Can a banker successfully transition into a senior role in a credit union?
Can a credit union deploy a financial wellness initiative that also works as a competitive edge in marketing?
Kevin Miller, CEO of $5.7 billion Travis Credit Union in Northern California, is on the show today and he is guilty of that banking background but he has logged 4+ years as Travis CEO.
And he also strongly believes that not only are financial wellness initiatives a key part of a credit union’s doing good in its communities, they also are a competitive edge against both mega banks and community banks.
As for Miller’s past work experience, he logged 4+ years at regional bank TCF as EVP of retail banking, 2 years at Santander, 4 years at BMO, and 6 years at Bank of America. A stint at a fintech rounded out his background.
In the show he explains why he jumped into a credit union and why hiring bankers is good business for a credit union.
