The questions that need to be answered for a lot of credit union executives: What do members truly want and need from our branches? And are we giving it to them?

In February, we are talking about credit union branches and the shifts in member behavior at the branch level.

In this episode of Shared Accounts With CU Times, I'm joined by Jim Potter, a credit union veteran and newly-minted VP of Retail Banking at the Lawrence, Mass.-based Merrimack Valley Credit Union. Potter's experience and focus on the retail branch experience has led to numerous successes over the years. In today's post-COVID world, Potter talks about his vision for the branch future and shares strategies all credit union leaders should consider.

Potter explains this and more, all in a lovable Massachusetts accent. He's wicked smaht!


Looking for more data-driven analysis of important credit union topics? Credit Union Times Executive Briefing is a must-read for credit union executives and those rising through the ranks of the credit union industry. It contains exclusive analysis on the biggest issues impacting credit union leaders PLUS our editors' recommended reads and thoughts on important issues on the CU horizon. Delivered in one monthly email – giving you access to the data and insights you need to grow your business and better serve your members in this ever-changing industry. Subscribe today!

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

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.