Connecting the Heart and Mind: How The Disney Way and Community Impact Guide CoastHills Credit Union’s Strategy

Smiling couple with mortgage agentJeff York, CEO of $940M CoastHills Credit Union, joins us to talk about what he learned from working at Walt Disney’s company credit union about delighting members, how he thinks about community impact (hint: it’s not just writing checks), and how he connects to members’ hearts and minds to create engagement.

Top 3 Takeaways

  1. Say hello! Have a greeter at the branch to engage members and help them get what they need quickly.
  2. Know what your purpose is. CoastHills’s purpose is making a difference in its neighbors’ lives. One of their employees even took a credit union member to the doctor’s office on the employee’s day off, so you know it truly is a company-wide purpose.
  3. Connect to the heart and mind. Engagement is about more than money and numbers.

Want more about community impact and engagement? Check out the podcast with Laura Woods of 1st Financial Credit Union to learn about marketing with passion and effectiveness.