Employee roundtables at Orange County’s Credit Union encourage learning and accountability

The credit union’s quarterly MSR-only events facilitate peer-to-peer learning, best-practice sharing, and network building.

In January, Orange County’s Credit Union ($1.6B, Santa Ana, CA) brought together 40 employees for a good ol’ gab fest. The roundtable meeting was the first in a new quarterly gathering of member service representatives designed to facilitate peer-to-peer learning, best-practice sharing, and network building, says assistant vice president and regional branch manager Azul Sanchez.

The roundtables, which take place at Orange County’s headquarters, each cover a different topic. Branch managers select one rep from each of the credit union’s four MSR levels to attend the three-hour interactive meeting, and MSRs complete pre- and post-event assessments to demonstrate what they’ve learned.

Here, Sanchez discusses the program’s design, her inspiration behind these roundtables, and lessons she’s learned along the way.

 

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