There is often confusion about the proper use of the statement or logo for Equal Opportunity Lender. When it was first introduced, the interpretation was to use Equal Housing Lender (EHL) logo for real estate loan marketing and the Equal Opportunity Lender (EOL) logo for auto and credit card marketing. In reality, EHL and EOL were both created just for real estate lending, particularly mortgages. The Housing and Urban Development (HUD) regulation for Fair Housing Advertising is 54 FR 3308, …

Speaking of Gen Y, as they head to college, the rising costs have become harder to meet with out financial aid or student loans. With a 14-year old heading to high school, I have the parental trepidation of the approaching college expense. Student financial aid expert (and a father himself) Brian Cox can share a few tips on talking to kids about college selection and affordability, as well as helping them develop smart financial habits/attitudes. As an executive for Cology …

If you have communicated a focus on corporate goals to be met by the front-line, there is still the issue of training the staff to meet the goals. Cross-selling begins with listening to members when they talk about their needs and being ready to suggest products and services that meet those needs. Listening to members and matching those suggested products/services is often done in a short timeframe. From talking to a member at the teller line to a conversation over …