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TRUITY CREDIT UNION · One on One With a Professional

• 0:00
  Speaker 1: Good morning, good morning, good morning. Welcome, welcome, welcome. And
• 0:04
  Speaker 1: he is now nine to forty four and a half
• 0:06
  Speaker 1: and you're on one on one with the pro I'm
• 0:09
  Speaker 1: Tom Davis and these are the pros we have with
• 0:12
  Speaker 1: us year. We have Nicole and we have Brian from
• 0:15
  Speaker 1: Cruity Credit Union. I got spirit? Yes, I do you
• 0:18
  Speaker 1: got spirit? Sod you or something like that. What's going
• 0:20
  Speaker 1: on here with with with it credit Union Week?
• 0:24
  Speaker 2: Yes, it is. We call it our International credit Union Week.
• 0:27
  Speaker 3: Yeah, so International Credit Union Day is actually tomorrow, but
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  Speaker 3: we love to celebrate it all week long, so we
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  Speaker 3: make it like a spirit week just for Credit.
• 0:36
  Speaker 4: Union, kind of like homecoming Brian, Yeah, right, we got
• 0:39
  Speaker 4: We try to stretch it out all week, try to
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  Speaker 4: do something fun every day to kind of recognize the
• 0:44
  Speaker 4: credit union difference and stuff to bring awareness as people
• 0:48
  Speaker 4: you know, see us around town and whatnot, come into
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  Speaker 4: the branches, generate some questions and some fun.
• 0:53
  Speaker 1: So okay, this this s Fun's a question. What's the difference.
• 0:58
  Speaker 5: What's the difference between bank and a credit Yes, well,
• 1:00
  Speaker 5: we're for our members, right, I mean the the products
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  Speaker 5: and services are similar, but everything that that we get,
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  Speaker 5: any money that we make and all this stuff is
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  Speaker 5: put back into uh, into our membership and creating more
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  Speaker 5: better products and things for our for our members.
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  Speaker 6: They're not customers.
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  Speaker 5: We don't pay, you know, our our shareholders and things
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  Speaker 5: aren't aren't getting paid. H for all our profits and stuff.
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  Speaker 5: We we give that right back to our to our members.
• 1:31
  Speaker 1: Wow, that's great, So share and share alike.
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  Speaker 3: Huh yeah, right, because our members are actually part owners.
• 1:36
  Speaker 3: So once you join the Credit Union, you are actually
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  Speaker 3: a part owner of the Credit Union and we reinvest
• 1:41
  Speaker 3: those dollars back into our members.
• 1:44
  Speaker 1: You got something kind of cool the schools going on
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  Speaker 1: those cards.
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  Speaker 2: Yes, we do. We have our Spirit cards.
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  Speaker 3: So we have our Ruined Spirit Card, our Dewey Spirit Card,
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  Speaker 3: and our Pahusco Spirit Card.
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  Speaker 2: And we also have a Tri County Tech Spirit Card.
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  Speaker 2: Yeah you like that.
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  Speaker 1: And how does this work when we use the card?
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  Speaker 1: How did the schools benefit from it?
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  Speaker 5: Every transaction that swiped, there's some money that goes back
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  Speaker 5: to those schools whoever, the whatever school you choose on
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  Speaker 5: your card. We donate back to the schools for every
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  Speaker 5: transaction you make on that card.
• 2:16
  Speaker 1: You know, I covered sometimes the Bartlesville School Board meetings
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  Speaker 1: and every now and then I see miss Freeman coming
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  Speaker 1: in with this nine foot check. Yeah, so I guess
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  Speaker 1: that's where that comes from.
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  Speaker 3: It does we actually have some money that we need
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  Speaker 3: to give back, so be looking for one of those.
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  Speaker 3: We need to set that up so we can get
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  Speaker 3: back a big check to the schools.
• 2:34
  Speaker 6: Nice.
• 2:35
  Speaker 1: So it's International Credit Union Week and we're celebrating. We're
• 2:38
  Speaker 1: having a lot of fun here with it too. But
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  Speaker 1: I understand Ryan, are you in charge of some kind
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  Speaker 1: of giveaway?
