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Phylicia Atkins is the client engagement specialist for Callahan & Associates. As part of the Advisory Services team, Atkins ensures new clients and users have everything they need for a successful Callahan relationship. She is a member of the Cooperative Trust and was a GAC Crasher in 2015. Atkins has more than a decade of credit union experience and has previously held leadership positions in operations, technical and sales training, and community outreach for two credit unions.
The first few days of membership can make or break the entire member experience. Follow these steps to provide lasting value that fosters a long-term relationship.