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SAN DIEGO – Atlantic Credit Union recently took home the MEMBERS Financial Services Program of the Year accolade. The $290 million Newtown, Pa.-based credit union was recognized at CUNA Mutual Group’s annual MEMBERS Financial Services Users meeting held here last week. Atlantic’s “vision and strategy not only address the current state of financial services but also positions the credit union for the future direction of financial services,” said David Hunter, CUNA Mutual member services officer. Atlantic increased the assets under management in its MEMBERS Financial program from $62.6 million in 2003 to $77.5 million in 2004. It also generated nearly $600,000 in revenue from the program last year. Hunter said the CU’s program’s success hinged on it having three reps to serve higher net worth and middle-income members; a marketing program geared towards education and dividend payouts; a staff that has recognized that members who have a relationship with the program also have higher loan and share balances; and a commitment from executive leadership, the board of directors and front-line staff. “It’s an honor to be singled out for this recognition. I want to thank the Atlantic staff who worked with CUNA Mutual’s MEMBERS Financial Services account team to tirelessly promote this program to our members every day,” said Bob Edmondson, president/CEO of Atlantic Credit Union. “Integrated resources and a sense of real teamwork and shared objectives are what make our program so successful. That has always been the secret to our success.” More than 450 credit unions nationwide utilize the MEMBERS Financial Services program in delivering personal financial management analysis and retirement/estate planning, mutual funds, securities and annuities, in addition to long-term care and various life insurance options.

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