams and Collusion
Typical Balancing Errors
Professionalism, Member Service Skills, Communication |
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Financial Crimes—Don’t Walk the Plank! |
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In this fun, full-day workshop participants will sail through the treacherous waters of Fraud,
Forgery, Counterfeit, Identity Theft, Cash, Checks, and Credit/Debit Cards. This session covers financial crimes
from domestic to international, both common scams and the more unusual. Participants will learn how not to be
vulnerable to the “pirates” that attack credit unions.
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Relationship Building |
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Put on your hard hats and let’s get down to work! Building your skills in a construction zone,
this half-day workshop is designed to tap into the sales potential within your current membership. Participants
will develop their personal toolboxes with proven techniques for discovering member’s needs and how to
Cross-Solve, not just Cross-Sell.
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“Surviving” Regulations |
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It’s a jungle out there! Don’t get stuck on the island, prepare your staff for the treacherous
terrain of today’s credit union regulations. Lending, deposits, transactions, Patriot Act, TIS, TIL, OFAC are all
topics that will be covered.
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“BAM!" Building Amazing Managers |
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Let’s kick it up a notch! This full-day seminar covers the ingredients needed to be a “Happy, happy,
happy” leader. Inspired by TV chef Emeril Lagasse’s enthusiasm, participants will see how putting together quality
management ingredients will reap the sweet rewards of a team that accomplishes greatness.
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Quality Member Service |
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Just getting by doesn’t cut it any more - discover the “magic” of providing superior member service.
Participants learn techniques that will put an impressive spell on your membership. This full-day session is followed
up with magic wands to reward positive behavior and agreements for accountability.
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Running the Race Against the Clock… Time Management Skills |
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Prepare to run the marathon—not just the sprint. Lace up your running shoes because this half-day
workshop demonstrates techniques for effective time management skills.
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Cash and Checks |
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May the force be with you! Participants in this half-day session learn all about currency and
negotiable items including history, security features and how not to move to the dark side by detecting
counterfeit/fraud/forgery items.
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Managing, Accepting, Encouraging Change |
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Change is unavoidable. Team members who embrace change are more likely to foster a successful
environment. This half-day session teaches participants how to effectively move through the process of change.
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Datasafe® SQL |
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USERS Teller Navigator |
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USERS Lending Navigator |
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Microsoft Office Products |
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Implementing the FISH! Philosophy |
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Custom Training Event |
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United Solutions Company would love the opportunity to tailor a training event for your credit
union. From an all-day “Survivor” theme at the Jacksonville Zoo to a team building event for your next planning
conference, we can do it for you!
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Request
Information
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