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Leaders in Lending
Leaders in Lending

How a $4.5B Credit Union Maintains a Direct Line to Members

33 min•22 februari 2023

Om avsnittet

Credit Unions are already known for their personal service, but what happens when you double or triple in size. Does bigger need to mean less personal?

Recently named American Bankers Credit Union Executive of the Year, Bruce Foulke, CEO & President ofAmerican Heritage Federal Credit Union, spoke with our host, Jeff Keltner, about retaining personalized service during times of growth.

Join us as Jeff and Bruce discuss:
  • Foulke’s experience through 55 credit union mergers
  • Maintaining a direct line to the members (even as a CEO)
  • American Heritage’s employees’ charitable work and Foulke’s efforts to assist Ukraine
Want to learn more about how Upstart partners with credit unions? Check out this case study mentioned in the episode.

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