When a credit union adopts new technology like Better Lobby, it’s not just about installing software or setting up new systems—it’s about empowering your team to use these tools effectively. Proper training is the key that unlocks the full potential of any technology, ensuring that your staff can use it confidently and competently. This is especially true for Better Lobby, where leveraging its features can significantly streamline operations and improve member services.

Why Training Matters:
Thorough training ensures that every team member understands how to use Better Lobby to its fullest potential. This doesn’t only make daily tasks easier but also enhances the overall member experience your credit union offers. Well-trained staff can handle member requests more efficiently, manage queues effectively, and personalize member interactions—turning routine operations into opportunities for member satisfaction and retention.

Advanced Tip:
For managers and team leaders, consider adopting a train-the-trainer approach. Select a few team members to become Better Lobby experts who then help train others. This strategy not only fosters a deeper understanding of the system among key staff but also helps in creating in-house experts who can troubleshoot and provide ongoing peer support.

Understanding Better Lobby: A Game-Changer for Credit Union Operations

Better Lobby is more than just software; it’s a comprehensive platform designed to transform how credit unions manage their daily operations and interact with members. By integrating various functionalities such as queue management, appointment scheduling, and real-time analytics, Better Lobby streamlines the way credit unions operate, making them more efficient and member-friendly.

Key Features of Better Lobby:

  • Queue Management: Automatically organizes member flow through digital queuing, reducing wait times and improving lobby traffic management.
  • Appointment Scheduling: Allows members to book appointments online, which helps in managing staff workload and enhances the member experience by minimizing wait times.
  • Real-Time Analytics: Provides actionable insights into member behavior and staff performance, enabling better decision-making and service adjustments on the fly.

Enhancing Operations and Member Service: Better Lobby’s integration into your credit union’s operations means smoother service delivery and more satisfied members. By reducing the chaos of manual processes and introducing structured digital interactions, credit unions can offer faster, more accurate services. Whether it’s handling a rush of members efficiently or ensuring that each member feels attended to and valued, Better Lobby makes it possible.

Advanced Tip: To maximize the impact of Better Lobby, integrate it with your credit union’s existing CRM system. This integration allows for a seamless flow of member data across platforms, enhancing personalized service delivery. For instance, when members check in, staff can instantly access their profiles and history, enabling them to tailor interactions and offer more precise assistance based on the member’s needs and past interactions.

Setting Up for Training Success

Training your staff to use Better Lobby effectively is crucial for maximizing the benefits it offers. Preparing your team well for this training is the first step toward ensuring a smooth transition to using this innovative platform.

Preparing Your Team for Training:

  1. Setting Expectations: Clearly communicate the purpose and goals of the training. Let your staff know how Better Lobby will make their jobs easier and improve member services.
  2. Scheduling: Plan the training sessions at times that are least disruptive to daily operations. Consider breaking the training into short, manageable segments that can be easily absorbed without overwhelming the staff.
  3. Resource Allocation: Make sure all necessary materials, such as user manuals, access to the training module, and any other resources, are ready and accessible to all participants. Ensure that the training room or online platform is set up ahead of time to avoid technical glitches.

Creating a Supportive Learning Environment: A supportive learning environment encourages staff participation and engagement. This can be fostered by:

  • Encouraging questions and discussions during the training sessions.
  • Providing hands-on practice opportunities to apply what they learn directly on the Better Lobby system.
  • Offering feedback and assistance promptly to address any difficulties staff members encounter.

Advanced Tip: Incorporate role-playing scenarios into the training sessions that mimic typical member interactions and operational challenges. This approach helps staff understand the practical application of Better Lobby features in real-life situations. Furthermore, use metrics from Better Lobby’s analytics to create performance benchmarks and tailored training focuses. This method not only reinforces learning but also motivates staff by showing tangible improvements in efficiency and member satisfaction post-training.

Utilizing Better Lobby’s Training Resources

User Training Page: Better Lobby’s User Training Page is your go-to resource for quick learning. Located conveniently on the top menu of the Better Lobby platform, this page is designed to help staff members quickly familiarize themselves with the system.

  • Contents: The User Training Page includes a variety of PDF manuals and instructional videos that cover everything from basic functions to more advanced features.
  • Video Training: Most staff members find that watching just a few targeted training videos is enough to get them up to speed. These videos are designed to be straightforward and cover essential functionalities in a concise manner.

Knowledge Base: For more comprehensive support, the Better Lobby Knowledge Base is an invaluable tool. Accessible through a single sign-on, this repository contains a wealth of information.

  • Up-to-Date Manuals: Always find the latest versions of manuals here, ensuring you have the most current information.
  • Best Practices and Advanced Features: Whether you’re looking to optimize your use of Better Lobby or integrate it with other systems, the Knowledge Base has you covered with detailed guides and documentation.
  • Integration Documents: Learn how to seamlessly blend Better Lobby functionalities with your credit union’s existing systems, enhancing overall efficiency.

Advanced Tip: For team leaders and tech-savvy staff, delve deeper into the Knowledge Base to explore the advanced feature documentation. This can empower you to customize Better Lobby tools to fit specific needs of your credit union or to troubleshoot minor issues without waiting for external support. Additionally, consider setting up periodic review sessions where team members can discuss what they’ve learned from the Knowledge Base and share tips on leveraging Better Lobby to its fullest potential.

