The CUInsight Network podcast: Branch strategy – LEVEL5

Featuring Kurt Klassen, Executive Vice President at LEVEL5

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Kurt Klassen, Executive Vice President at LEVEL5. Kurt shares his career journey that led him to his current role. The team at LEVEL 5 allows credit unions to think ahead, plan well, build smart, and grow. Kurt encourages listeners to embrace a bold vision and believes that every credit union team can reach its potential. LEVEL5 helps credit unions minimize risk while amplifying growth through branch development and redesign.

During our conversation, Kurt discusses how credit unions can develop a branch strategy. He shares insights about understanding your markets and evaluating your unique service delivery. Listen as Kurt talks about customizing your branch design and building an effective strategy to increase performance and opportunities for your credit union.

As we wrap up the episode, Kurt shares memories about being inspired by servant leadership, loving time near water, and visiting his favorite city in CA. Enjoy my conversation with Kurt Klassen!

Connect with Kurt:
Kurt Klassen, Executive Vice President at LEVEL5
Kurt: LinkedIn
LEVEL5: LinkedIn | Youtube 

Show notes from this episode:
What an amazing interview with Kurt! Check out all the exceptional work their team is doing over at LEVEL5 here.
Want to hear more from Kurt? Click here.
Shout-out: Simon Sinek
Place mentioned: Chicago, IL
Place mentioned: Colorado
Shout-out: Motista
Shout-out: Kurt’s kids
Foundation mentioned: L5 Foundation
Shout-out: RR Donnelley
Place mentioned: Atlanta, GA
Place mentioned: Texas
Place mentioned: San Diego, CA
Book mentioned: Will It Make The Boat Go Faster? by Ben Hunt-Davis and Harriet Beveridge
Book mentioned: Differentiate Or Die: Survival in Our Era of Killer Competition by Jack Trout and Steve Rivkin

In this episode:
[00:41] – Kurt Klassen originally dreamed of being a train engineer.
[03:04] – Kurt talks about it helping credit unions grow and being an extension of the team.
[05:29] – How can teams turn data into real insights? PART 1
[08:01] – How can teams turn data into real insights? PART 2
[10:22] – Kurt talks about intentional strategy execution.
[12:52] – What’s the key of customizing your approach to different market areas?
[15:23] – How can teams understand branch design?
[17:59] – Kurt shares how brands truly highlight their unique experience.
[19:52] – How do teams build trust with their community in a branch environment?
[22:25] – What’s next for Kurt?
[25:12] – Is there a way to get to the market faster with less burden?
[27:30] – Kurt talks about servant leadership and investing in the success of others.
[29:22] – Kurt says he has plenty of happy memories from visiting this city.
[31:35] – Kurt reflects on what he’d do differently earlier in his career for a better blend of work and life.
[33:09] – Let’s be bold enough to reach higher.

Lauren Culp

Lauren Culp

Lauren Culp is the President & CEO at She leads the growing team at CUInsight, works with organizations serving credit unions to maximize their brand and exposure, connects with ... Web: Details