California

A Strategy To Serve Members And Build Non-Interest Income

Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO also adds a new source of non-interest income. The CBC Insurance Agency has already surpassed its 100-policy milestone. The credit union now has plans to offer DMV registration services in-branch.

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How Bay Federal Sidesteps Cyber Threats

The phrase the more things change, the more they stay the same was coined in 1849 France, but it is applicable to cybersecurity at U.S. financial cooperatives in 2022. The methods attackers use are always changing says Richard Roark, senior vice president and chief technology officer at Bay Federal Credit Union ($1.6B, Capitola, CA). You

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Features

For Patelco, Growth Is The Icing On The Cupcake

A new shared location with a popular cupcake shop has reversed the credit union’s fortunes in San Ramon, CA, where one branch is now serving ...
Features

Mentoring Program Connects C-Suite Women With Young Black Professionals

A six-week, 1-to-1 mentoring program connects white women in senior leadership positions with up-and-coming black women in the credit union industry to open discussion around ...
Features

USC Credit Union Teams Up For Community Impact

The California cooperative and two for-profit banks together launched an emergency relief fund to support vulnerable businesses struggling amid a post-COVID environment.
Features

A Strategy To Serve Members And Build Non-Interest Income

Top-Level Takeaways CBC Federal Credit Union launched an insurance CUSO in August 2021 to provide members with money-saving options. As an added bonus, the CUSO ...
Features

How Bay Federal Sidesteps Cyber Threats

The phrase the more things change, the more they stay the same was coined in 1849 France, but it is applicable to cybersecurity at U.S. ...
Industry Insights

7 Ways To Help Members Stretch Their Dollars As Prices Surge

Inflation in the United States has reached a 40-year high. Food and gas prices have spiked. But credit unions are stepping in to help members ...
Features

Behind The Scenes Of Financial Inclusion At Travis Credit Union

Along with hosting its first Financial Inclusion Forums — intended to be an annual event — the California credit union is making efforts to provide ...
Features

Strategies To Encourage Military Members To Manage Money And Build Wealth

This Military Saves Month, check out how efforts within credit union land have earned three cooperatives the Designation of Savings Excellence.
Features

Organizational Structures And Today’s Credit Union: A View From The Top

Org charts reflect key responsibilities, but what do variations in top-level structures say about business strategies, compliance goals, CEO priorities, and more?
Features

It Takes More Than Convenience To Woo Credit Card Users

Credit card users today base their choice of credit card on more than four factors. Convenience is important, but so are rewards, data security, credit-building ...
What’s In A Name: Chief Efficiency Officer

What’s In A Name: Chief Efficiency Officer

Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn behind the scenes fixes into front line — and bottom-line — wins.

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Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

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