Interactive Training Sessions

Hands-On Learning: To truly grasp how to use Better Lobby in everyday operations, nothing beats hands-on training sessions. These sessions allow staff members to interact directly with the Better Lobby system, using real-life scenarios that they might encounter at your credit union.

  • Practical Application: By practicing common tasks such as checking in a member or scheduling an appointment during these sessions, staff members can better understand the steps involved and the functionality of the system.
  • Scenario-Based Training: Use examples that mirror typical or challenging situations that may arise at the credit union. This approach helps staff feel more prepared and confident.

Encouraging Open Communication: A crucial part of any training session is open communication. Encourage your team to ask questions and engage in discussions.

  • Clarifying Doubts: Make sure that no question goes unanswered. Clearing up doubts during these sessions can prevent future errors and enhance user competence.
  • Discussion and Feedback: Foster an environment where staff feel comfortable discussing their experiences with the system and suggesting improvements. This can lead to better usage strategies and more tailored training in the future.

Advanced Tip: For those looking to deepen their understanding of Better Lobby, consider creating a mentorship system within your team. Pairing less experienced staff with seasoned users can facilitate ongoing learning and troubleshooting. Additionally, incorporate role-playing into your training scenarios to simulate high-pressure situations. This method can help staff master Better Lobby’s features under stress, ensuring they perform well during actual busy periods at the credit union.

Ongoing Support and Learning

Continuous Learning Culture: At the core of a successful implementation of Better Lobby is the establishment of a continuous learning culture within your credit union. This means regularly updating your team not just on how to use the system, but also on any new features and best practices that emerge.

  • Regular Updates: Schedule periodic training sessions to introduce new functionalities and refresh existing knowledge. This keeps your staff current and competent.
  • Best Practices Sharing: Encourage sharing of tips and tricks among staff. What works well in one branch could potentially improve operations in another.

Feedback Loop: An essential part of ongoing support is creating an effective feedback loop. Encouraging your staff to provide feedback about the training process and their daily experiences with Better Lobby can lead to significant improvements.

  • Training Feedback: Gather insights on what aspects of the training are most helpful and which areas need enhancement. This can help tailor future sessions to be more effective.
  • Daily Use Feedback: Understanding the challenges and successes your staff experiences daily with Better Lobby can help in fine-tuning the system to better meet your credit union’s needs.

Advanced Tip: For a more analytical approach, consider implementing a formal feedback mechanism using digital tools. Create a quick, accessible survey that staff can fill out after each training session or periodically to review their satisfaction and gather constructive criticism. Analyze this data to identify patterns or common issues that could inform your training strategy. This method not only streamlines the feedback process but also provides quantifiable insights that can be tracked over time to measure improvements in training effectiveness.

Evaluating Training Effectiveness

Assessment Methods: To ensure that your team fully benefits from the Better Lobby training, it’s crucial to evaluate the effectiveness of the training provided. This evaluation should include both qualitative and quantitative measures.

  • Staff Feedback: Regularly collect feedback from your staff about the training sessions. This can be done through surveys, direct interviews, or informal chats. Understanding their perspectives will help you gauge how well the training meets their needs.
  • Performance Metrics: Monitor key performance indicators related to the areas covered in the training. For instance, if the training is on reducing member wait times, track these times before and after the training to see if there is a noticeable improvement.

Training Adjustments: Based on the data collected, you may need to make adjustments to your training strategies. This ensures that the training remains relevant and effective as your team’s needs and the capabilities of Better Lobby evolve.

  • Feedback Implementation: Act on the feedback received. If staff suggest that more hands-on practice would be beneficial, consider incorporating more practical exercises into future sessions.
  • Adapt to Changes: As Better Lobby updates its features or as your credit union grows, your training approach may need to evolve. Stay flexible and ready to update your training content to include new system functionalities or to address new operational challenges.

Advanced Tip: Consider setting up a controlled experiment to measure training effectiveness more scientifically. Split your staff into two groups where one group receives the new training module, and the other continues with the old module. Compare the performance metrics and feedback between these groups to determine the impact of the new training module. This method provides clearer evidence of the training’s effectiveness and can help fine-tune its components for even better results.

Key Takeaways

Summary of Training Strategies: Training your credit union staff effectively is crucial to maximize the benefits of using Better Lobby. Remember, good training involves:

  • Setting clear expectations and preparing adequately before sessions.
  • Utilizing the rich resources on the User Training Page and the comprehensive Knowledge Base.
  • Engaging staff with interactive, hands-on training that reflects real-life scenarios.
  • Continuing to support and update your team on new features and best practices.

The Importance of Continuous Learning: Always keep learning and adapting. The world of credit unions is dynamic, and so is the technology that supports it. Ensuring your team is continually educated on the latest features and best practices of Better Lobby not only enhances efficiency but also improves member satisfaction.

Discover More: Are you ready to dive deeper into what Better Lobby can offer or need a more tailored training session for your team? We’re here to help enhance your credit union’s operational efficiency and member service.

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