JRF Consulting Offers Business Development and Sales Culture Evolution Expertise


There have been many changes in the Credit Union Movement over the last decade. How we approach building relationships has been transforming, and has led us on a search for better and smarter ways to innovate and measure results. Once new members are in the door, it’s strong member-engagement strategies that build loyalty amongst members and business partners and form ongoing relationships that are beneficial for everyone.

Increasing member engagement isn’t a decades-long journey. It’s something you can attain now. JRF Consulting, founded by longtime credit union expert and industry guru Julie R. Ferguson, has partnered with NWCUA to boost business development opportunities, and create winning member-engagement strategies for credit unions throughout the Northwest.

“Julie brings an uplifting energy and solid industry experience in business development, cross-selling, strategic marketing and more,” said Jason Smith, NWCUA’s Vice President, Strategic Resources. “She has been well recommended during our due diligence evaluation, and I’m confident she will positively impact those who have the opportunity to work with JRF Consulting.”

As Ferguson explains it, she spent 16 years at First Tech Federal Credit Union before founding JRF Consulting Services in 2009. Her financial services career began as a part-time teller, taking her on a journey that included stops as a loan officer, branch manager, director of operations and business development director. She simply loves working with credit unions to help them make a difference with her Journey to Service Excellence sales- and service-training program.

“Julie is an engaging, knowledgeable expert who can bring immediate energy and results to your sales and business development programs,” Smith added. “As a former credit union leader, Julie understands the challenges credit unions face.”

JRF Consulting helps credit unions with business-development strategies, provides the Business Development Boost workshop, and executes a highly engaging and educational Journey to Service Excellence training program. Additionally, Julie and her team deliver dynamic, content-rich keynotes, break-out sessions, webinars, all-staff training days, small-group sessions with your current business development department, and can even help build your business-development team from the ground up.

Contact Jason Smith, NWCUA’s Vice President, Strategic Resources, at jsmith@nwcua.org  to find out more about JRF Consulting.

Posted in GoWest Solutions.