Members in the News
September 27, 2012
September 27, 2012
SELCO Investment & Retirement Services Is Recognized for Outstanding Performance
SELCO Community Credit Union announced that its investment services group—SELCO Investment & Retirement Services (SIRS), available through CUSO Financial Services, L.P. (CFS)—was a recent recipient of CFS’s 2011 Breakthrough Award and 2011 Bronze Keystone Award. Both awards were presented at CFS’s “Chart Your Course 2012” Annual Conference, held July 8–11 in San Diego, Calif.
The awards recognize the significant growth of SELCO’s investment program revenues throughout the year. SELCO received the 2011 Breakthrough Award for its impressive 140-percent increase in productivity from 2010 to 2011. SELCO also received one of three Keystone Awards given to programs with the highest ratio of GDC per $1 million in total assets. The SELCO investment team achieved a remarkable $2,756 in GDC per $1 million in assets for its institutional size category.
“The SELCO leadership team is extremely proud of our financial services team and the recognition they have received for their hard work and dedication to our members,” said Bob Newcomb, SELCO CEO. “In addition, we are pleased that our expanded geographic reach—achieved through both organic growth and merger activity—has allowed this talented team to help even more members reach their investment and retirement goals.”
For more information about SELCO Community Credit Union and SELCO Investment & Retirement Services, visit selco.org.
Red Canoe’s Davis Among CUES Rising 100
Amy Davis, vice president of marketing at Red Canoe Credit Union in Longview, Wash., was recently named one of Credit Union Executives Society’s (CUES) “Rising 100.” CUES selects “Rising 100” executives based on their abilities to represent the next generation of credit union leadership through commitment, talent and hard work to facilitate growth and longevity for their organization.
Solarity Credit Union Hires Chief Financial Officer
Solarity Credit Union has hired Lori Beador as its new chief financial officer (CFO). This position oversees accounting, information technology, central operations, card services, compliance, facilities and project management.
Beador joined the former Yakima Valley Credit Union (YVCU)—now Solarity—in 2007 as the controller and was promoted to vice president of corporate services soon after. Prior to joining the credit union, Beador was a state auditor in the Central Washington region and a manager of a farm store. Beador has a bachelor’s of science in accounting and actuarial science from Central Washington University and an MBA from Washington State University. She also holds her CPA license and serves on various committees at the Northwest Credit Union Association.
OnPoint Tabs Kelly to Manage New Sellwood Branch
OnPoint Community Credit Union has named Kevin Kelly manager of its new Sellwood branch at 8085 S.E. 13th Ave., Portland, opening Sept. 10. He will be responsible for managing branch staff, coordinating day-to-day operations, attending community events, increasing loan activity and developing new business relationships. Kelly has been with OnPoint for six years, most recently as assistant branch manager at Lloyd Center branch.
Rogue Gives Southern Oregon University a New Floor
Southern Oregon University’s (SOU’s) Riehm Arena got a makeover this fall in the form of a newly designed and renovated floor completed as a result of a corporate partnership with Rogue Federal Credit Union.
The floor debuted on Tuesday, Sept. 4, when SOU’s women’s volleyball team hosted the Oregon Institute of Technology. At a special halftime presentation, Rogue’s Gene Pelham and Jerry Hauck joined SOU’s Mary Cullinan and Matt Sayre in presenting the arena’s first new floor in more than 14 years.
Rogue members received free admission to the match, and members now also get discounts at all SOU events by presenting their Rogue Federal Visa card.
STCU Announces Staff Promotions for Key Positions
Four employees were recently promoted at Spokane Teachers Credit Union (STCU), the largest credit union in the Spokane, Wash., area.
Angila Schafer has been promoted to manager of sales and processing in the STCU Lending Center. Schafer, a Liberty Lake resident, currently attends Whitworth University. She came to work at STCU in 2008 as a loan officer and most recently was an assistant manager in the Lending Center.
Jessica Golladay was promoted from assistant manager to manager of consumer underwriting and indirect dealer/merchant lending. Golladay currently attends Eastern Washington University, where she is working toward a bachelor’s degree in business. A Spokane Valley resident, she came to work for STCU in 2010 as lending center assistant manager.
Lance Kissler was promoted to senior community development officer in the marketing department. Kissler started work at STCU in 2010 as the new media and marketing officer. He has a bachelor’s and master’s degree from Eastern Washington University and was named the school’s 2012 Inspirational Young Alumnus.
