How to assemble your credit union conversion team
There are many steps to a successful conversion, such as building your team. It’s up to the leaders of the credit union and the conversion team to build the enthusiasm through communications and attitudes. By assembling a committed team with the right mindset, success is virtually inevitable.
Starting with Your Conversion Team
Since credit unions vary in size, staffing and processes, this may vary based on your specific resources. Generally, it is recommended to consider three key areas:
The CU President/CEO names a Project Lead/Manager (PM) from the credit union staff