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

Mark Ritter Website

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.