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.

Resources

• CU Fight Fraud Dashboard
• Credit Unions and DeFi: A Financial Renaissance

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Calling 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 base
• The perception and impact of leadership development
• How the mission of your credit union affects employee retention.

The fun all starts when you press play.

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Calling 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 debate
• The criticality of onboarding tech talent
• Opinions on a credit union hit-piece
• Remaining human in an automation-driven world

The fun starts when you press play.

A BIG THANKS TO OUR SPONSOR, CREDIT UNIONS FIRST

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Calling 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.

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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.

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 members
• Approaches to reduce Call Center turnover rates
• Traits that hinder leadership effectiveness
• Methods to mitigate cyber-attacks

The 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 saboteurs
• Data Breaches Are More Expensive … And The Costs Are Growing

The 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 Us

• Follow us on LinkedIn
• Visit our site
• Signup 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.

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 partner
• Measures for mitigating the risks of rising auto loan defaults
• Credit Union marketing pain points (Note: We’ve got eight)
• Improving employee experience and reducing turnover

Resources:

• Delinquency rates at highest level in almost 30 years
• Why Headwinds from Deteriorating Auto Loans Will Whip Credit Unions in 2024
• Credit Unions' Share of Auto Loans Slips
• Five Bank and Credit Union Marketing Pain Points to Address in 2024

The 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 Us

• Follow us on LinkedIn
• Visit our site
• Signup 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.

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 metrics
• The real reason members come to the branch
• Enhancing frontline capabilities

The real fun starts whenever you press play.

Alternatively, you can read the full transcript on our site .

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Visit our site

Signup 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 Resources

Where Investors Are Finding Returns in a World of Yield

More than 60% of Americans are living paycheck to paycheck.

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Host: Joshua Barclay

Co-Host: Becky Reed

Guest: Doug Duong