Workers Credit Union is pleased to announce that its PlanIt branch design earned the title of “Best of Show” in the Operations and Member Experience category by the Credit Union National Association (CUNA) Operations & Member Experience Council. The Operations & Member Experience award category recognizes organizations who have facilitated unique, innovative, or otherwise outstanding approaches to member service at their credit unions.
“This award is validation of our commitment to invest in both people and technology to better serve our members and advance their financial well-being,” says Workers Credit Union Chief Banking Officer Peter Rice.
Workers Credit Union’s PlanIt locations are designed to provide personalized, judgement-free, financial education and coaching to all Workers Credit Union members. All Workers branch staff are trained and certified financial coaches who meet with members one-on-one, both in person and virtually. The coaches become true partners, taking members through the step-by-step process of achieving financial wellness and empowering them to make good decisions at every life stage whether they are getting a first mortgage or planning for retirement.
Workers Credit Union and 16 other credit unions were recognized at the recent CUNA Operations & Member Experience Virtual Conference, September 21-23. “We are pleased that so many credit union professionals joined us to help honor their peers’ achievements,” said Brad Aspgren, chair, awards & recognition committee and SVP Operations, American Airlines FCU. “The award winners’ work was inspirational.” Other award categories include The Excellence in Technology Awards, The Professional of the Year Award, and The Top Community Contributor Awards. To watch a recording of the awards ceremony, please visit this link. Next year’s conference will be September 21-24, 2022, in Las Vegas. Visit cunacouncils.org/ometech for more information.