Human Resources

Employee Incentives

By Marc Rapport | Sept. 28, 2020

Employees can bring their kindergarten through eighth grade students to work at the credit union’s headquarters.

By Callahan & Associates, Inc. | Aug. 20, 2020

Join BCU's ($4B, Vernon Hills, IL) senior manager, talent acquisition and culture development and director, talent management as they discuss how their credit union rapidly shifted to remote hiring and learning.

By Callahan & Associates, Inc. | Dec. 4, 2019

Join Callahan & Associates and Travis Flora, culture and values officer for Commonwealth Credit Union, for a discussion about how to ensure staff members fully adopt a new culture and continue to embrace it as the organization matures.


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By Phylicia Atkins | Oct. 14, 2019

A happy, motivated workforce presents operational as well as member-facing benefits.

By Callahan & Associates | Aug. 30, 2018

Katy Slater, senior vice president for Callahan & Associates, explores the questions credit unions need to ask about their culture as well as ideas to build a culture that empowers employees and ensures mission flourishes from the bottom-up.

By Callahan & Associates | May 3, 2018

Learn how HR departments are combining wages, bonuses, and retirement with telecommuting, quiet rooms, and family leave to build attractive benefits packages.

By Callahan & Associates | Jan. 10, 2018

Callahan & Associates and Marsha Falkenburg, AVP of people development at Grow Financial Federal Credit Union, discuss how the Florida Cooperative created an in-house program that builds leadership skills and retains ambitious employees.

By Erik Payne | June 12, 2017

Power Financial ditched its employee incentive program in 2015 to improve the lives of its employees and members.

By Rebecca Wessler | June 12, 2017

Five can't-miss data points featured this week on

By Sharon Simpson | Sept. 4, 2016

How an Iowa credit union took employee appreciation to the next level.

By Marc Rapport | Aug. 15, 2016

Patriot Federal Credit Union has replaced annual reviews with quarterly coaching sessions that focus on value and values.

By Stephanie Clark | June 13, 2016

What metrics should human resource professionals use to measure employee and credit union performance?

By Aaron Pugh | Nov. 4, 2015

What do mountains, frisbees, and barbecue competitions all have to do with credit unions?

By Aaron Pugh | July 20, 2015

A broad contribution scope, standardized rewards, and sales-averse employee strategies have paid dividends for these Western credit unions.

By Erik Payne | July 20, 2015

Transparency and an objective salary scale encourages top performance from staff at Local Government FCU.

By Rebecca Wessler | July 20, 2015

Engaged employees are more productive and innovative. More importantly, they're more pleasant to work around.

By Janet Lee | May 18, 2015

Millennials and new organizational structures are shaping the credit union industry for today and tomorrow.

By Rebecca Wessler | May 15, 2015

Susan Makris, senior vice president and chief human resources officer at Patelco Credit Union, explains the importance of leadership style and culture within a growing credit union.

By Erik Payne | April 19, 2015

Real comments from online review sites can help credit unions address dead zones in their application approval process, reduce the burden in employee reporting, and serve members whose schedules and preferences conflict with the institution’s service delivery strategy.

Anatomy Of BECU

By Aaron Pugh | April 14, 2015

The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.

You can have a member-focused staff while increasing sales and growing fee-income opportunities through technology.

By CO-OP Financial Services | Feb. 23, 2015

A change of scenery can do you — and your organization — plenty of good. Here’s why quality time out of the office pays off.

By Marc Rapport | Feb. 9, 2015

How NorthCountry FCU maximizes its investment in employees, members, and community.

By Aaron Pugh | Jan. 22, 2015

Employees have numerous reasons for jumping ship. Here’s how to mitigate those grievances.

By Aaron Pugh | Jan. 19, 2015

ESL Federal Credit Union is living proof that you get back what you put in, but you don’t have to break the bank doing it.

By Callahan & Associates | Jan. 5, 2015

Real comments from online review sites can help credit unions refine their employee development, defuse member conflicts, and understand how to become more than a business.

By Callahan & Associates, Inc. | Dec. 22, 2014

Educators Credit Union discusses the Leadership Educators internal training program.

By Callahan & Associates, Inc. | Dec. 22, 2014

Educators Credit Union discusses the strategy and results behind a training program that creates an internal ladder to leadership.

