Thank you for sharing!

Your article was successfully shared with the contacts you provided.

A senior executive reported to a colleague that an employee who had transferred to her department had displayed the credit union movement’s motto of “People Helping People,” going above and beyond the member’s expectation when handling a mistake in his checkbook. The member felt that the stellar service he received, only carrying a modest average monthly balance, proved that the credit union employees served their members passionately and possessed a great deal of knowledge.

That’s exactly the point–it doesn’t matter how modest or large the balance, eventually all members need some type of financial planning. Whether it’s to work with an unexpected windfall, an early retirement package, the sale of property or being pro-active about saving for their golden years, it is important to treat everyone you meet with dignity and respect. You never know who knows your next boss, or who will be responsible for your next sale.

Complete your profile to continue reading and get FREE access to CUTimes.com, part of your ALM digital membership.

Your access to unlimited CUTimes.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical CUTimes.com information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including Law.com and GlobeSt.com.

Already have an account?


Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.

Already have an account? Sign In Now
Join Credit Union Times
Live Chat

Copyright © 2022 ALM Media Properties, LLC. All Rights Reserved.