I have a confession to make: I joined my credit union just a few months ago. Don’t look at me like that, I’ve been with a community bank my whole life. Unfortunately, my community bank has recently been acquired by a not-so-community bank and I’m not loving it. All that to say that when the opportunity arose, I was more than ready to switch my account over to my neighborhood credit union.
Well, this year the annual meeting rolled around. After two years of helping put together annual reports, I thought it would be a great opportunity to see what the meeting is really like. I’ll be honest, I lured my husband with promises of barbecue and mac ‘n’ cheese, and we were both expecting a long, boring event full of people who love the sound of their own voices.
We arrived and were greeted at the door by the CEO and the branch manager. A teller that I’d only met once hugged me and thanked me for coming. Yeah, I felt like a total rock star. Then I picked up my swag (a branded multi-tool complete with interchangeable screwdriver heads, flashlight and a tape measure – it’s awesome) and grabbed my dinner.
The CEO prompted everyone to go back for seconds, then the meeting started. The CEO spoke, the board chairman spoke, volunteers were thanked and the new board members were voted in. Now maybe I’m a meeting geek, but I really enjoyed it. Everything flowed quickly and easily and everyone who spoke was a perfect combination of concise and engaged. I was surprised when I looked over and saw my husband on his phone, but upon further inspection, he was downloading the mobile banking app the CEO had just mentioned.
The final portion of the evening was dedicated to awarding a few attendees by random drawing. The seventh winner was an older woman who looked so happy to have won, and the eighth winner was her husband! I have no idea who this couple was, but that was my favorite portion of the evening.
The tenth winner was my own husband, and when he stepped forward to claim his prize, the board chairman identified him as one of the credit union’s newest members. It’s a little thing, but I really appreciated that he felt confident enough to call that out because he knows everyone else.
After the meeting, my husband cornered the CEO and has lined up three new accounts that he wants to open in the next few months. I couldn’t even get him to register for online banking previously!
We say a lot that credit unions treat you like a member and an owner, not just a number, but I really experienced it at the meeting. More importantly, my husband, a stereotypical millennial, did too.
And the barbecue was amazing.
Karen Dover has outcome-driven experience in management, training and project development. On the behalf of clients at Your Marketing Co., her primary focus is on helping move people and projects toward their desired performance results.