By Erik Payne | Dec. 22, 2014

These nine strategies and takeaways from non-traditional competitors offer inspiration for 2015.

By Drew Grossman | Dec. 4, 2014

Tower provides health screenings, flu shots, and workout classes through its Wealth of Wellness program.

By Aaron Pugh | Nov. 24, 2014

The line between fun and meaningful is a moving target, but these two credit unions have some golden rules that help them hit the bull’s-eye every time.

By Drew Grossman | Nov. 14, 2014

A green building and great fitness perks make First Green Bank of Mount Dora, FL the best financial institution on 2014’s list.

By Rebecca Wessler | Oct. 13, 2014

How the right mix of staffing, incentives, and process improvements at NavyArmy buoy this seaside institution’s bottom line.

By Erik Payne | Oct. 6, 2014

How Member One FCU ties in the humanities with its financial services strategy.

By Callahan & Associates | Oct. 6, 2014

Comments from online review sites help credit unions refine their benefits strategy, enhance their operational policies, and create an outstanding service culture.

By Erik Payne | Oct. 1, 2014

This Virginia-based cooperative powerhouse dishes out key lessons in leadership, culture, adaptability, and the value of strategic aggression.

By Catherine Siskos | Aug. 11, 2014

Three companies with a reputation for treating customers right spill their secrets for delivering good service.

By Rebecca Wessler | Aug. 3, 2014

The ANATOMY series is a quarterly, multi-feature profile that explores the strategies and analyzes the performance of an exemplary credit union.

By Erik Payne | Aug. 1, 2014

Kimmie K's new mobile game shows how positive reinforcement and established expertise can make a mark on the public's psyche.

By Aaron Pugh | July 21, 2014

How Langley FCU encourages communication and collaboration between departments to create shared, trackable definitions of success.

By Erik Payne | June 27, 2014

Now at a turning point in its history, MECU looks back at a transformation that has been 20 years in the making.

By Sharon Simpson | June 23, 2014

Fostering communication across departments requires transparency, teamwork, and small groups of volunteers.

By Leigh Anne Terry | June 23, 2014

At Suncoast Credit Union, concise competencies steer employees toward success.

By Aaron Pugh | June 23, 2014

Surrounded by companies with generous benefits, Redstone leveraged an on-site clinic to attract talent and cut medical costs.

By Janet Lee | June 23, 2014

A growing credit union workforce comes with a higher price tag for staff turnover.

By Catherine Siskos | June 23, 2014

Like any valuable resource, employees need nurturing for an organization to thrive.

By Erik Payne | June 18, 2014

The company’s tuition assistance program offers ideas for credit unions that want to do something similar.

By Drew Grossman | March 17, 2014

How MECU doubled its assets while holding staffing expenses steady.

By Drew Grossman | Jan. 28, 2014

Amanda Koester talks about Heritage Federal's strategy for meeting goals in its branches.

By Callahan & Associates | Jan. 16, 2014

John Janclaes, chief executive at Partners Credit Union, speaks with Callahan & Associates in our newest webinar to discuss how he develops future leaders inside the credit union.

By Aaron Pugh | Jan. 13, 2014

Ongoing investments in processes, people, and technology ensure Heritage’s trip to the top is a one-way ticket.

By Aaron Pugh | Jan. 13, 2014

Heritage didn’t fully hit its stride until employees learned to step out from behind the teller line and executives broke free of the corner office.

A Gang Of Three

By Aaron Pugh | Oct. 7, 2013

When it comes to outbound calling, you don’t need an army to fuel amazing loan growth, just a few key players.

By Aaron Pugh | Sept. 2, 2013

Credit unions are finding a middle ground between being large enough to scale and nimble enough to maneuver.

By Erik Payne | Aug. 22, 2013

Why workers are unproductive and what credit unions can do to boost employee productivity.

By Aaron Pugh | Aug. 5, 2013

A Florida credit union works with other local credit unions to spin off far-flung branches gained through a merger.

By Sharon Simpson | July 22, 2013

Prepare staff for the possibility of a merger to ease fears when it happens.

By Catherine Siskos | July 1, 2013

Teaching employees about credit union finances is turning clock-punchers into business-thinkers at this Montana cooperative.

