23 min

The Future of Credit Unions Post-Pandemic Financial Tea in the Morning

    • Self-Improvement

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
 

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
 

23 min