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Grow Your Credit Union

Author: Becky Reed and Joshua Barclay

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Each week, host Joshua Barclay and co-host Becky Reed dive into the nitty-gritty of successful credit union operations, exploring innovative approaches and leadership insights. We’re more than just a podcast; we’re your go-to resource for turning challenges into opportunities. Join us as we laugh a bit, learn a lot, and push the boundaries of what’s possible in the credit union world.
9 Episodes
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Verifying the identity of your members in digital transactions can be challenging. Fraudsters are becoming increasingly sophisticated and persistent in their methods. What does it take to effectively safeguard your credit union and members from fraud?In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Hailey Windham, former Financial Crimes Program Manager at Safe Federal Credit Union to talk about:What drives the massive increase in fraud that credit unions are experiencing.Resources credit unions should invest in to meet the growing demand for real-time payments.Understand whether credit unions truly grasp how money moves through their digital networks.Discovering actions credit unions can take to reduce fraud.Continue your learning journey by pressing play.ResourcesCU Fight Fraud DashboardCredit Unions and DeFi: A Financial RenaissanceConnect with UsFollow us on LinkedInVisit our siteSign up for our newsletterCalling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.
Strong employee retention is a hallmark of a thriving company culture. Fostering transparency, collaboration, and a sense of community can keep staff loyalty strong for decades. How can leaders replicate this success in their own organizations by building more than just a workplace, but a community?In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Marji Hughes, EVP/COO, Christian Community Credit Union to talk about:Growing young talent in an age of job hopping.The impact of broadening your membership baseThe perception and impact of leadership developmentHow the mission of your credit union affects employee retention.The fun all starts when you press play.Connect with UsFollow us on LinkedInVisit our siteSign up for our newsletterCalling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.
Innovation often comes with some disagreement. It's crucial to have employees who can voice alternative, and potentially better, ideas. But how can you best show your team vulnerability and instill in them the confidence to express dissent?In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Mike McWethy,  Executive Vice President, Texans Credit Union to talk about: Creating a healthy culture of debateThe criticality of onboarding tech talentOpinions on a credit union hit-pieceRemaining human in an automation-driven worldThe fun starts when you press play.A BIG THANKS TO OUR SPONSOR, CREDIT UNIONS FIRSTConnect with UsFollow us on LinkedInVisit our siteSign up for our newsletterCalling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.
If you are looking for members with high deposit value and aren't rate sensitive when borrowing, then you should be prioritizing your retiring members. That's the message that our sponsored guest Rhian Horgan, President and CEO, Silvur, wants you to hear. In this episode, we discuss why retirees are often underserved and provide a contemporary blueprint for helping your members retire with peace of mind.This episode, hosted by  Joshua Barclay and Becky Reed, is a guide on transforming the financial futures of retirees, ensuring a community where every member can look forward to their golden years with confidence and peace of mind.A HUGE thanks to our sponsor, Silvur.Silvur is the retirement engagement solution for Americans 50+. Leading credit unions use Silvur to retain direct deposit relationships lost at retirement (up to 80%) and reach 98% of members not served by wealth management. Support your 50+ members, reduce asset flight, and capture the $70T retirement wallet.Visit Silvur.com to learn more.Connect with UsFollow us on LinkedInVisit our siteSign up for our newsletterCalling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at info@growyourcreditunion.com.Work with a FinTech or vendor? We'd love to have you on  by becoming a sponsor.
