Recorded Webinar

Top Strategies For Reducing & Managing Exceptions at Your Bank or Credit Union

Featuring Sharonview Federal Credit Union

Banks and credit unions today invest enormous amounts of time, energy, and money into managing exceptions. Though not all exceptions carry risk, those that do can result in injury to a financial institution’s reputation and bottom line. So what are leading institutions doing to manage risk while still delivering a winning consumer experience? 

Register to view the webinar and learn how Sharonview Federal Credit Union, a $1 billion+ financial institution in North Carolina, South Carolina, and New Jersey, developed a strategic approach to reducing and managing exceptions.

In this webinar, you’ll learn:

  • What types of exceptions carry the greatest risk and how to manage the “red rules”
  • Strategies for training and managing employees around exceptions 
  • How to utilize feedback strategies that support different types of learners 
  • Tips for enabling employees to more accurately follow policies & procedures 
  • How your policy and procedure information impacts the rate of exceptions 

Register to view the webinar!


Al Rosenbaum
EVP Customer Success
SilverCloud Inc.
Rosalyn Hudson
VP of Member Service Operations
Sharonview Federal Credit Union

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