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  Speaker 5: Yeah, So on Friday, actually we're gonna have the opportunity
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  Speaker 5: to give away bikes to some of the Boys and
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  Speaker 5: Girls Club folks for both Bartsville and Dewey.
• 2:59
  Speaker 6: So we're going to do that.
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  Speaker 5: Down at the branch. We had basically an all staff
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  Speaker 5: day on Monday.
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  Speaker 1: We do that.
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  Speaker 5: Every every year where all of our employees come together
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  Speaker 5: we get to do some fun activities and things.
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  Speaker 6: And one of the things we did this year was
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  Speaker 6: build bikes.
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  Speaker 1: Built.
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  Speaker 5: Yeah, we actually got to put put the bikes together,
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  Speaker 5: make it a little fun contest out of it. Each table,
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  Speaker 5: you know, kind of had their own own competition. But
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  Speaker 5: but the reward for that now is on Friday, we're
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  Speaker 5: gonna get the have the kids come in and pick
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  Speaker 5: those bikes up.
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  Speaker 1: Yeah, just think of everything, don't you.
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  Speaker 6: We try to.
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  Speaker 1: Well, that's great, you know, Nicole. I keep telling you
• 3:39
  Speaker 1: every time we're in here. I see you about once
• 3:41
  Speaker 1: a week and we don't even try, We don't even cry.
• 3:46
  Speaker 1: It could be anywhere, but I always see somebody that's got,
• 3:50
  Speaker 1: you know, either the Truity logo, the Truty badge on,
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  Speaker 1: or the fact that I just know them from Truity.
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  Speaker 1: You guys are all over the community.
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  Speaker 6: We are involved and act.
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  Speaker 3: Today we're going to be out at Be the Light volunteering.
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  Speaker 3: They are our community partner for Barnisville, and so our
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  Speaker 3: employees choose to donate their hard earned money to Be
• 4:10
  Speaker 3: the Light through their paychecks.
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  Speaker 2: And then also we volunteer.
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  Speaker 3: So we're going to be helping clean out some buildings,
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  Speaker 3: clean out their rooms, do some deep cleans today and
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  Speaker 3: just really give back.
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  Speaker 1: That's really nice. You know, every now and then you
• 4:22
  Speaker 1: need that day out of the office, get some exercise.
• 4:25
  Speaker 1: You might as well put it to really good use
• 4:27
  Speaker 1: for people who could use it. That is something else
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  Speaker 1: that's quite a different work culture that you have going
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  Speaker 1: on there at Truty.
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  Speaker 6: Yeah, it's great.
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  Speaker 5: We always try to get our employees involved in the
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  Speaker 5: community and you know, just just helping out and volunteering.
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  Speaker 6: We have tons of volunteer hours we try to keep
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  Speaker 6: track of.
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  Speaker 5: I don't have that number offhand, but just to see
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  Speaker 5: all those numbers come together is just it's great. And
• 4:52
  Speaker 5: to work for a company that encourages their employees to
• 4:54
  Speaker 5: get out is fantastic.
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  Speaker 1: Well, we had miss gunning him in here a couple
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  Speaker 1: of days ago, and she By the way, we're.
• 5:00
  Speaker 6: Hiring, Yes, yes, we are.
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  Speaker 2: We are hiring. We are always hiring. I'm not sure
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  Speaker 2: exactly what we have.
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  Speaker 1: Out there, but I know where to find it though.
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  Speaker 2: You know where to find it TRUCU dot org.
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  Speaker 1: That's right, and it's really easy to navigate. Looks some
• 5:16
  Speaker 1: careers and it's there. This is really something else. You
• 5:21
  Speaker 1: guys are growing. I know that you got the Pehuska
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  Speaker 1: thing coming up. Yes, but that's not all.
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  Speaker 2: No, it's not all.
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  Speaker 3: We're actually adding some new branches in our Kansas market
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  Speaker 3: in Lawrence and Oleitha, Johnson County, So we're growing there
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  Speaker 3: and we're really excited about that.
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  Speaker 1: You're really taking this International Credit Union Week seriously. You
• 5:39
  Speaker 1: branching out all over the.
