White Paper

Operations & Member Experience Leadership: Managing Myriad Specializations

By Beth Stetenfeld

posted 05.11.2017 (o & me)

Credit union operations have always been complex, but in this era of specialization—even more so. Continuing the leadership series of white papers, this paper examines how the modern credit union operations, sales, and service executive can navigate the department’s myriad specializations. Often these specializations are necessary for the credit union to remain compliant, knowledgeable, and competitive in the marketplace.

In this white paper, credit union operations, sales, and service executives discuss how to effectively lead teams during an era of increasing complexity and specialization, including:

  • The Juggling Act
  • Managing the Breadth and the Depth
  • Running the Diagnostics
  • Key Departmental Functions
  • Staff Coaching
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Cross-Council White Papers

Discipline Title Author Date  
 
CEO
 

Leadership During a Crisis

Beth Stetenfeld 08.10.2018 
 
HR & OD
 

Inspiring Strategic Thinking: How HR and OD Lead a Forward-Thinking Credit Union

Karen Bankston 08.08.2018 
 
LENDING
 

Lending Leadership: Creating a Growth & Measurement Powerhouse

Beth Stetenfeld 08.07.2018 
 
M & BD
 

Marketing & BD Leadership: Creating a Growth & Measurement Powerhouse

Beth Stetenfeld 08.07.2018 
 
O & ME
 

Operations & ME Leadership: Creating a Growth & Measurement Powerhouse

Beth Stetenfeld 08.07.2018 
 
FINANCE
 

Leading Strategic Change: A Leader’s Role in Planning and Execution

Karen Bankston 07.26.2018 
 
O & ME
 

Service through Social Media

W.B. King 07.11.2018 
 
TECH
 

I for Innovation: How Technology Executives Foster Breakthrough Thinking

Karen Bankston 07.11.2018 
 
HR & OD
 

#MeToo: Rethinking Sexual Harassment Procedures

Beth Stetenfeld 07.09.2018 
 
CEO
 

The Digital Leader: Investing in Data Solutions

Beth Stetenfeld 06.25.2018 
 
LENDING
 

Macro Trends and Next-Generation Lending

W.B. King 06.21.2018 
 
M & BD
 

Team Chemistry: A Critical Factor for Success

Beth Stetenfeld 06.20.2018 
 
FINANCE
 

Emerging Risks

W.B. King 06.20.2018 
 
FINANCE
 

Leading Through Partnership: Governing Principles for Finance in Collaboration with Other Departments

Karen Bankston 12.14.2017 
 
M & BD
 

Martech: Emerging Marketing Technologies & Trends

Beth Stetenfeld 12.11.2017 
 
HR & OD
 

Building a Purpose-Driven Workforce

Beth Stetenfeld 11.29.2017 
 
M & BD
 

Partners in Success: How Marketing Can Collaborate Successfully with Other Business Units

Karen Bankston 11.28.2017 
 
O & ME
 

The Changing Face of the Branch

W.B. King 11.17.2017 
 
TECH
 

Cybersecurity Governance

W.B. King 11.17.2017 
 
CEO
 

The Critical Chemistry of Successful Executive Teams

Beth Stetenfeld 11.06.2017 
 
LENDING
 

Balancing Credit Quality With Profitability

Beth Stetenfeld 10.05.2017 
 
CEO
 

Community Visibility and the Role of the CEO

Beth Stetenfeld 09.21.2017 
 
HR & OD
 

Harnessing the Power of Data Analytics for HR and Organizational Development

Karen Bankston 09.21.2017 
 
TECH
 

IT’s Seat at the Table: Advocating for Technology as a Strategic Force

Karen Bankston 08.28.2017 
 
FINANCE
 

Managing Deposits Through Interest-Rate Cycles

Beth Stetenfeld 08.22.2017 
 
LENDING
 

Balancing Lending Efficiency, Growth, and Scalability

Beth Stetenfeld 08.22.2017 
 
O & ME
 

Journey Mapping 2.0: An Advanced Look at Member Experience

W.B. King 07.27.2017 
 
M & BD
 

Marketing & BD Leadership: Managing Resources

W.B. King 07.27.2017 
 
FINANCE
 

CFO Leadership: Inspiring Strategic Thinking

Karen Bankston 06.29.2017 
 
O & ME
 

Operations & Member Experience Leadership: Coaching Teams and Employees

Beth Stetenfeld 06.29.2017 
 
HR & OD
 

HR & Organizational Development Leadership: Leading Cultural Change

Karen Bankston 06.29.2017 
 
TECH
 

Technology Leadership: Coaching Teams and Employees

Beth Stetenfeld 06.21.2017 
 
LENDING
 

Lending Leadership: Coaching Teams and Employees

Beth Stetenfeld 06.21.2017 
 
M & BD
 

Marketing & BD Leadership: Managing Myriad Specializations

Beth Stetenfeld 05.18.2017 
 
TECH
 

Technology Leadership: Managing Myriad Specializations

Beth Stetenfeld 05.18.2017 
 
O & ME
 

Operations & Member Experience Leadership: Managing Myriad Specializations

Beth Stetenfeld 05.11.2017 
 
HR & OD
 

HR & Organizational Development Leadership: Managing Myriad Specializations

Beth Stetenfeld 05.11.2017 
 
LENDING
 

Lending Leadership: Managing Myriad Specializations

Beth Stetenfeld 04.28.2017 
 
FINANCE
 

Finance Leadership: Managing Myriad Specializations

Beth Stetenfeld 04.28.2017 
 
TECH
 

Leadership and Managing IT Resources

W.B. King 12.14.2016 
 
HR & OD
 

The Best and the Brightest: Talent Retention in a Competitive Job Market

Karen Bankston 12.08.2016 
 
LENDING
 

Process Improvement: Goals and Results

Beth Stetenfeld 11.30.2016 
 
O & ME
 

Process Improvement: Goals and Results

Beth Stetenfeld 11.30.2016 
 
TECH
 

Data Loss Prevention

W.B. King 11.22.2016 
 
M & BD
 

The Data Maturity Curve

Beth Stetenfeld 11.21.2016 
 
O & ME
 

The Big Three in Winning Sales Cultures: Leadership, Goals, & Accountability

Karen Bankston 11.14.2016 
 
FINANCE
 

Finance Leadership: Coaching Teams and Employees

Beth Stetenfeld 10.28.2016 
 
HR & OD
 

HR & Organizational Developmen Leadership: Coaching Teams and Employees

Beth Stetenfeld 10.28.2016 
 
M & BD
 

Marketing & BD Leadership: Coaching Teams and Employees

Beth Stetenfeld 10.13.2016 
 
FINANCE
 

Treatment of Leases for FASB and GAAP

Stephen Labarbera, 08.29.2016