Danielle Gardner is a 34-year-old Indirect Loan Supervisor at IBM Southeast Employees’ Credit Union ($955M) in Boca Raton, Florida, United States.
Indirect Member Hospitality Initiative
To boost service excellence for new members obtained through the indirect channel.
An additional contact made by our Indirect and Member Service staff to make sure the estimated 150 new members each month not only understand the information provided (ie. how to make their payments, how to log in online, etc.) But, also to get to know these members personal financial needs so we can give the best possible individual service.
This not only helps our new member, but it leads to new loans, deposits, referrals, and more for our Credit Union.