I am part of a cross-departmental team that was challenged to come up with a plan to rapidly expand our branch network while keeping costs low and addressing the changing habits of consumers by putting an added focus on technology and innovation. Sounds simple enough, right? This really is a difficult task that many in the credit union industry are currently facing or will inevitably face in the near future.
Read MoreI would like to take this opportunity to depict the past, present and future of the Positive Ticketing Program that I implemented in three branches of Servus Credit Union in September of 2012. I will also outline how the program aligns closely with Servus Credit Union’s commitment to Corporate Social Responsibility which is highlighted in our mission statement of “building a better world one member at a time.”
Read MoreWhat Maps Credit Union program has encouraged a 174% increase of debit card transactions and a 202% increase in dollars spent at our local business partners in less than two years? The answer is Maps’ Buy Local program — an innovative ‘win-win-win’ program for community members, local businesses and our credit union.
Read MoreI have a thing for service. I want to feel appreciated for the business I give to a company, and I want the employees to add value to my experience and the product or service I obtain. I want our members to feel that appreciation and value added service when they do their business here. But what does that look like and how do we make that happen?
Read MoreIn my credit union, I am usually the go-to person for projects. I simply love working on them. What I quickly realized, though, is that this project of developing a formal training program is the most complex and detailed one that I have ever undertaken.
Read MoreI believe that credit unions often rely on “passive service”, serving as order takers for members instead of identifying ways for the member to achieve financial success. With an appropriate balance of sales and service, credit unions can achieve a stronger financial future with a more satisfied and engaged member base.
Read MoreThe overall purpose of our projects is to enrich the member experience. Taking a few steps further, we have the underlying purpose to not only become competitive with other financial institutions in the market but also use our internal talent to lead innovation and efficiencies.
Read MoreIn the first round of the CUES Next Top Credit Union Executive competition, I shared a YouTube video describing my idea for a new Strategic Liaison & Project Manager (“Liaison”) position at UMCU, which allowed me to combine my experience in different areas of the credit union.
Read MoreI spent the first 10-plus years of my credit union career working on the frontlines in retail, so when I became the Consumer Loan Manager in September 2012, I knew what I had to do to grow the loan portfolio – make the retail department my biggest ally!
Read MoreIf you really want to know your members, you have to learn their financial patterns, behaviors and life stages. What makes them tick; what are their needs and how can we as marketers give them a better credit union experience?
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