By | June 28, 2013

Learn how one credit union’s partnership efforts between marketing and training have resulted in a culture of whole life learning that benefits employees and members alike.

By Aaron Pugh | Jan. 7, 2013

Upper Cumberland increases loan generation by tearing down departmental silos.

By Catherine Siskos | Jan. 7, 2013

Credit unions hold their own in rankings of best places to work by rewarding and recognizing employees.

By Catherine Siskos | Jan. 7, 2013

Programs that encourage professional development and employee well-being benefit staff members and credit unions alike.

By Aaron Pugh | Dec. 31, 2012

Element Federal has lessons for all credit unions when it comes to innovation.

By Aaron Pugh | Oct. 29, 2012

The contact center can become a powerhouse of loan activity with the right sales strategy.

By Bailey Reutzel | June 25, 2012

Saving members money through refinance challenges has become a trackable industry trend that grows loan portfolios.

By Rebecca McClay | June 4, 2012

In an increasingly competitive hiring market, more credit unions are emphasizing incentivized pay.

By Rebecca Wessler | June 4, 2012

Spokane Teachers Credit Union supports its employees in myriad ways, and they in turn nurture member relationships.

By Aaron Pugh | May 2, 2012

Can more flexibility in management styles and employee responsibilities benefit credit unions?

By Rebecca Wessler | April 10, 2012

There's no place like Spokane, WA when it comes to markets that are favorable toward credit unions.

By Rebecca Wessler | Feb. 22, 2012

Look to Veridian for a standout example of leadership and engagement.

By Rebecca McClay | Dec. 19, 2011

The New York-based credit union has an “aggressive” incentive program that Brenda Carhart, senior vice president of lending for Empower, says has paid off.

By Aaron Pugh | Oct. 1, 2011

Front-line representatives aren't just the first point-of-contact for members; they also play a key role in creating efficiencies.

By Callahan & Associates | April 1, 2011

Whether casting a wide net of focusing on specialization, CUSOs use a variety of tactics to meet their staffing needs.

By Callahan & Associates | April 1, 2011

Understanding how to manage incentive programs creates smoother CUSO operations.

By Brooke C. Stoddard | April 1, 2011

A disconnect between credit union perception and credit union reality requires creative solutions.

By Lydia Cole | Feb. 21, 2011

Determining the performance of retail investment programs enables credit unions to improve value to members and the bottom line.

By Aaron Pugh | Feb. 3, 2011

Ten leaders in annualized salary and benefits per full-time employee.

By Thomas Cullen | Jan. 10, 2011

Organizational strength and flexibility help ease the fears of first-time homebuyers.

By | Nov. 9, 2010

Brad Roteman describes the qualites of a good leader and employee.

By | Oct. 20, 2010

Brad Roteman offers insight on the sucess of Healthcare Systems Federal Credit Union's sales culture.

By | Oct. 7, 2010

Brad Roteman offers insight on how to succeed in spite of challenges.

By Brooke C. Stoddard | Oct. 1, 2010

Members "First" Community Credit Union's community work, good products, and products-per-member ratio contribute to its healthy numbers.

By Aaron Pugh | July 1, 2010

Credit unions of all sizes must balance financial responsibility with rewards for executive talent, drawing in new leaders while keeping industry pioneers within the fold.

By Callahan & Associates | July 1, 2010

Credit unions recruiting top talent from for-profit financial institutions are taking a fresh look at their executive compensation packages.

By Callahan & Associates | July 1, 2010

Long-term retention of top executives helps credit unions avoid the scramble of leadership recruitment.

By Rebecca Wessler | April 6, 2010

A financial education strategy and smooth processes help this large credit union succeed. Take an in-depth look at its strategy.

By Lydia Cole | March 30, 2010

How do you calculate the cost of call center agent attrition?

By Lydia Cole | March 15, 2010

What will this $5 billion credit union look like? We explore financial, operational, and member metrics.

Compensation increases among credit union executives reflect changes in the economy.

By Rebecca Wessler | Jan. 1, 2010

Tyndall's performance-based culture maximizes efficiency and incentivizes employees.

By Rebecca Wessler | Jan. 1, 2010

Anheuser-Busch Employees Credit Union raises expense awareness and increases profitability.

By Callahan & Associates | Oct. 1, 2009

To handle call volume and provide the best service, Northwest Federal Credit Union has a strong call center structuce and incentive program in place for employees.

