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Transcript

TRUITY CREDIT UNION 10-16-24 · One on One With a Professional

• 0:02
  Speaker 1: Good morning, good morning, good morning, and welcome, welcome, welcome.
• 0:05
  Speaker 2: How are we doing today, folks? We've got our.
• 0:07
  Speaker 1: Friends in from Truity Credit Union today, and boy, I'm
• 0:11
  Speaker 1: nice and crisp and cool.
• 0:12
  Speaker 2: But keep you learning. How doesn't a young lady it?
• 0:15
  Speaker 3: Sure?
• 0:16
  Speaker 1: Oh my gosh, what do we talk about today as
• 0:18
  Speaker 1: far as Truity Credit Union, because you've got a million
• 0:20
  Speaker 1: great things to discuss, we do, and.
• 0:23
  Speaker 4: Nichole's really going to kind of lead us off and
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  Speaker 4: talk about International Credit Union Day.
• 0:26
  Speaker 2: Alrighty go boy kido.
• 0:28
  Speaker 5: Well, we're so excited because this week is International Credit
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  Speaker 5: Union Well we call it week because we make it
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  Speaker 5: a spirit week at the credit Union. So yeah, yesterday
• 0:37
  Speaker 5: we kicked off with our Logo Ware Day, so everyone
• 0:40
  Speaker 5: was wearing all of their logo wear and they got
• 0:43
  Speaker 5: to get some prizes and things like that. And on
• 0:48
  Speaker 5: Thursday is actually International Credit Union Day, and so that's
• 0:52
  Speaker 5: where we get to go and think our members in
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  Speaker 5: our community. So we're going to have some fun things
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  Speaker 5: going on at the branches.
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  Speaker 3: We have some cookie from.
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  Speaker 5: The eatery, We're gonna have popcorn, we have some really
• 1:04
  Speaker 5: cool balloon arches, and we'll have a photo booth for
• 1:06
  Speaker 5: that for members. But what's really cool is we have
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  Speaker 5: some random acts of kindness things that we're doing, so
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  Speaker 5: going around in the community, helping purchase gas and groceries.
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  Speaker 5: We've gotten gift cards that our member consultants and our
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  Speaker 5: tellers can hand out to the members just randomly at
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  Speaker 5: the drive throughs and in our lobbies.
• 1:25
  Speaker 2: We can we thank you.
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  Speaker 1: I want to say thank you because you've been taking
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  Speaker 1: good care of me for years, so I want to
• 1:32
  Speaker 1: take my credit union.
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  Speaker 3: No and we're so happy to do that. You know.
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  Speaker 4: One of the purposes of International Credit Union Day is
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  Speaker 4: just for credit unions all over the world, obviously, to
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  Speaker 4: stop and recognize that we are different. We're cooperatives, we
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  Speaker 4: have member owners, and we just want to celebrate.
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  Speaker 3: Those people that choose to do business with us and.
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  Speaker 4: Choose to invest in the credit union movement so that
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  Speaker 4: we can continue helping people that not only those that
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  Speaker 4: can walk to any financial institution and do the business
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  Speaker 4: they need to do, but maybe those that are under banked,
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  Speaker 4: those that maybe always aren't served as well as others,
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  Speaker 4: or don't have access to financial products. It's just a
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  Speaker 4: chance for us to stop and really talk about why
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  Speaker 4: we're different and how we can benefit the community around us.
• 2:17
  Speaker 1: Now, Miss Freeman, when we talk about Credit Union, you
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  Speaker 1: mentioned we are member on and that means that you
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  Speaker 1: don't have to worry about what's going on on Wall Street,
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  Speaker 1: you don't have to worry about what's going on at
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  Speaker 1: corporate headquarters.
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  Speaker 2: It's all right here, it is.
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  Speaker 4: And now our members are all over right, So we're
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  Speaker 4: seventy three member seventy three thousand members strong all over
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  Speaker 4: the world, but all of them have an equal share
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  Speaker 4: in the company, if you will. So we don't have
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  Speaker 4: stockholders that we're trying to earn money and pay back.