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  Speaker 6: Yeah, yeah, that takes a little more than a week.
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  Speaker 6: But yeah, but for that.
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  Speaker 3: We also like to use local vendors, so the eatery
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  Speaker 3: is actually doing our cookies.
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  Speaker 2: We've got custom cookies, popping parties.
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  Speaker 3: We did balloons, so we have balloons at our credit
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  Speaker 3: unions for members to enjoy and just to see just
• 6:00
  Speaker 3: all sorts of snacks and just let them know that
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  Speaker 3: we appreciate them.
• 6:03
  Speaker 1: Well, that is great, That is really great. You know,
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  Speaker 1: I tell the call all the time, like going to
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  Speaker 1: the downtown location, because there's always something in that great,
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  Speaker 1: big huge mural that I missed the time before. Yes,
• 6:14
  Speaker 1: and I'm getting a feeling that, you know, I probably
• 6:15
  Speaker 1: have to go in there for about maybe two or
• 6:17
  Speaker 1: three more years before I get everything right.
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  Speaker 6: All right, Yeah, well you know I'm old.
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  Speaker 1: I do things like that. Look at the picture there
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  Speaker 1: you will. But anyway, it's really a cool place because
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  Speaker 1: noing that you have such helpful people. If your color
• 6:33
  Speaker 1: doesn't know how to answer your question, by golly, they
• 6:38
  Speaker 1: know who can and they'll get you right with that person.
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  Speaker 1: Tooth sweet you have to wait for You're not waiting
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  Speaker 1: around too much.
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  Speaker 3: Yes, we're really lucky with some great employees and co
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  Speaker 3: workers that we get to work with.
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  Speaker 1: Well, this is something else. So we've got the Credit
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  Speaker 1: Union Week celebration going on. We're giving away bikes to
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  Speaker 1: the Boys and Girls Club doing and Bartlesville's at the
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  Speaker 1: end of this week. And we've got the Spirit cards.
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  Speaker 1: And you know what, if you don't have a Spirit card, folks,
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  Speaker 1: it's really it's how easy is it to get a
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  Speaker 1: Spirit card?
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  Speaker 5: It's it's super easy. First of all, if you're not
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  Speaker 5: a member, you need to be. But if you if
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  Speaker 5: you don't currently have a card, you can just request
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  Speaker 5: to switch that and we can get you signed up,
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  Speaker 5: super simple. The tellers, the whoever that you mentioned, knows
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  Speaker 5: all their information. Contact any of them. They can hook
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  Speaker 5: you up.
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  Speaker 1: But bang, it's there. Huh yep. And of course at
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  Speaker 1: the end of the year there will be a nice
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  Speaker 1: little reciprocation back to the school of your choice. That's great.
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  Speaker 1: Whoever says card you're sharing the spirit with. I guess now,
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  Speaker 1: when we also talk about being in a credit Union,
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  Speaker 1: I understand that you have a new saying here, and
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  Speaker 1: I think it's kind of clever because you talk about
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  Speaker 1: the difference of being in a credit universus a bank,
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  Speaker 1: Truity a better way the bank. Now you offer very
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  Speaker 1: similar services. Now you're a dealer relationship officer, Brian, tell
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  Speaker 1: us a little bit about what you do and who
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  Speaker 1: you relate to.
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  Speaker 6: I relate to.
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  Speaker 5: So I am basically a sales representative to finance offices.
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  Speaker 6: At car dealerships.
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  Speaker 5: Okay, so yeah, we're you know, obviously the folks here
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  Speaker 5: in Bardisville, but also in the in the Tulsa area.
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  Speaker 5: So so when our members go in to purchase a car,
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  Speaker 5: they can sign you up get that loan back through
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  Speaker 5: Truity just there at the at the dealership and and.
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  Speaker 6: Yeah, things like that.
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  Speaker 5: Also, we that's how we get some of our new
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  Speaker 5: members that are familiar with us out buying the car
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  Speaker 5: and then we can get them hooked up and using
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  Speaker 5: our services that way.
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  Speaker 1: So, and you are a business development director, tell us
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  Speaker 1: a little bit about that. Yeah.