Keith Appleton was promoted to community development officer in the marketing department. A University of Idaho graduate, he started work at STCU as a teller in 2009 and most recently was the education outreach coordinator in the marketing department.
Advantis Earns Corporate Philanthropy Award for Third Straight Year
Each year the Portland Business Journal awards organizations in Oregon for outstanding corporate philanthropy. Advantis Credit Union has been honored for the third consecutive year in the small company category.
Advantis has a long history of generous contributions to Portland Metro Area communities, including the recent establishment of the Advantis Credit Union GROW Community Fund to facilitate the improvement of life in local communities by assisting small- to moderate-size local non-profits that serve the underprivileged, at-risk children, education, the arts or enhance community spaces.
The Advantis GROW Community Fund is helping some of Portland’s most vulnerable citizens, from the growing number of hungry and homeless to adults with developmental disabilities and victims of child abuse. Advantis has awarded more than $100,000 to deserving non-profits in the two inaugural years of the GROW Community Fund.
“We are honored have our community service and work with local non-profits recognized through this prestigious award—there are so many deserving charities whose long-term benefits to our communities cannot be overstated,” said Advantis Vice President of Marketing and Human Resources Wendy Edwards. “Advantis launched GROW at a time when more and more of our neighbors seemed to be struggling with serious challenges. Our mission is to continue seeding capital projects that benefit many people ongoing.”
No stranger to community service, Advantis has been recognized as one of the top 10 small companies in Oregon for supporting charitable projects in the community. To date, Advantis has contributed $477,500 and more than 1180 volunteer hours to charitable causes since 2009.
Solarity Credit Union Wins National Marketing Awards
Solarity Credit Union recently earned top marketing awards from the Credit Union Executives Society (CUES) Golden Mirror Awards for it’s the redesign and rebranding of its corporate identity following the merger of YVCU and CCU. Solarity took first place out of more than 500 entries for Image Enhancement and Award of Merit in Logos in our asset size of $250-$700 million.
St. Helens Community Federal Credit and KASASA ‘Take Over’ Columbia County
Scappoose High School student tellers: Kyle Sammons and Jacob Stafford (as Buddy Bear) help bring in the lunch crowd for the Fultano’s take-over.
St. Helens Community Federal Credit Union (SHCU) and KASASA worked with local businesses in Columbia County this summer. A KASASA Take-over is when SHCU employees visit a local business to promote KASASA checking account products and reward the customers of the local business with free product.
Over the summer months SHCU and KASASA took over these six local businesses: Columbia Theatre, Sunshine Pizza, Dutch Bros. Coffee in St. Helens and Scappoose, Hometown Pizza, and Fultano’s Pizza in Scappoose. During the take-overs SHCU and KASASA rewarded patrons with over $2800 in movie tickets including a drink & popcorn; pizza lunches; ice cream treats, and coffees. The local businesses that were taken over saw a boost in business. Sandra Western of Dairy Queen Scappoose stated “St. Helens Community Federal Credit Union is one of the best financial institutions ever. Come in and you will have an awesome experience. Our Dairy Queen customers want you back!”
What’s next? SHCU and KASASA plan to take over the Homecoming football games at St. Helens, Scappoose and Rainier High Schools. The first 250 fans at each game will be rewarded with a free stadium seat cushion and an entry to win an Apple iPad to be given away during the third quarter.
Numerica Names Three New Branch Managers
Numerica Credit Union recently named three new branch managers, two of whom were promoted from within the credit union.
Jeremy Wheeler was recently promoted to branch manager of Numerica’s Coeur d’Alene Branch. He has worked for Numerica Credit Union for the last 10 months. Wheeler began his career at Numerica as a teller working his way through all lines of member service to his most recent position of assistant branch manager at the Coeur d’Alene Branch. He earned a bachelor’s degree from Eastern Washington University and his master’s in business administration from Saint Martin’s University. Wheeler was born and raised in Spokane and spends nearly every weekend at the Farmers Market in Hayden and at Coeur d’Alene Lake.
Jenifer Piper was promoted to branch manager of the Wandermere Branch. She has worked in the banking industry for over 10 years. Four of those years have been spent with Numerica, most recently as assistant branch manager of the Wandermere Branch.
Tim Schartung was recently hired as the branch manager of Numerica’s Lyons Branch. He has worked in the financial industry for 20 years and held management positions with Avco Financial Services, CitiFinancial and most recently at Chase Bank as a personal banker/branch manager. Schartung’s experience with those organizations include lending and collecting consumer loans, home equity and automobile loans, and training new employees on those aspects of lending.
