Credit Union Focus

Denise Romanelli Credit Union Credentials

• Certified CUNA Creating Member Loyalty - Service, Sales & Sales Coaching
• Certified Credit Union Financial Counselor
• Graduate of Credit Union Development Educator                        (CUDE Class of '24 - Best Class Ever!)  
• Credit Union Financial Education Network (CUFEN)- Financial Educator and Conference Presenter  

Leading credit union team members through a comprehensive service and sales program:

Service Skills - building communication skills for greater member experience and relationship building with members.

Sales Skills - Enhancing sales skills through a member-focused approach.  Sessions for tellers emphasize interpersonal and referral skills.   Member Service Representatives expand cross-selling skills through empathetic conversations to explore member needs and financial growth.

Sales Coaching - Managers build coaching skills using teaching and mentoring techniques.  

Leading a team of financial counselors is critical in creating a unified approach in helping members' repair their financial status and grow generational wealth.  Counselors share experiences and elevate their knowledge and skills in helping members evaluate their financial status to enjoy a meaningful life through personal financial management.