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  Speaker 4: We're just taking that money and putting it back into
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  Speaker 4: our products and services and technology so that our members
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  Speaker 4: can have the best possible banking experience.
• 2:59
  Speaker 1: Well, Nicole, you guys are setting up a pretty good
• 3:01
  Speaker 1: experience here for everyone with the big party.
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  Speaker 2: But the real party.
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  Speaker 1: Is is that you're satisfied with the product that you're
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  Speaker 1: getting and you get to really know the people with
• 3:13
  Speaker 1: whom you're working with. It's a really nice relationship that
• 3:19
  Speaker 1: is formed with the Truity Credit Union.
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  Speaker 5: Yes, and speaking about relationships today, we're actually participating in
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  Speaker 5: the United Days of caring and so we're at Sooner
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  Speaker 5: Junior Mini Golf this morning. Our first group was pulling
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  Speaker 5: post and painting, and then we have an afternoon shift
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  Speaker 5: going as well.
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  Speaker 1: See, this is what I tell everybody. If you want
• 3:39
  Speaker 1: to meet somebody from Truity Credit Union, you can either
• 3:43
  Speaker 1: go buy the facility or just walk around the community
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  Speaker 1: because you're going to run into somebody from Truity and
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  Speaker 1: it fits out there serving the community or just going
• 3:52
  Speaker 1: to your kid's events or what have you. Truity just
• 3:56
  Speaker 1: seems to be everywhere the action is and sometimes where
• 3:58
  Speaker 1: there's no action at all, but.
• 4:01
  Speaker 2: They just they just happen to be your neighbors.
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  Speaker 1: But the community involvement is a big thing with your culture.
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  Speaker 4: There it is, and it's not just obviously here in
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  Speaker 4: Bartlesville we do so much, but we also are doing
• 4:16
  Speaker 4: it in all of our markets. So it was interesting
• 4:20
  Speaker 4: just last Saturday. So Nicole obviously is our bits on
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  Speaker 4: the ground here in Bartlesville. We have one in Aletha
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  Speaker 4: and then someone else in Lawrence, Kansas, and all three
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  Speaker 4: of them were at different five k's working or different races,
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  Speaker 4: working for different causes and trying to make sure that
• 4:36
  Speaker 4: we were there supporting the people. So we did the
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  Speaker 4: brewin eight k here in Bartlesville, we supported a breast
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  Speaker 4: cancer walk in Lawrence, Kansas. And then a family that
• 4:47
  Speaker 4: supports low income children in Oleitha and so but it
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  Speaker 4: was great that we kind of had teams everywhere supporting
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  Speaker 4: all kinds of different things that make our community stronger.
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  Speaker 2: So no two days are alike at work, are they Nicole,
• 5:01
  Speaker 2: They're not.
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  Speaker 5: Yeah, it's always something different, and I love it.
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  Speaker 2: Oh man, that is great.
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  Speaker 1: Now at the Truity Credit Union, we're local, and of
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  Speaker 1: course we got the two great big facilities. We've got
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  Speaker 1: the beautiful one that just seems like it's got to
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  Speaker 1: remodel a little bit down there in the South Washington Boulevard.
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  Speaker 1: Of course downtown you go visit the mural and of
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  Speaker 1: your brands and your money all right there one place.
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  Speaker 1: And then of course we've got the offices in Kansas
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  Speaker 1: as well. But the thing is is that Truity is
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  Speaker 1: accessible with all of your different devices. You can do
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  Speaker 1: online with your phone, with your computer, and if you
• 5:43
  Speaker 1: guys are just everywhere, you'll be on the moon for
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  Speaker 1: too long.
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  Speaker 3: Yeah.