He obtained his associates degree from Everett Community College, has full Washington licenses for Life, Disability, Property and Casualty insurance, and is a public Notary for the states of Washington and Idaho. While working for CitiFinancial, Schartung earned the Chairman’s Forum Awards in 2006 and 2007 for being in the top 10 percent of branch managers nationwide.
Numerica Credit Union currently has over 90,000 members throughout Central and Eastern Washington and Northern Idaho and over $1 billion in assets. It offers a full line of financial products and services, including mortgages and business products. Membership is open to anyone who lives or works in the State of Washington or the Idaho Panhandle.
Gesa Credit Union Donates $10,000 to Habitat for Humanity Tri-Cities
Gesa Credit Union presented Habitat for Humanity Tri-Cities with a $10,000 donation at their annual Harvest for Hope fundraising breakfast.
Gesa President and CEO Christina Lethlean presented Habitat’s Executive Director Theresa Richardson with the donation during the event. This yearly gathering is Tri-Cities Habitat for Humanity’s primary fundraising event. It’s a way for the local non-profit to generate awareness, raise funds, and spread their vision of building community and restoring hope. Gesa has been Premier Sponsor of Harvest for Hope for the past two years.
“Habitat for Humanity Tri-Cities is one of our very important community partners,” said Lethlean. “They are living proof that the American dream of home ownership is still possible – even in these uncertain economic times.” Funds donated by Gesa at this event will help provide needed materials to continue Habitat’s mission of building 12 new homes per year.
Habitat for Humanity is a non-profit organization dedicated to eliminating poverty and homelessness. Habitat works in partnership with low-income working families, sponsors and communities to build and renovate safe, affordable housing. Through volunteer labor and donations of money and materials, Habitat builds and rehabilitates simple homes with the help of the homeowner families. Since Habitat for Humanity Tri-Cities’ inception in 1994, there have been 76 homes built throughout the Tri-Cities.
OSU Federal’s Walker a Finalist for CUES Next Top Credit Union Exec Challenge
Peter Walker of OSU Federal Credit Union is one of five finalists for the CUES Next Top Credit Union Exec challenge, joining Jill Huls of Conexus Credit Union in Regina, Saskatchewan; Ashley Kohlrus of Allegacy Federal Credit Union in Winston-Salem, N.C.; Nate Muniz of Pennsylvania State Employees Credit Union in Harrisburg, Pa.; and Cas Scott of Community CPS Australia in Hunter Valley, New South Wales.
The Top 15 entrants were determined by public vote. Since the results of that vote were announced in early August, all 15 have been providing updates to their projects at www.NextTopCreditUnionExec.com.
“The judges had a very difficult job, reviewing the initial application video and subsequent blog post, and determining which finalists they felt should move forward in the competition,” said CUES President and CEO Fred Johnson. “These five finalists were selected from a very highly qualified group. The judging was not easy; we applaud all of the applicants for their hard work to promote their projects, and of course for the great work they are doing at their credit unions. Now, we congratulate the finalists and look forward to learning about their projects’ progress between now and the final presentations at CEO/Executive Team Network in November.”
In addition to two coaching sessions provided by DDJ Myers, the five finalists each receive registration, accommodation and airfare to CUES’ CEO/Executive Team Network ( http://www.cues.org/cnet ) in Manalapan, Fla., Nov. 4–7, 2012.
While in Florida, the five finalists will face off for the grand prize, a CUES educational package valued at $20,000, and the honor of being named the CUES Next Top Credit Union Exec.
To check out the projects of the five finalists and all of the outstanding participants, visit www.NextTopCreditUnionExec.com.
The Credit Union Executives Society is a Madison, Wis.-based, independent, not-for-profit, international membership association for credit union executives. CUES’ mission is to educate and develop credit union CEOs, directors and future leaders.
Benton County Schools Credit Union Hosts Charity BBQ
Employees of the Benton County Schools Credit Union hosted the fourth-annual Battle of the Dogs Barbecue on Sept. 14 in the credit union’s parking lot to benefit Credit Union for Kids.
Credit union employees sold hot dog lunches for $3 and hamburger lunches for $5 in honor of the buyer’s choice of the Oregon State Beavers or the Oregon Ducks. The cost also included enrollment in a prize drawing.
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