Legal scrutiny against financial institutions relating to overdraft practices and disclosures is on the rise, according to industry sources. In some cases, attorneys have used websites and social media platforms to target consumers who have [...]
I remember when I first started as a teller and my new face automatically translated to; CAUTION! NEW! SHE KNOWS NOTHING! I was pretty sure after my first few weeks that I was wearing some [...]
A long time ago in the land of Financial Bliss where money is never a problem, there was a new CEO who felt undervalued because his base pay was not at the midpoint of the [...]
This summer, my company will celebrate 18 years in business! During that time, we’ve worked with 87 credit unions in 10 states, and I’ve seen, heard, and overheard countless stories about managers and [...]
“Is it safe?” If you’ve ever seen the movie Marathon Man starring Dustin Hoffman and Laurence Olivier, you know just how scary this question can be. It can be a scary question for your [...]
The U.S. payments industry is experiencing a turning point in the adoption of contactless EMV. According to Mastercard, nearly 800,000 unique merchant locations were contactless-enabled in 2017. By the end of 2019, the [...]
Have your eyes been opened to the CUNA-led campaign Open Your Eyes to a Credit Union®? Whether your answer is ‘yes’ or ‘no’ I think there’s a lot all of us can learn about [...]
It’s only April, but this is crunch time when it comes to all of the activity that will be happening over the next few months. That’s why it’s a great time to [...]
People HATE to be sold but they LOVE to be charmed. Answering my phone on the drive into North Carolina on another icy day, the panic in my wife’s voice was apparent as she [...]
Two of the top NCUA compliance priorities this year are the Bank Secrecy Act’s Beneficial Ownership regulations and the HMDA (Home Mortgage Disclosure Act) Fair Lending rules. These are two of the topics addressed [...]
Credit unions are rewarding places to work—they benefit members, staff, and their communities. But if you want to feel more satisfied with the great work you’re doing at your credit union and take [...]
As technology becomes more sophisticated and continues to influence the way organizations conduct business, the need for efficient and dependable watch list screening increases exponentially. For those caught dealing with a blocked entity on the [...]
We’ve been literally coast to coast, and from the far North to the deep South over the past few months working with credit union leaders. These leaders come from all levels from head tellers [...]
For far too long credit unions have owned 8% of the market or less nationally. We are too good to be satisfied with that outcome. Real transformations are needed and must start with the planning [...]
The more you can engage your employees, the more straight-forward it is to achieve results. Engaged employees are present emotionally, physically, and psychologically. Their creativity and enthusiasm further your credit union’s mission. They help [...]
