{"id":99,"date":"2014-10-29T20:51:24","date_gmt":"2014-10-29T20:51:24","guid":{"rendered":"http:\/\/wp.ampsmagazine.com\/?p=99"},"modified":"2021-01-12T07:04:28","modified_gmt":"2021-01-12T07:04:28","slug":"partners-first-credit-union","status":"publish","type":"post","link":"https:\/\/ampsmagazine.com\/?p=99","title":{"rendered":"Partners First Credit Union"},"content":{"rendered":"

\"Bob<\/a>How to Gain Trust in New Clients<\/strong><\/h3>\n

 <\/p>\n

AMPS: Okay, so I want you to basically I want you to talk about first of all what\u2019s your name, it\u2019s for the audio?
\nBob: Bob Shafford, branch sales manager at Partners First Credit Union.<\/p>\n

AMPS: Okay, now how did you get involved with Partners First Credit union?
\nBob: I had grown my own business for about 14, 15 years, I was in the mortgage business and back in \u201807, \u201808 the mortgage crisis was starting to slide and I thought it was time for me to move on, find something different. Happened to see a little ad in the paper about Partners First Credit Union, didn\u2019t know where it was at, didn\u2019t know anything about Partners First and it was for branch manager at this position. It\u2019s my home office up in Fort Wayne, which years ago, 63, 64 years ago it was Philips Credit Union and now it\u2019s Partners first. It originated up in Fort Wayne.<\/p>\n

AMPS: Oh my gosh.
\nBob: So, when I talked to them I knew this was a branch that needed some picking up and some assistance. At the time I walked in the door we had 600,000 in long volume. Today as you and I are talking that would be over 4 million dollars.So the challenge was there and that excited me. I\u2019d run my own business and wanted that challenge, liked that challenge and wanted to get into something that could challenge me as well.<\/p>\n

AMPS: So in doing this coming definitely from like a mortgage company, how did you do the transition?
\nBob: Number one you\u2019ve got to sell. I had to sell mortgages, now I sell, and now it’s word of mouth. I brought a lot of my people that I had as customers at that time, now they are members here. And not only could I offer mortgages, now I\u2019ve got automobile loans, signature loans, visas, the whole ball of wax. So it was instrumental part of getting to where we\u2019re at today.<\/p>\n

AMPS: Okay. So from the word on the street is that you kind of went door to door. Give me a reasonably explanation of why you do that?
\nBob: Sure. In our area there were two bank branches that closed their doors fairly close together. And frankly there\u2019s not a lot of other financial institutions in our immediate area. So I thought it would be a neat thing to just go around door to door and drop off flyers and say listen we\u2019re interested in your business, and that\u2019s a whole other tape I can tell you about some of the deals that I ran into. It was an experience and we\u2019ve got people that are here today because of this. I probably spent, I don\u2019t know, maybe a week out knocking on doors and it worked.<\/p>\n

AMPS: Okay. Now what makes you think that this one is better or the same as maybe some competitors? Why should I come to you?
\nBob: You talk to our members, they know that we take good care of our members. We have a special going on right now. We call them. They don\u2019t have to worry, we let them know about what\u2019s going on. We try to promote our products from within, they\u2019re not going to see us a lot in the paper. It\u2019s all word of mouth. We promote and make sure our members know what we have going on. We have specials periodically, right now we’re running the 1.99 vehicle owner refresher program. So in this month we\u2019ll close over 300,000 in auto loans.<\/p>\n

AMPS: Unlike the traditional banks this is considered a credit union, tell my readers that don\u2019t know the differences. Why would Ithey come to a credit union?
\nBob: It\u2019s hard for me to compare alright, that\u2019s not fair. What I can tell you is and then the members can decide do they want to come in and sit down and feel like they\u2019re going to be taken care of, and then there\u2019s a national viewers that\u2019s listening and those types of things, and they want to be called when we have specials and not that they have to call us, and that\u2019s why people stay. They see what we\u2019ve done because we have turnover, people buy new cars over and over, they\u2019ll keep coming back to see us so that says something okay. So as best I can answer that they know they\u2019re going to be taken care of here.<\/p>\n

AMPS: Your 5 minute spiel when you went door to door how did you, what did you say to those guys?
\nBob: I\u2019m Bob Shafford, I\u2019m branch manager at Partners First on 30th street and I want your business. We\u2019ve got all the programs from mortgages to visas to auto loans. I\u2019d like to have you come on board with us. Obviously convenience, here\u2019s my card, give me a call. Just get my foot in the door and some people taken advantage and some didn\u2019t so.<\/p>\n","protected":false},"excerpt":{"rendered":"

How to Gain Trust in New Clients   AMPS: Okay, so I want you to basically I want you to talk about first of all what\u2019s your name, it\u2019s for the audio? Bob: Bob Shafford, branch sales manager at Partners First Credit Union. AMPS: Okay, now how did you get involved with Partners First Credit […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"tdm_status":"","tdm_grid_status":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[13],"tags":[],"class_list":{"0":"post-99","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-business"},"aioseo_notices":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=\/wp\/v2\/posts\/99","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=99"}],"version-history":[{"count":0,"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=\/wp\/v2\/posts\/99\/revisions"}],"wp:attachment":[{"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=99"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=99"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ampsmagazine.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=99"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}