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  Speaker 5: Well, actually we are opening an ITM and Dewey across
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  Speaker 5: from Sonic, So it should be done by the end
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  Speaker 5: of the year, and anybody can. They can make deposits,
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  Speaker 5: they can deposit a check, cash, they can withdraw cash
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  Speaker 5: and any denominations, and they can speak with a live teller.
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  Speaker 5: So anything they can do at our branch, they can
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  Speaker 5: do at an ITM.
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  Speaker 1: So now this is different than an ATM. This is
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  Speaker 1: an IM and the first one I've ever seen was
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  Speaker 1: the one that you have out there in the Washington though.
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  Speaker 1: Now tell us what this is.
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  Speaker 5: So it's an interactive teller machine. Yes, so they can
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  Speaker 5: talk to a live person, they can do loan payments,
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  Speaker 5: they can do transfers with their account, and they can
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  Speaker 5: deposit cash or check.
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  Speaker 3: And so we're going.
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  Speaker 5: To really be able to serve our Dewey community and
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  Speaker 5: then those just passing through.
• 6:38
  Speaker 3: Yeah, we've really I'll say, up our game. We've uped
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  Speaker 3: our game. I was gonna sell you that we just
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  Speaker 3: we want to make.
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  Speaker 4: Sure that the people of Dewey, you know, know that
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  Speaker 4: they're loved and appreciated and that we want to serve
• 6:51
  Speaker 4: them as well. So over the last four or five years, Nicole,
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  Speaker 4: who's a Dewey graduate and lives there. Has really worked
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  Speaker 4: to advance our relationships. We partner with the school district
• 7:01
  Speaker 4: to there so anyone who has who works for the
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  Speaker 4: school district or has a child in the Dewey School
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  Speaker 4: district is eligible to join our credit union. Then we
• 7:11
  Speaker 4: added a Bulldog or card, so our Spirit Card program nice,
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  Speaker 4: we have a Dewey card that gives money back to
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  Speaker 4: that school district. And now we're putting in this ITM
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  Speaker 4: machine that will be easily accessible to anybody not just
• 7:24
  Speaker 4: who lives in Dewey, but also anybody that's kind of
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  Speaker 4: traversing Highway seventy five there coming in from.
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  Speaker 3: The north part of town. So we're really glad to kind.
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  Speaker 4: Of bring that into the fold and expand our relationship there.
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  Speaker 1: You know what, the school is going to really appreciate
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  Speaker 1: this because I've seen this, because I've covered the Partumsfield
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  Speaker 1: Public Schools Board meeting before where Sarah's come in with
• 7:46
  Speaker 1: the big check, big cardboard check and it's got a
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  Speaker 1: lot of numbers on it, and the Dewey Schools are
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  Speaker 1: going to get probably one of those before too long too.
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  Speaker 2: And this is really great.
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  Speaker 1: How you work with the schools, with the communities and
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  Speaker 1: really make things a better place for everybody.
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  Speaker 2: It's going to be a good thing.
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  Speaker 3: Yes, it is, you know, I know she's so sweet.
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  Speaker 4: Nicole had like I said, has worked really hard on
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  Speaker 4: that dewy relationship and made sure that we're there and
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  Speaker 4: involved in as many things as we possibly can. And
• 8:20
  Speaker 4: then now we also have kind of our new community
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  Speaker 4: ambassadors over in Pehusca. Andrew and Dara Harris that both
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  Speaker 4: work for us live in Pahusca now and he's serving
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  Speaker 4: on the school board over there, so we have really
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  Speaker 4: started doing more over there. We've included their school district
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  Speaker 4: and are supporting their football team with a new tunnel
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  Speaker 4: and doing quite a few different things to try and
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  Speaker 4: make sure that Pahuska also has access to the banking
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  Speaker 4: solutions that they deserve.
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  Speaker 1: And remember it's a National Credit Union Week. Here were
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  Speaker 1: celebrating week, not just one day week.
