What is the good, bad, and ugly of getting a coveted CEO job at a large, successful credit union? Kelly Botti of Trumark Financial to talk through the process of moving into a CEO role and lessons learned so far.
IN THIS EPISODE:
- [01:45] Kelly’s origin story and journey to Credit Union CEO.
- [11:15] Advice for those in middle management who want to move roles one day.
- [21:15] Best practices that Kelly has chosen to implement with her employees.
- [25:41] What Kelly is hopeful and excited for in the CU industry.
KEY TAKEAWAYS:
- Give your employees the ability to have their own ideas and make their own mistakes to learn from.
- Credit Unions are seeing a huge shift in how they market and rebrand as they grow with the current economy and generations.
RESOURCE LINKS
BIO:
After eight years at the credit union, Kelly Botti became CEO of Trumark Financial in 2022. A graduate of Villanova's Law School, Kelly entered the legal world and then transferred over to a career in commercial banks before credit unions.
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