SAN BERNARDINO, Calif. -- Forty credit union professionals turned out for Members Business Services' first user group meeting.
Larry Sharp, president/CEO of $1 billion Arrowhead Credit Union, opened the daylong event with an overview on the evolution of the business banking relationship. This was followed by topics on remote and merchant capture and new enhancements from Precision Computer Systems, a business banking technology provider. The event also included breakout sessions on broker relationships, marketing ideas, SBA training, checking account analysis, business development and branch sales.
"The breakout sessions and the panel discussion were great for our clients to talk about what works, sharing information so that each credit union does not have to reinvent the wheel," said Denise Mattice, MBS senior vice president/chief administrative officer. "Each credit union has a different level of experience with commercial relationships, we are pleased to be able to bring each of the credit union's strengths to the table and share with the group."
The final speaker was Sylvia Fath, vice president-business services from the California Credit Union League, who spoke about the strategic positioning of business accounts. Credit unions that attended the meeting included Arrowhead, SCE FCU, USA Federal CU, Point Loma CU, AltaOne FCU, Coast Hills FCU, Eagle Community CU and Meriwest CU.
Mattice said MBS is looking forward to taking the suggestions from this year's meeting and integrating them into next year's agenda.
Founded in 2003 by Arrowhead, MBS is owned by Arrowhead, USA FCU, SCE FCU, First Financial CU and what was then known as the California/Nevada Credit Union League.