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  Speaker 4: Well, you know, here's the thing I watch my kids
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  Speaker 4: do Spirit Week and Homecoming Week at the schools. It
• 9:00
  Speaker 4: looked so fun, right, So we kind of eventually had
• 9:03
  Speaker 4: a group of people at the Credit Union that said,
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  Speaker 4: let's do this for us. And so we've had football
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  Speaker 4: theme days and superhero days and this year it's fiesta,
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  Speaker 4: and it's just a chance for us to enjoy time
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  Speaker 4: together as employees and co workers and then also give
• 9:20
  Speaker 4: back to the community.
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  Speaker 1: Yeah, that's why I see so many smiling faces when
• 9:24
  Speaker 1: I go into the Trudy Credit Union is that you're
• 9:26
  Speaker 1: always doing something kind of cool, kind of fun internally,
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  Speaker 1: developing the culture so that it radiates out to the
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  Speaker 1: customer as well.
• 9:34
  Speaker 3: Yeah, tell them about All Staff Day. Yeah.
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  Speaker 5: So we actually just had our all staff Day on Monday,
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  Speaker 5: so we were close to the public, but we were
• 9:43
  Speaker 5: working and we were working together to come up with
• 9:46
  Speaker 5: some new ideas, some solutions throughout the departments and how
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  Speaker 5: we can better serve our members.
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  Speaker 4: And we bring in all of our employees from all
• 9:57
  Speaker 4: over the company. So our Houston folks and our can
• 10:00
  Speaker 4: This folks all travel in, they all stay the night here,
• 10:02
  Speaker 4: they all eat dinner here. We had a big meeting
• 10:05
  Speaker 4: with everybody at the Hilton and spent a good solid
• 10:08
  Speaker 4: eight hours in there. And so it's really a unique
• 10:13
  Speaker 4: thing for a company to bring everybody in and I
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  Speaker 4: love that it gives back to Bartlesville with sales tax
• 10:19
  Speaker 4: dollars and hotel room nights.
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  Speaker 1: I'm ready's back they're going, yes, we did that just
• 10:23
  Speaker 1: for her.
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  Speaker 4: No, but it's a great day and it's a great
• 10:28
  Speaker 4: way to kick off our spirit week too.
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  Speaker 1: So indeed, indeed, now a true any credit union to
• 10:33
  Speaker 1: facilities right here and down, and of course with everything
• 10:37
  Speaker 1: that you can do online. I mean, this is just amazing.
• 10:40
  Speaker 1: I went on your website. I go to your website
• 10:42
  Speaker 1: quite a bit because you know, I'd like to visit
• 10:44
  Speaker 1: my money.
• 10:47
  Speaker 2: I have tens of dollars.
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  Speaker 1: Anyway, It's it's easy to navigate, and I would have
• 10:53
  Speaker 1: been the last person on earth. I think that I
• 10:56
  Speaker 1: could possibly be one of those folks who can actually
• 10:59
  Speaker 1: go to my tail phone and get on the app
• 11:02
  Speaker 1: and actually do something. But I can, and if I
• 11:05
  Speaker 1: can do that at sixty five, I don't know what
• 11:08
  Speaker 1: anybody else's problem is. Get on with it. You have
• 11:11
  Speaker 1: the safest network that I've come across. It's you know it,
• 11:15
  Speaker 1: and you're head of.
• 11:19
  Speaker 2: The company there.
• 11:20
  Speaker 1: It came from the tech side of it too, so
• 11:23
  Speaker 1: I'm sure that everything is safeguarded well.
• 11:26
  Speaker 4: We definitely pride ourselves in security measures and making sure
• 11:30
  Speaker 4: that our members information is safe, that their money is safe,
• 11:33
  Speaker 4: and that it's easy for them to access things. If
• 11:36
  Speaker 4: you have a great credit union and you're really strong,
• 11:38
  Speaker 4: but people can't get to their money and they can't
• 11:40
  Speaker 4: move it around the way they want to, and they
• 11:41
  Speaker 4: can't pay their bills, then that's not what we're.
