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The Future of Credit Unions Post-Pandemic

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Manage episode 299512053 series 2927999
Content provided by Andrea Klunder and Del Norte Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrea Klunder and Del Norte Credit Union or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
What will banking and belonging look like in a post-pandemic world? That’s the question Diego posed to all of his guests for this season’s finale.

Their answers remind us that through it all, credit unions remain powered by the people they serve.

Remember the before-times? If you’re a credit union member or employee, your banking experience probably looked, sounded, and even smelled a bit different than it does now. From the friendly faces that greeted you by name to that cup of coffee (or tea) always at the ready, visits to a brick-and-mortar location never failed to amplify the credit union difference: community connection.

When COVID-19 forced the doors to close and the coffee to go cold, it necessitated the need for credit unions to have an even more significant online presence.

But what do institutions miss when they expand to digital? And how do credit unions bridge the distance between past, present, and future?

Beyond obvious pivots like temporary shifts to drive-thru only services, credit unions around the world have taken the opportunity to combine their interpersonal expertise with online innovation. We’ve learned that we can be a digital bank with brick-and-mortar community roots, meeting our members’ needs where the fintechs and big banks can’t. After all, our focus has never rested solely on the products we offer.

To that end, we’re excited about sharing new endeavors with our members and thrilled with initiatives that promote women and people of color into credit union leadership positions. That’s the future of credit unions.

That’s belonging.

Learn more and tell us what it means to YOU to belong: http://www.financialteainthemorning.com

Financial Tea Hot Sip: Have recent spring cleaning efforts left you with stacks of old statements and documents? Did you know that credit unions can help clear the clutter? Check with your local credit union to see when their next shredding event will take place. You don't even have to be a member to participate! Credit unions welcome everyone in their community.

Featured Guests

Juan Fernández Ceballos

President and CEO

Credit Union Association of New Mexico

LinkedIn

Kristin Harrison

Director of Business Development

WebStrategies, Inc.

WebStrategiesinc.com

LinkedIn

Malcolm Keyte

Business Development Manager

6Towns Credit Union, UK - Sandwell

https://sixtowns.co.uk

James Robert Lay

Founder & CEO

Digital Growth Institute

DigitalGrowthInstitute.com

LinkedIn

Chris Murrin

Sales Experience Support Manager

GTE Financial

GTEFinancial.org

LinkedIn

Deb Salazar

Chief Experience Officer

Del Norte Credit Union

LinkedIn

Tanya Valdez

Santa Fe Registered Nurse & DNCU member

***

Financial Tea in the Morning is brought to you by Del Norte Credit Union.

Produced and Edited by Andrea Klunder at The Creative Impostor Studios and mixed by Edwin R. Ruiz

Recording Engineer: Kabby at Kabby Sound Studios in Santa Fe

Hosted by Diego Muñoz

Theme music by Ricardo Lambert

Cover art by Leonard Cummings

Logo design by Charlie Gonzalez at Axess Multimedia

  continue reading

14 episodes

Artwork
iconShare
 
Manage episode 299512053 series 2927999
Content provided by Andrea Klunder and Del Norte Credit Union. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrea Klunder and Del Norte Credit Union or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
What will banking and belonging look like in a post-pandemic world? That’s the question Diego posed to all of his guests for this season’s finale.

Their answers remind us that through it all, credit unions remain powered by the people they serve.

Remember the before-times? If you’re a credit union member or employee, your banking experience probably looked, sounded, and even smelled a bit different than it does now. From the friendly faces that greeted you by name to that cup of coffee (or tea) always at the ready, visits to a brick-and-mortar location never failed to amplify the credit union difference: community connection.

When COVID-19 forced the doors to close and the coffee to go cold, it necessitated the need for credit unions to have an even more significant online presence.

But what do institutions miss when they expand to digital? And how do credit unions bridge the distance between past, present, and future?

Beyond obvious pivots like temporary shifts to drive-thru only services, credit unions around the world have taken the opportunity to combine their interpersonal expertise with online innovation. We’ve learned that we can be a digital bank with brick-and-mortar community roots, meeting our members’ needs where the fintechs and big banks can’t. After all, our focus has never rested solely on the products we offer.

To that end, we’re excited about sharing new endeavors with our members and thrilled with initiatives that promote women and people of color into credit union leadership positions. That’s the future of credit unions.

That’s belonging.

Learn more and tell us what it means to YOU to belong: http://www.financialteainthemorning.com

Financial Tea Hot Sip: Have recent spring cleaning efforts left you with stacks of old statements and documents? Did you know that credit unions can help clear the clutter? Check with your local credit union to see when their next shredding event will take place. You don't even have to be a member to participate! Credit unions welcome everyone in their community.

Featured Guests

Juan Fernández Ceballos

President and CEO

Credit Union Association of New Mexico

LinkedIn

Kristin Harrison

Director of Business Development

WebStrategies, Inc.

WebStrategiesinc.com

LinkedIn

Malcolm Keyte

Business Development Manager

6Towns Credit Union, UK - Sandwell

https://sixtowns.co.uk

James Robert Lay

Founder & CEO

Digital Growth Institute

DigitalGrowthInstitute.com

LinkedIn

Chris Murrin

Sales Experience Support Manager

GTE Financial

GTEFinancial.org

LinkedIn

Deb Salazar

Chief Experience Officer

Del Norte Credit Union

LinkedIn

Tanya Valdez

Santa Fe Registered Nurse & DNCU member

***

Financial Tea in the Morning is brought to you by Del Norte Credit Union.

Produced and Edited by Andrea Klunder at The Creative Impostor Studios and mixed by Edwin R. Ruiz

Recording Engineer: Kabby at Kabby Sound Studios in Santa Fe

Hosted by Diego Muñoz

Theme music by Ricardo Lambert

Cover art by Leonard Cummings

Logo design by Charlie Gonzalez at Axess Multimedia

  continue reading

14 episodes

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