Strong credit unions depend on knowledgeable, confident teams who understand not only the technical aspects of their roles, but also the judgement, consistency and member focus required in day-to-day decision making.
Through OnSite CU Solutions, I deliver practical training designed specifically for the credit union sector. Training can be delivered on-site, online or in blended formats, and is grounded in real credit union operations, governance and member interactions.
one to one or team based training designed around your credit union's needs
developed specifically for the credit union sector
Many credit unions have staff who have developed their skills through experience but may not have had structured development across all areas of lending, credit control, or operations.
I provide tailored training programmes for individuals or small teams, designed around the specific responsibilities of the role and the operational environment of the credit union.
This type of training is particularly valuable where a credit union is:
Training sessions are practical and interactive, using real scenarios, policies and workflows to build confidence, judgement and consistency.
Training can be delivered across all operational areas including:
Each programme is designed specifically for the credit union, ensuring training is practical, relevant, and immediately applicable within the organisation.
In addition to tailored training, I have developed a number of structured programmes for the credit union sector. These programmes can be delivered to individual credit unions, regional groups, or sector organisations.
Development programme for experienced lenders navigating digital transformation.
8 hours CPD - IOB, LIA, CU CPD
Governance-focused programme on ethical decision-making.
1.5 hours - IOB, CU CPD. 1 hour LIA
Building financial wellbeing knowledge among frontline staff and member engagment skills.
4 hours CPD - IOB, LIA, CU CPD
A blended programme designed for experienced credit union lenders adapting to an increasingly digital lending environment.
Credit union lending has shifted from relationship-led manual processes to more digital, data-driven and system-supported models. Member expectations have changed, and the need for speed, clarity and consistency continues to grow.
This programme explores how lending has evolved and how credit unions can adapt to remain competitive, efficient and member-focused while maintaining the importance of professional judgement and the credit union ethos.
The programme explores areas including:
Delivered through the CU Learn (ILCU)
This governance-focused programme examines the role of ethics, culture and professional judgement in board-level decision-making within credit unions.
Rather than focusing purely on rules or compliance-driven approaches, the programme explores how ethical risk arises in real governance decisions, particularly where issues are complex, strategic pressure exists or organisational change is taking place.
Topics explored include:
Through scenario-based discussion, participants develop stronger ethical awareness and improved professional judgement in board decision-making.
Frontline staff play a critical role in how members experience their credit union, particularly when members are under financial pressure or preparing to borrow.
This programme builds financial wellbeing knowledge and confidence among front-of-house teams, enabling staff to engage with members more consistently and effectively.
Participants gain understanding of:
The programme focuses on supporting informed member conversations rather than lending decisions, strengthening member engagement at the first point of contact.
If you would like to discuss tailored training or learn more about any of the programmes above, please get in touch.
Training can be delivered to individual credit unions, regional groups or sector organisations and can be adapted depending on the needs of your team.
Tailored training delivered directly to your team.
Programmes delivered across multiple credit unions.
Training designed for sector-wide delivery.
Contact:
086 8696853
Email: norma@onsitecusolutions.ie
Training