News & Notes: Here’s What’s Happening Around the Northwest
February 12, 2014
Feb. 13, 2014
STCU Promotes Ev Hopkins and Belinda Caillouet to Chief Officer Positions
Ev Hopkins has been named chief administrative officer and Belinda Caillouet has been named chief operations and information officer as part of a management restructuring at STCU, creating what the Eastern Washington credit union calls a “C-Suite” of senior leaders.
The promotions follow STCU’s announcement in late 2013 that longtime Chief Financial Officer Bill Before has added chief lending officer to his title. Tammy Fleiger, STCU’s vice president of information technology, and Barb Richey, the vice president of marketing, round out the team.
All report to Tom Johnson, who remains STCU’s president and CEO.
Between them, Hopkins and Caillouet have 48 years of combined service to the credit union. Hopkins, who joined STCU in 1995, previously served as the vice president of human resources and organizational development. Caillouet, who joined STCU in 1986, previously was vice president of information technology.
As chief administrative officer, Hopkins will oversee human resources, training, administration, facilities and marketing. She earned her BA from Whitworth University and a master’s degree in organizational leadership from Gonzaga University. She is a graduate of the Western CUNA Management School, past chair of the communications and marketing committee for Women Helping Women, and past chair of the Spokane Area Professional-Technical Advisory Consortium.
“STCU’s success has always been built on the promises of an engaging environment for our employees and outstanding service to our member-owners and the community,” Hopkins says. “Those commitments remain the primary focuses of my new role.”
In her new role, Caillouet will oversee technology, branches and operations. She graduated from Eastern Washington University with a bachelor’s degree in computer science and earned a master’s degree in organizational leadership from Gonzaga University. She is a past board member for the Spokane Humane Society and remains deeply involved in the organization.
“Technology is changing the credit union industry, but it is our great service that differentiates STCU,” says Caillouet, who chairs CUNA’s Technology Council. “In my new role, I’ll help ensure that service is consistently high, even as we add new ways to interact with our members.”
Mindi Brock Joins Our Community Credit Union as Marketing Specialist
Skagit Valley native Mindi Brock has joined Our Community Credit Union as the marketing specialist in the Mountain View office in Shelton. Brock brings more than 10 years of experience in the printing industry with her to OCCU, with an extensive background in graphic design and marketing.
Andrew Bertrand, who has been with the credit union for seven years, will move from marketing officer to the newly created position of data analyst. Bertrand, a Shelton native and U.S. Navy veteran, has experience in marketing research, analysis and web design.
Barbara Koontz Honored for Outstanding Performance in Investment Services
Barbara Koontz, who has provided investment and retirement planning services to OSU Federal Credit Union members for seven years as a registered representative affiliated with CUSO Financial Services, will be honored in August with a Gold Pacesetter Award at the “Powered by Passion” conference in San Diego.
The Pacesetter Awards honor the top-producing advisers among CUSO Financial Service’s nearly 400 registered representatives at more than 150 credit unions. The annual awards recognize a dedication to high standards, a commitment to superior service and outstanding performance in delivering investment services to members.
Koontz is credited with generating significant revenue while providing high-quality financial planning services to OSU Federal members. This will be her seventh national honor, following two gold and four silver awards.
“We congratulate Barbara on her accomplishment, and we are proud of the continued outstanding service she has provided to our members over the years,” says Richard Hein, OSU Federal’s president and CEO. “We honor Barbara’s hard work and commitment to her members. Her knowledge, experience and dedication to quality customer service are an inspiration to all of us who strive for excellence in our profession.”
Trailhead Credit Union Opens New Branch in Portland’s Mississippi District
Members opened 60 new accounts in the first couple of weeks after Trailhead Credit Union opened its new full-service branch on Portland’s vibrant North Mississippi Avenue in January, including 17 on opening day.
Although the area features plenty of cool restaurants and clubs, the new Trailhead branch is the only financial institution located in the Mississippi Business District and Boise neighborhood. It’s a practical addition, with a secure vestibule that provides 24/7 access to an ATM and night drop. But it’s a beautiful addition, too, with reclaimed wood accents from the neighborhood’s Rebuilding Center.
The branch is likely to become a neighborhood gathering spot, with a community calendar wall that lists upcoming events and a Little Free Library filled with books.
“We are excited to become part of Portland’s dynamic Mississippi District, and we look forward to bringing increased service to our current and future members in the neighborhood,” says Trailhead President/CEO Jim McCarthy. “Our credit union is well-aligned with the distinctive urban lifestyle of the Mississippi Avenue community, so this is a perfect location for our newest branch.”
Trailhead is headquartered in Portland’s Old Town/Chinatown neighborhood. The new full-service branch, at 3904 N. Mississippi Ave., is its second location. Both offices offer a full range of business and consumer banking services.
CO-OP Miracle Match Helps Raise $3 Million for Children’s Miracle Network Hospitals
More than 150 credit unions participating in the CO-OP Miracle Match in 2013 raised $3 million for Children’s Miracle Network Hospitals, including $1 million in matching funds from the CO-OP Financial Services program.
Credit union fundraisers benefited 98 different children’s hospitals in 34 states in 2013. More than 100 fundraisers were first-time events, and nearly half of the participating credit unions were new to the CO-OP Miracle Match program.
“CO-OP Financial Services established CO-OP Miracle Match on behalf of our member credit unions in 2008 as a way to encourage Credit Unions for Kids fundraisers,” says Stan Hollen, CO-OP Financial Services’ president and CEO. “This marks the third year in a row that the combined totals of CO-OP and participating credit unions surpassed $3 million in donations.”
In addition to the $1 million from the CO-OP Miracle Match program, CO-OP Financial Services made donations totaling $164,500 to CMN Hospitals in 2013 through event sponsorships and at its own THINK Conference. The company also has enabled an add-on transaction that allows credit union members to make contributions to CMN Hospitals while they conduct financial transactions at CO-OP-driven ATMs. (Learn more about that program here.)
Applications now are being accepted for 2014 matching grants from the CO-OP Miracle Match program. For more information or to apply, visit www.co-opfs.org/miracle-match.
Questions? Contact Gary Stein: 503.350.2216, firstname.lastname@example.org.