By Callahan & Associates | Oct. 1, 2009

With a suggestion from their Board of Directors to focus on efficiency, sales, and service, executives at Wings Financial Federal Credit Union sat down to discuss the best way to improve the performance of their contact center.

By Chip Filson | Aug. 3, 2009

Disclosing executive salaries is not a regulatory issue; rather, it can be a marketplace advantage. Keeping compensation private only suggests that credit unions have something to hide.

By Brooke C. Stoddard | July 1, 2009

Listerhill Credit Union does not miss a beat in getting back to serving members after NCUA's decision.

By Leigh Anne Terry | April 13, 2009

Credit union employees work hard, and incentive programs allow credit unions to remain competitive with other financial institutions. However, these programs need to be properly directed.

By Callahan & Associates | Oct. 1, 2008

Four credit union executives give their perspective on how they are making decisions in 2008 based on delivery channels, managing staff, and investments in the coming year.

By Lydia Cole | Sept. 15, 2008

Credit unions with retail investment programs are experiencing growth through referrals both to and from the credit union. While most programs are tracking referral activity from the credit union to the investment services program, only about one-third are tracking referrals from the investment program back to credit union products and services.

By Kathleen Peterson | Aug. 18, 2008

Turnover in the call center is very much like a fuel leak - only the fuel that is leaking is talent. The impact areas to your operation are multiple, significant, and costly.

By | July 14, 2008

Learn how your credit union can continue to provide valued pension plans under the reforms of The Pension Protection Act of 2006 (PPA).

Retirement benefits are as important to your top executives as their salary—but funding these in a way that satisfies both the executive’s needs and the credit union’s can be a challenge, especially with the limits placed on 401(k) contributions and the cost of employer-sponsored retirement plans. So credit unions are being forced to find creative solutions to the executive benefits dilemma.

Retirement benefits are highly valued in employee surveys, often ranking second only to health benefits.

How one credit union replaced 27 separate incentive plans with Stakeholders and experienced double-digit growth.

By Pete Snyder | Oct. 1, 2007

Credit unions have a new opportunity to benchmark their Retail Investment Program performance and productivity.

By Leigh Anne Terry | Aug. 13, 2007

Saying that we don’t want the youthful idealism and the technological skills characteristic of the current crop of potential new hires is obviously an attempt at humor. Right? RIGHT?!?!

By Nick Connors | June 18, 2007

Tyndall FCU’s performance-based culture has resulted in a dramatic increase in sales productivity, teller transitions and a $1 million cost savings in less than two years.

By Chip Filson | May 28, 2007

Take a look at different credit union approaches to executive compensation disclosures. The ultimate goal of disclosure is to sustain members’ trust with the credit union.

By Chip Filson | May 21, 2007

Disclosing executive salaries is not a regulatory issue; rather, it can be a marketplace advantage. Keeping compensation private only suggests that credit unions have something to hide.

By Bucky Sebastian | Dec. 4, 2006

Credit unions are made by employees who could sell their skills for higher salaries, but who believe it is important to devote their careers to helping individuals.

More to Give

By Chip Filson | Dec. 4, 2006

Do corporate executives, provided they stay within the law, have responsibilities in their business activities other than to make as much money for their stockholders as possible?

By Leigh Anne Terry | Oct. 30, 2006

Michigan State University FCU has happy members and a familial employee atmosphere – but no bonuses or sales incentives.

By Sydney Mathis | April 17, 2006

Eastern Financial Florida Credit Union took a positive step towards creating an environment of exceptional member service when they began to focus on their largest asset, their employees.

By Sydney Mathis | April 3, 2006

Staff expenses are the single largest cost category for credit unions. The costs, however, may be greater than you think.

By Appoorva Saxena | March 27, 2006

This is the second article of a 3-part series on employment trends and statistics focusing on headcount, salaries & benefits and productivity in the credit union industry from December 2000 to December 2005.

By Tom Geggel | Oct. 31, 2005

The net spread per employee ratio is a productivity measure that portrays a wide array of business models among credit unions over $1 billion in assets.

By Sara Wolfe | Aug. 22, 2005

In Part 2 of this series we explore the performance of credit unions with incentive programs. Is there a correlation between staff incentives and operational results?