MNA Cultural Assessment
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Total number of employees:
Total number of employees who are in selling/referral positions:
Has your credit union ever tried to develop a sales and service culture/focus?
If yes, when?
Did you use an outside source for training/consulting?
If so, name of the organization:
In a short paragraph, state what you would like for your members to say about the credit union once you have successfully achieved your goal with regard to selling and member service:
In a short paragraph, state what you would like for your employees to say about the credit union once you have successfully achieved your goal with regard to selling and member service:
What do you believe are some factors, currently in your organization, that will contribute to sales and service culture success?
What do you believe are some challenges/obstacles in your organization, that could inhibit sales and service culture success?
How are you tracking or measuring member service?
Do you use pre-employment testing that will predict the sales/service success of a potential employee?
Do you have a product knowledge manual that provides information to the employee on how to offer the product to the member in a way that will be effective for selling?
What is the name of your Core Processing System used to run member transactions?
Does it have a cross sell/referral tracking module?
If so, do you have the module installed?