Moshier Makes Her Mark Across the Industry
- Trailblazer Award winner is active nationally in credit union IT leadership.
- Heather Moshier led numerous initiatives and championed multiple member-facing and back office projects at San Diego County CU.
- She credits collegial relationships in the industry and at her credit union for progress they’ve made.
Heather Moshier works for the benefit of her credit union’s members out front and behind the scenes, and, as if she had time to spare, has become a respected member of the nationwide network of CU technology managers.
"Technology is moving more rapidly now than even over the past few years," she said. "The cost has decreased and there are a lot more choices available. However, there are new players entering the market every day. It’s important to do your due diligence when selecting new technology partners."
One of the vendor executives she’s long kept an eye on, recently retired Symitar President Kathy Hooker Burress, said of Moshier: "When I formed the first Symitar Advisory Board in 2005, Heather was one of the members I picked to help me. In every instance, I’ve found her to be a true leader, someone with vision who makes sound decisions after careful analysis of all the variables."
"Technology is a great tool for implementing efficiencies," Moshier said. "Members have busy lifestyles and they want to perform their transactions in an expedited manner. If we have good technology available for our front-line staff, members can perform their transactions, whether that’s applying for a loan or cashing a check, in a minimum amount of time."
And, since it all comes back to serving members, Moshier said, she’s quick to point out that a recent independent study of her credit union’s branch operations found "they operate very efficiently, which enables our front-line staff to have more time to discuss products and services with our members."
And it all happens according to plan, as well–a five-year strategic technology plan that Moshier and other senior managers use to work together with stakeholders throughout the organization as they plot the credit union’s future growth.
It’s happening in phases, with the first phase a review of all software applications, adequacy of infrastructure and systems, technology spending and staffing, including organizational structure and assessment of IT skill sets.