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  Speaker 3: So I'm a business development officer and I work in
• 8:50
  Speaker 3: the communities, so I'm really involved with our events and
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  Speaker 3: our nonprofits and then stuff with our corporate events too
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  Speaker 3: and things like that.
• 9:00
  Speaker 1: That's why I see everywhere.
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  Speaker 2: Everywhere, everywhere for sure, and I love it. I wouldn't
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  Speaker 2: have it any other way.
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  Speaker 1: Man, do you ever get to see your office?
• 9:09
  Speaker 2: Sometimes she gets to visit comes with me. So wherever
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  Speaker 2: I go, my goodness.
• 9:15
  Speaker 1: Sakes, you get frequent flyer miles. No, I'm kidding, I'm
• 9:19
  Speaker 1: kidding you. I'm kidding you. But this is great Truity
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  Speaker 1: Credit Union right here in our own backyard. We've got
• 9:25
  Speaker 1: our own little history because Trudy started right here.
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  Speaker 2: Yes, it did, just not all that long ago.
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  Speaker 3: No, And now we're growing and we have new branches
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  Speaker 3: coming up. I'm really excited for Pahusca to be up
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  Speaker 3: and running next spring.
• 9:40
  Speaker 2: So we're really excited about that.
• 9:42
  Speaker 1: Now. You also have the other branch that's don on
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  Speaker 1: seventy five. Now that's a piece of hard I don't
• 9:48
  Speaker 1: know who came up with the architecture on that one,
• 9:50
  Speaker 1: but man, that catches your eye when you're driving by
• 9:53
  Speaker 1: a nice facility and you're wonder says, well, what is that?
• 9:56
  Speaker 1: Well that's Credit Union, that's us. Well, okay, that's pretty cool.
• 10:01
  Speaker 1: You also have a pretty cool technology you're working with.
• 10:04
  Speaker 1: I think called it. I am did I get Yes?
• 10:08
  Speaker 2: You got that right?
• 10:10
  Speaker 1: One in a row, folks, mark this you can almost well,
• 10:15
  Speaker 1: you're talking to a live person, but it's on a screen,
• 10:17
  Speaker 1: but you're talking to them and you're could be a
• 10:20
  Speaker 1: long way away, but you're still talking to them and
• 10:22
  Speaker 1: they know exactly what's going on. Right.
• 10:24
  Speaker 5: Yeah, yeah, there, we've got some in our branches. We've
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  Speaker 5: got our standalone it TM there in Dewey, So if
• 10:30
  Speaker 5: you drive by, yeah you can once you're actually talking
• 10:33
  Speaker 5: to someone there where we're Aaron brand.
• 10:36
  Speaker 6: It's one of us. So yeah, it's been they've been great.
• 10:40
  Speaker 1: Also with the other technology too. On your website you
• 10:43
  Speaker 1: have the chat box. I'm not going to say bought
• 10:46
  Speaker 1: because it's really not. There's a person there.
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  Speaker 2: It's an actual person.
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  Speaker 1: It's very very real. They've been it's probably somebody you
• 10:53
  Speaker 1: even know.
• 10:53
  Speaker 2: It could be someone you know.
• 10:55
  Speaker 3: But yeah, we have at our branches downtown in our
• 10:58
  Speaker 3: contact center, we have employees that actually used that bot
• 11:02
  Speaker 3: and so that's who they're talking to.
• 11:04
  Speaker 2: It's just the real life employees right in the.
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  Speaker 1: I do a really good job of answering questions. I
• 11:10
  Speaker 1: had a question on my vehicle low and going, I
• 11:17
  Speaker 1: don't want to drive, it's cold, it might snow and
• 11:20
  Speaker 1: I'm old, and so I got on there and he
• 11:23
  Speaker 1: had that thing done in I think less than five minutes.
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  Speaker 1: Everything was taken care of, wrapped up, put a bow
• 11:30
  Speaker 1: on it. I didn't have to worry about it. Another
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  Speaker 1: thing you have is an app, and for people my age,
• 11:36
  Speaker 1: we're still trying to figure out how that works. I
• 11:39
  Speaker 1: just know that it does. I guess I really shouldn't
• 11:41
  Speaker 1: ask how. I'm just happy that it does work.