When it comes to attracting new members, it is crucial to understand that the process's speed and ease often hold a higher appeal than the actual products and services being offered. Potential members are looking for financial institutions that can provide them with smooth, hassle-free experiences. They want to be onboarded quickly and without any unnecessary complications, outweighing the value they see in your products and services.In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Elizabeth Osborne the Chief Operations Officer of Great Lakes Credit Union to talk about how her credit union is adapting to these expectations and more.This episodes topics:Strategies for retaining and acquiring new membersApproaches to reduce Call Center turnover ratesTraits that hinder leadership effectivenessMethods to mitigate cyber-attacksThe real fun starts whenever you press play. Alternatively, you can read the full transcript below.Resources:Call Center Attrition Rate – Is It Now the Most Important KPI?Nearly a Quarter of Consumers Are Likely to Switch Banks in the Coming Year...The five leadership saboteursData Breaches Are More Expensive … And The Costs Are GrowingThe real fun starts whenever you press play. Alternatively, you can read the full transcript on our site.A HUGE thanks to our sponsor, Silvur.Silvur is the retirement engagement solution for Americans 50+. Leading credit unions use Silvur to retain direct deposit relationships lost at retirement (up to 80%) and reach 98% of members not served by wealth management. Support your 50+ members, reduce asset flight, and capture the $70T retirement wallet.Visit Silvur.com to learn more.Connect with UsFollow us on LinkedInVisit our siteSignup for our newsletterCalling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at info@growyourcreditunion.com.Work with a FinTech or vendor? We'd love to have you on  by becoming a sponsor.
Credit Unions exist to serve members in ways that go far beyond what banks can offer. That’s the message we should be getting out to the public. But, is that the message the board wants to hear?In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Kelly Botti, the President and CEO of TruMark Financial Credit Union. Here are the topics for this episode: Strategies for helping your members see your Credit Union as a financial partnerMeasures for mitigating the risks of rising auto loan defaultsCredit Union marketing pain points (Note: We’ve got eight)Improving employee experience and reducing turnoverResources:Delinquency rates at highest level in almost 30 yearsWhy Headwinds from Deteriorating Auto Loans Will Whip Credit Unions in 2024Credit Unions' Share of Auto Loans SlipsFive Bank and Credit Union Marketing Pain Points to Address in 2024The real fun starts whenever you press play. Alternatively, you can read the full transcript on our site.A HUGE thanks to our sponsor, Silvur.Silvur is the retirement engagement solution for Americans 50+. Leading credit unions use Silvur to retain direct deposit relationships lost at retirement (up to 80%) and reach 98% of members not served by wealth management. Support your 50+ members, reduce asset flight, and capture the $70T retirement wallet.Visit Silvur.com to learn more.Connect with UsFollow us on LinkedInVisit our siteSignup for our newsletterCalling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at info@growyourcreditunion.com.Work with a FinTech or vendor? We'd love to have you on  by becoming a sponsor.
Members really only want to go to your branch when they have an issue. Is your frontline equipped enough to handle the challenge?In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed, bring on Darlene Hilton, the VP of Lending at Lone Star Credit Union to share her wisdom across a variety of topics including:Personal north star metricsThe real reason members come to the branchEnhancing frontline capabilities The real fun starts whenever you press play.   Alternatively, you can read the full transcript on our site . Follow us on LinkedInVisit our siteSignup for our newsletter  Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at info@growyourcreditunion.com.Work with a FinTech or vendor? We'd love to have you on  by becoming a sponsor.
Today our guest is Doug Duong, Board Chairman of Pasadena Federal Credit Union. The main discussions include the impact of the changing economy on credit unions, the significance, selection, and efficiency of board directors, the importance of succession planning among CEOs, and the responsibility of credit unions in promoting financial literacy among its members. List of ResourcesWhere Investors Are Finding Returns in a World of YieldMore than 60% of Americans are living paycheck to paycheck.Follow Us:Our SiteSignup for our NewsletterInterested in becoming a sponsor?LinkedInContact Us Host: Joshua BarclayCo-Host: Becky ReedGuest: Doug Duong
In this Grow Your Credit Union episode, hosts Joshua Barkley and Becky Reed chat with Scott Prior, CEO of Connection Credit Union. They tackle the future of checking accounts, the effects of "buy now, pay later" on lending, and the crucial role of financial literacy in credit union growth. Prior shares insights on digital strategies for small budgets and the importance of financial education. List of ResourcesThe Banking Crisis of 2023 is Over — Time to Get Back to the Crisis of the ’20sThe rising trend of the Buy Now, Pay Later market: How credit unions can respondBanks and Credit Unions Must Break the Chains of Vendor ContractsRediscovering the value in financial education programs Follow Us:Our SiteSignup for our NewsletterInterested in becoming a sponsor?LinkedInContact Us Host: Joshua BarclayCo-Host: Becky ReedGuest: Scott Prior 
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