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Onboarding New Members

July 9th, 2013 9:00 AM – 12:00 PM

You must log in to the MDDCCUA website before you can register.


Onboarding New Members is a dues-supported training event.   
Tuition has been reduced by 50% (no charge for credit unions <$2M).    

This half-day class will explore the best practices in onboarding new members.  The specific areas of discussion will include:

  • Review the account opening process
  • An overview of various ways to manage the process
  • When, how and who should make the follow-up connections
  • Valuable next steps in the process

Resources will include sample scripting to be used in the follow-up calls.


Nick Koumentakos serves as Chief Services Officer for the Maryland & DC Credit Union Association focusing on the association’s Signature Events, Training, and Strategic Partnerships. 

Prior to joining the association, Nick led the Sales & Service activities in the Mid-Atlantic for a top 10 financial institution.  Nick partnered with a cross-functional team in developing the process that reduced new member attrition and increased and accelerated new member adoption of products and services.  In addition to growing share of the wallet and service satisfaction, Nick also managed the sales training and coaching function.  A certified coach, trainer and instructional designer Nick is adept at introducing practical and repeatable behaviors to help turn inconsistent performance into consistently higher results.  With more than 25 years of sales and service experience, Nick brings contagious passion for excellence to all of his participants.


Tuition Reimbursement – New Asset Ceiling Eligibility!
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC. For details and an application, visit or contact Training Director Diane Pinter, or 443-325-0779.


Maryland & District of Columbia Credit Union Assn.
8975 Guilford Road
Suite 190
Columbia, MD 21046-2386

Event Info


July 9th, 2013 9:00 AM – 12:00 PM


Maryland & District of Columbia Credit Union Assn.
8975 Guilford Road
Suite 190
Columbia, MD 21046-2386


Phone: 443-325-0766

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