Client Stories
Client Story with the Bank of New Albany
Download PDF The Bank of New Albany was founded in 1896 in New Albany, Mississippi. Today, it has more than $750 million in assets and eight branches. It also has an A rating by Weiss Bank Ratings Service and has been recognized as one of the leading community banks in the nation by Seifried and…
Read MoreClient Story with Greater New Orleans Federal Credit Union
Download PDF Greater New Orleans Federal Credit Union was originally chartered in 1935. It was organized by employees of the New Orleans Bell Telephone Employees Federal Credit Union but now it serves six parishes and has $163 million in assets. We were fortunate enough to sit down with President and CEO Shelley Sanders and Chief…
Read MoreClient Story with Marquette Savings Bank
Download PDF Marquette Savings Bank has been in business in and around Erie, Pennsylvania for 115 years, with $1.2 billion assets under management. We had a chance to sit down with Senior Vice President of Deposit Operations Lisa Lopez and AVP and Retail Project Manager Madelynn Delgado to talk about their experience implementing a new…
Read MoreClient Story with Cornerstone Bank
Download PDF Recently we had the pleasure to sit down with Executive Vice-President of Retail Banking Altaf Ahmed and Vice-President and Retail Sales Manager Mark Lussier for Cornerstone Bank. The bank’s headquarters is in Worcester, Massachusetts, and it operates 10 branches across central Massachusetts. Cornerstone was formed in 2017 when two mutual banks that had…
Read MoreClient Story with Heritage Bank
Download PDF Recently we were fortunate to be able to sit down with Teresa Dean, Senior Vice- President of Branch Banking Administration for Heritage Bank. The bank’s headquarters in in Olympia, Washington, and it has 50 branches in Washington, Oregon, and Idaho. Heritage has roots that go back to 1927, making it a few years…
Read MoreClient Story with Texas Bay Credit Union
Download PDF Texas Bay Credit Union started 87 years ago, built by local people to help local people. It arrived a few decades after the oil industry started to build the beginnings of modern Houston, and a couple decades after today’s Rice University opened its doors. Texas Bay’s original roots are the Houston Sinclair Refinery…
Read MoreRenasant Bank and StrategyCorps – Trusted Alliance
Download PDF Evolutionary thinking breeds success. Growth, determination to succeed, resilience, and forward thinking minds best embody Renasant. In this, creating an environment to lead, direct, and compliment others recommendations while providing positive solutions have made the success between Renasant and StrategyCorps a story worth telling. Pick a Partner, Not a Vendor Renasant’s history…
Read MoreClient Story with OceanAir Federal Credit Union
Download as a PDF While most financial institutions are grappling to secure deposits in these times, CBC Federal Credit Union, situated in Oxnard, California, faces an unusual yet rewarding challenge – it has a surplus of new share certificate (CD) requests from across the country. CBC upped its CD rates to attract new members and,…
Read MoreClient Story with John Kenjar, US Eagle: Implementing a Subscription Model to Bolster Value
John Kenjar, has been the VP Marketing & Community Outreach at US Eagle FCU in Albuquerque, New Mexico since 2018, where he’s earned Winner 2021 CUNA Marketing Professional of the Year, and also Winner 2021 CUNA Marketing Strategy of the Year. We had a chance to sit down and talk about some of the…
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