A Message from the President

Another year has gone by, and it’s time to reflect on how far we have come as an organization. 2023 was another year of growth with the credit union expanding from $8.5 billion to $9 billion in asset size. We welcomed more than 47,000 new Members to bring our membership over 638,000. This growth is supported by our dedicated Team Members serving you throughout our 300-mile, 34-county footprint. It is also made possible by you, our Members, who continue to trust us with your financial service needs.

In 2023, we continued to expand and upgrade our branch footprint with a new Viera South location in Brevard County. We also renovated two locations to ensure a welcoming space for our members and a great place to work for our Team Members.

We worked on improving our processes to ensure consistency, accuracy, and speed of service. Our goal is for all processes to be aligned regardless of whether you call in, come in, or self-serve in online and mobile banking. We are well on our way but still have much to do. To accomplish our goals, we have created an Operational Excellence Team who will drive the organization to new levels of service. Our service ratings are already at an all-time high with a score of 4.79 out of 5 stars.

Our Team Members are passionate about the communities we serve and actively support initiatives to make them a better place to live and work. Our annual United Way campaign broke records again, with 86% of donations from our very generous Team Members who continue to increase their personal donations each year. We held our third Junior Achievement in a Day event, teaching financial literacy in two elementary schools to more than 725 students. Our Team Members also participated in Making Strides Against Breast Cancer walks and our No Shave November campaign for men’s health, our most successful to date. 

We continue preparations to cross the $10 billion in assets mark, which brings more regulatory oversight. Financial institutions are one of the most highly regulated industries and we have more regulations coming at us due to our growth. We are well into our preparedness plan and have an outside consultant assisting us with this critical endeavor, so we will be ready when the time comes.

2024 will be an equally exciting year with additional locations already underway, a new online banking platform in development with more customization capabilities, and continued enhancements to our products and services. We expect 2024 to be busier than ever!

On behalf of our 1,000 Team Members, our Executive Management Team, and our Board of Directors and Volunteers, I wish you a safe and healthy new year.