Business Development Services

Celeste offers onsite consulting, training, and coaching for business development in addition to an annual Business Development School (see Business Development and Marketing Institute).


Celeste increased loans by 213 percent in less than one year through Business Development “Partners” (SEGs) during her tenure in the credit union industry.  She has developed a unique, extensive business development plan (goals/action plans/compensation/reward programs/reports/tracking system) as well as key strategies and programs PROVEN to open doors with companies and provide face-to-face access with their employees on a regular basis to help credit unions capture more quality profitable loans.


Celeste will partner with you to evaluate your current business development program and provide her expertise to build and/or enhance your business development program to increase SEG/Community Partner penetration and loan growth.  Her consulting includes but is not limited to:


  • Conducting an onsite evaluation/assessment of your current business development department, goals, programs, and marketing strategies
  • Provide her finding and recommendations
  • Provide an “implementation” action plan to help you increase your penetration of the market, increase membership growth and profitability
  • Provide programs to strengthen relationships with your SEGs and/or business partners
  • Provide business development sales training:  relationship building, cold calling, overcoming objections, scheduling appointments/onsite visits, strategies and techniques to capture more loans via new members and/or existing members through SEGs and/or business partners, etc.
  • Provide onsite coaching for business development staff and frontline staff
  • Provide programs, strategies, and tools to help you capture more quality profitable loans through business partners/SEGs


Contact Celeste today to take your Business Development Program to the next level!

How can we help?


Give us a call or submit a business inquiry online.

Experienced over 23 percent loan growth as of September 2015 with the majority of loan growth in auto loans!

Chaz Rzewnicki, Vice President of Lending, Dover Federal Credit Union ($420 Million in Assets), Delaware

Discover new ways to grow your credit union!

Celeste Cook is founder and President/CEO of cuStrategies LLC. As a credit union industry strategist, Celeste provides strategic planning services, experienced consulting services, and expert training programs...

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