Melvin Sarmiento

🔍 Looking to strengthen your credit union's customer journey and test new ideas? Join our upcoming workshop! Our two-day workshop is designed for ambitious credit unions eager to enhance customer experiences and explore new opportunities. Individual attendees and teams are both encouraged to participate. In addition to the expert-led training days, attendees will also receive 1-to-1 guidance in the months following the workshops to support the refinement and implementation of their new initiatives. 📍 Location: Bristol 📅 Dates: 5-6 November 👉 Sign Up and More Information: https://bit.ly/3NvSD1n 🌍 These workshops are held regularly. If you’d like updates on future dates and locations, contact Emilie King at [email protected]. Learn more about what is covered in these sessions ⬇️ Day 1: Customer Journey 🗺️ Map your customer journey end to end view of how you attract, acquire, deliver value to and retain customers. Identify challenges and ideate innovation opportunities within the process. 📅 Date: Tuesday, 5th November | 09:00 – 14:00 Day 2: Innovation Experiments 💡 Take opportunities forward with a clear view of activity (framed as a time-boxed and tracked experiment) that can be run to de-risk innovation). 📅 Date: Wednesday, 6th November | 09:00 – 14:00 🤝 Optional Post-Workshop Support Participants can access up to two hours of 1-to-1 sessions with the trainer, with each session lasting one hour. These sessions will take place between weeks 1-4 and 2-4 months after the workshops. 🔹 Get tailored support to execute experiments within your organisation and derive valuable learnings. 🔹Later sessions will help review findings and identify subsequent actions to advance or course-correct initiatives, allowing businesses to receive feedback and refine implementation strategies. 👉 Sign Up and More Information: https://bit.ly/3NvSD1n #CustomerJourney #ProfessionalDevelopment #CustomerExperience #FinancialServices

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Whether a business owner doesn't qualify with a traditional bank or needs additional funds beyond what a bank can offer, CEF could be the solution. Visit our website at https://lnkd.in/gCShWV7T #smallbiz #lendingwithimpact

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Don't let complacency jeopardize your credit union's reputation and the trust of your members. Our free Safety Tips guide provides the tools and knowledge you need to build a more secure and resilient institution. Download now and take control of your credit union's security. #CreditUnionSafety #DownloadNow

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Community banks and credit unions say they’re challenged to find the right staff for the right roles, as staff turnover exceeds 20% in the industry. What are banks doing to attract the next generation of professionals and keep them enthusiastic and engaged?

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Our relationship with you is built on respect, honesty, and fairness. At AGD Bank, integrity isn’t just a value—it’s the foundation of every interaction. We are committed to being your trusted financial partner, every step of the way. Learn more about our commitments at: https://bit.ly/3AkjCJW #IntegrityMatters #CustomerFirst #AGDCommitments #TheBankThatGrowsWithYou

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Could you use up to $750 for your business? You’ve got it—when you open an Associated Bank business checking account! Follow these simple steps and get growing now! http://spr.ly/6040e8Tso

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🧠💡Credit Union 101: We use slightly different terminology than at a bank. The biggest difference would be that we have members instead of customers. Credit union members are owners of the institution, unlike a bank's customers. Additionally, credit unions have share accounts and share certificates as opposed to savings accounts and certificates of deposit (CDs). However, despite the different names, these accounts function alike.

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