Leaders in Lending | Ep. 88: Strategic community investments by credit unions
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Many credit unions offer traditionally underserved members an advantage in not just banking, but financial planning. One crucial asset they can offer is financial education, providing not only a way to manage their money but also a way to achieve their financial goals.
In this episode Charlotte Nemec, President and CEO Canopy Credit Union, talks about what community means to a credit union, and how an investment in members helped to grow their lending portfolio.
Join us as Jeff and Charlotte discuss:
- Why HR is more than a sub-function in an organization
- Technology fixes and staffing changes that can help expedite limited time marketing campaigns to bring more members in
- A bold prediction for the future
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