• 11:44
  Speaker 3: Looking to do.
• 11:45
  Speaker 4: So we do try and make it easy, and we
• 11:48
  Speaker 4: make sure that if we launch any new technology, we
• 11:50
  Speaker 4: do videos and different things explaining to people, you know,
• 11:55
  Speaker 4: how to make the product work and things like that.
• 11:57
  Speaker 3: So, yeah, we try really hard to.
• 11:59
  Speaker 4: Make sure that we're covering our bases and that people
• 12:02
  Speaker 4: can get the access they need.
• 12:03
  Speaker 1: Yeah, well, I'll tell you what. You got reassurances. You've
• 12:06
  Speaker 1: got reassurances and redundancies on top of everything there. So
• 12:10
  Speaker 1: you've got the assurance of safety. Now you've got the
• 12:13
  Speaker 1: confidence in the product. You've got confidence and the people
• 12:16
  Speaker 1: behind it too. So I think you got a good
• 12:18
  Speaker 1: thing going. It's a good start anyway. I think you've
• 12:22
  Speaker 1: done a really good job. Now what are you celebrating
• 12:24
  Speaker 1: all week? You got something to celebrate?
• 12:26
  Speaker 3: We do, And you know, I'll just mention one last thing.
• 12:29
  Speaker 4: Last night or yesterday afternoon, we actually had our Truity
• 12:33
  Speaker 4: Travels kickoff for twenty twenty.
• 12:36
  Speaker 2: Yes, how'd that go.
• 12:37
  Speaker 3: So it was great.
• 12:38
  Speaker 4: We had probably like seventy five people that showed up,
• 12:41
  Speaker 4: and we have a travel partner that we use, and
• 12:44
  Speaker 4: he came in and talked about all the trips that
• 12:47
  Speaker 4: they'll be doing in twenty twenty five, going to Croatia
• 12:51
  Speaker 4: and Ireland and New York and a trip to the Arc,
• 12:57
  Speaker 4: so the Arc thing in Kentucky.
• 13:02
  Speaker 3: Yeah, So I just.
• 13:03
  Speaker 4: Want to make sure I was clear on that, and
• 13:05
  Speaker 4: so it was a really great thing. So that's a
• 13:06
  Speaker 4: great service. If anyone just googles Truity Travels, you can
• 13:11
  Speaker 4: find our web page where we list out the trips
• 13:13
  Speaker 4: that will be running this year. And it's a great
• 13:15
  Speaker 4: opportunity for people to do some group travel, travel safely,
• 13:20
  Speaker 4: you know, make sure that everything's taken care of for them,
• 13:22
  Speaker 4: and have some really great experiences.
• 13:25
  Speaker 1: I want to thank your people in communications for communicating
• 13:27
  Speaker 1: that because I got to read all about that and
• 13:30
  Speaker 1: it looks very exciting and of course anything that's new
• 13:34
  Speaker 1: and get you get heads up on it and you're
• 13:36
  Speaker 1: ready to rock and roll with it.
• 13:38
  Speaker 4: Yeah, and you really have a personal advocate that's helping
• 13:40
  Speaker 4: you with that travel process too, which kind of takes
• 13:43
  Speaker 4: a little bit of the concern away from some people
• 13:46
  Speaker 4: when they're traveling, so I think it works out really well.
• 13:48
  Speaker 1: Wonderful Nicole Sarah, thank you both for being here with
• 13:51
  Speaker 1: us today and so we celebrate.
• 13:54
  Speaker 3: Great International Credit Union Day.
• 13:56
  Speaker 1: There we go day, but it's really a week around
• 13:59
  Speaker 1: here anyway. Thanks for being here with us today on
• 14:02
  Speaker 1: our one on one with the pro. Thanks for listening
• 14:08
  Speaker 1: to one on one of the professional a paid presentation
• 14:10
  Speaker 1: in fourteen people K one