• 11:44
  Speaker 5: Yeah, don't ask me how. But it works. It works great,
• 11:47
  Speaker 5: and it's it's evolving all the time.
• 11:49
  Speaker 1: And what can we do on our app?
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  Speaker 3: So you can actually transfer money, you can talk to
• 11:55
  Speaker 3: a live person.
• 11:57
  Speaker 2: Pretty much anything that you need to do you can
• 11:59
  Speaker 2: do from your app. It's very handy.
• 12:02
  Speaker 1: Tips.
• 12:03
  Speaker 2: Yeah, you can even apply for a loan on your app.
• 12:06
  Speaker 1: You see, I didn't know that you could do that.
• 12:09
  Speaker 1: And you can also do that. I know that you
• 12:11
  Speaker 1: can do that on the website sort of kind of.
• 12:14
  Speaker 1: I didn't know you could do that on you can Okay,
• 12:19
  Speaker 1: here's the shortlist. What can't you do? Now? I'm only
• 12:22
  Speaker 1: kidding all these different things they can see and do
• 12:25
  Speaker 1: and do too well. And that really speaks volumes of
• 12:29
  Speaker 1: credit Truity Credit Union right here in our community. So
• 12:33
  Speaker 1: once again, we've got the celebration week going on, So
• 12:36
  Speaker 1: what do we find in the branches while you guys
• 12:38
  Speaker 1: are celebrating and showing your spirit.
• 12:40
  Speaker 3: So you could actually if you're a member and you
• 12:43
  Speaker 3: come in and do a transaction, you may or may
• 12:45
  Speaker 3: not receive some gift cards. So yeah, we're going to
• 12:49
  Speaker 3: be They're going to be given out randomly to places
• 12:52
  Speaker 3: around Barnesville that they can use here in town.
• 12:56
  Speaker 2: So come see us.
• 12:57
  Speaker 3: We'll have donuts that we're taking to our partners. Brian's
• 13:01
  Speaker 3: going to take some to the dealers. I'm taking some
• 13:03
  Speaker 3: to my community partners, and then we're gonna have cookies
• 13:06
  Speaker 3: from the eatery downtown and in our branch on seventy five,
• 13:10
  Speaker 3: So come see us.
• 13:12
  Speaker 1: Well, this is gonna be a lot of fun. So
• 13:14
  Speaker 1: all I have to do is go in and put
• 13:16
  Speaker 1: some money in my account and I'm already kind of
• 13:20
  Speaker 1: sort of registered for a gift card giveaway.
• 13:22
  Speaker 3: Yeah, they're just going to be given out at random,
• 13:24
  Speaker 3: so definitely come see us.
• 13:26
  Speaker 1: Wow Again, the short list is what don't they do
• 13:33
  Speaker 1: Trudy Credit Union and it's a better way to bank.
• 13:37
  Speaker 1: We have our two locations here in Bartlesvilt and we
• 13:40
  Speaker 1: also have Yeah, you mentioned Oleitha Kansas, Lawrence, Kansas and
• 13:44
  Speaker 1: soon to be in aust Is that going to be
• 13:47
  Speaker 1: right downtown.
• 13:48
  Speaker 2: Yeah, it's gonna be right there. It's going to be
• 13:50
  Speaker 2: great location.
• 13:51
  Speaker 1: Right there where all the action is. Yes, right there
• 13:54
  Speaker 1: where a real movie was shot folks. So you know anyway,
• 13:59
  Speaker 1: FUSCA is great on the great community, with or without
• 14:01
  Speaker 1: a movie that was, you know, for an Academy Award.
• 14:05
  Speaker 1: I want to thank you both for coming in today
• 14:07
  Speaker 1: and sharing with us your spirit alright having alrighty truly
• 14:14
  Speaker 1: Credit Union Better Way to bank right here on K one,
• 14:18
  Speaker 1: the one you trust.
• 14:23
  Speaker 6: Thanks for listening to one on one with a professional
• 14:25
  Speaker 6: paid presentation. Fortun