After kicking off his career in the investment industry, Brian Melter began expanding his financial services skill set into the areas of digital, marketing and operations. He eventually landed in his current role of chief experience officer at Landmark Credit Union, a $6.5 billion institution based in Brookfield, Wis., just outside of Milwaukee.
On this episode of "Shared Accounts With CU Times," Melter shares what member experience means to him and why it's more important now than ever. We also recognize two recent and upcoming holidays in the world of financial services – National Senior Fraud Awareness Day (May 15) and National Financial Literacy Month (April) – by asking Melter how Landmark CU is tackling these important topics. He breaks down the "Four Ps" of senior fraud, discusses the role technology plays in fraud schemes and describes how his credit union is ensuring its oldest members don't become victims of fraud.
Melter also details why building trust with members is critical to a successful financial wellness journey, and presents his top three money management tips for young consumers. (Note: The advice he shares with us is the same advice he offers to his 15-year-old daughter, so we know it's top-notch.)
And, be sure to listen all the way to the end to find out how well Melter, a Wisconsin native, knows his home state – we close out this episode with a rapid-fire round of Wisconsin-theme trivia!
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Michael Ogden
Editor-in-Chief at CU Times. To connect, email at [email protected]. As Editor-in-Chief of CU Times since 2016, Michael Ogden has led the editorial team in all aspects of content strategy and execution, including the creation of the publication’s exclusive and proprietary research database of the credit union industry’s economic landscape. Under Michael’s leadership, CU Times has successfully shifted to an all-digital editorial product with new focuses on the payments, fraud, lending and regulatory beats. Most recently, he introduced a data-focused editorial product for subscribers that breaks down credit union issues into hard data, allowing for a deeper and more factual narrative for readers. In 2024, he launched the "Shared Accounts With CU Times" podcast, which offers a fresh, inside-the-newsroom perspective through interviews with leaders from the credit union industry and the regulatory world. He dives into pressing credit union issues, while revealing the personalities working behind-the-scenes to push the credit union world forward. His background includes years as a radio and TV anchor/reporter and a public relations and digital/social media manager, where he covered the food and music industries, as well as cooperatives and credit unions. Over the years, he has launched numerous exclusive video and podcast series, including a successful series of interactive backstage interviews with musicians at music festivals, showcasing his social media and live streaming production skills.
