from the CEO - Cinfed Credit Union
Transcription
from the CEO - Cinfed Credit Union
Membership Newsletter January 2011 Volume 33 No. 1 A Message to Members from the CEO 2010 was certainly a busy, exciting year! We continued to grow, and remain a strong, financially sound credit union. Our asset size, of almost 300 million, is at an all time high. Amid that growth, we underwent a major computer conversion. Converting to a new core processing system entailed a tremendous amount of work by all of our employees to ensure that our member data was kept secure and accurate throughout the process. This conversion included not only a new system by which we transact our day-to-day business, but a new online banking and Cinfed Connection for our members as well. Overall, the conversion was a success. It was not, however, without several challenges. For the past several weeks, it may have been difficult for some of our members to reach a Cinfed representative by phone. This was due to an unusually high call volume. By this time much of that volume has been abated, as we have returned to a more normal routine. We continue to strive with determination to provide the same high level of member service that we offered in the past. Some of you may have had problems arise with automatic transfers, online banking, and Cinfed Connection. You can know with confidence that our staff has been working diligently to resolve each situation that was of concern to you personally. I would like to thank each of you for your patience, understanding and loyal support during this past year. I look forward to working with you as the new year dawns. I have said it before and I will say it again, Cinfed has great members! Sincerely, Christine J. Kunnen Now accepting applications for 14 scholarship awards Fourteen $1,000 Louis M. Brown/ Cinfed Credit Union Memorial Scholarships will be awarded this year at Cinfed’s annual meeting, to be held Tuesday, June 7, 2011. Pick up an application at any Cinfed branch, print it from our web site at www.cinfed.org, or request an application be mailed to you by calling Peggy Loch, at 513-333-4876 or Elaine Browne, at 513-333-3860. In 2000, Cinfed Credit Union established the Louis M. Brown/ Cinfed Credit Union Memorial Scholarship to honor the memory of Louis M. Brown. Mr. Brown served on the Board of Directors for 40 years and as President of the Board for 30 years. cont’d on page 2 Remarkable possibilities. A new look to serve you better Get acquainted with your new statement Brian Bushman receives top honor Congratulations to Brian Bushman! Brian has once again been named one of the Five Star Top Wealth Managers by Cincinnati Magazine. Brian received this prestigious honor in 2009 and again in 2010. The magazine partnered with Crescendo Business Services, an independent research firm, to determine which wealth managers successfully met key client satisfaction criteria and overall ranked the highest in client satisfaction. Over 42,500 surveys of residents in the Cincinnati area were completed by phone and mail. An additional 5,000 surveys were sent to financial services industry professionals. The wealth managers were evaluated on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Brian Bushman has been serving Cinfed members since 2003. To experience Brian’s FIVE STAR service, call 513-333-3901. Congratulations, Brian, and thank you for giving Cinfed and our members your best. We realize the importance of providing our members with clear and concise reports of their account activity. Cinfed’s new statement was created with your needs in mind, so you can manage your accounts easily and effectively. Please take a moment to examine all the highlighted features. We hope you will be pleased with the enhancements to your statement, and find they make it more convenient to monitor your Cinfed Accounts. 4 2 1 5 3 6 1. Member Number: Your account # at Cinfed. 2. Points Your Way: Your accumulation of reward points earned through Cinfed via dollars in interest paid on loans, dollars earned in share account dividends, and years of credit union membership. 3. Account Relationships: This area lists the additional individuals with a relationship to the account (joint owners, authorized signers, beneficiaries, etc.) 4. Statement Period: Shows the date range for this statement. 5. Account Type: Shows the type of account. 6. Account Balance at a Glance: New feature summarizing the types of accounts and balances of each. Now accepting college scholarship applications Holiday (cont’d from pg 1) Cinfed will be closed in observance of the following upcoming holidays: Since the inception of the scholarship, Cinfed has awarded over $115,000 to help further the education of area students. It is Cinfed’s philosophy to support education in the Greater Cincinnati and Northern Kentucky area. Hours Martin Luther King, Jr. Birthday Monday, January 17, 2011 Washington’s Birthday Monday, February 21, 2011 Lunch and Learn financial education offered at Cinfed Cinfed is excited to offer a “Lunch and Learn” program to local businesses. This program is an opportunity for your employees to receive financial education and help with everyday questions and concerns. You choose the workshop(s) that will interest your staff. There are ten topics ranging from Mortgage Lending to Basic Savings Tips, but we can customize a presentation especially for your staff. You decide when it is convenient and we provide lunch for everyone who attends the workshop. As a special bonus, any of your employees who become a member of Cinfed within 30 days of the presentation, will receive a $10 deposit in their accounts, compliments of Cinfed. For more information or for an information packet, please contact Rick Curtis at 513-373-9165 or [email protected]. ATTENTION: IRS Employees Cinfed Credit Union is working with the NTEU offices in Cincinnati and Northern Kentucky to offer access to a computer with an updated browser for IRS employees to log into their Cinfed Online accounts. In addition to the kiosks available in every Cinfed branch, Cinfed will provide computers to the NTEU offices. As the newsletter is headed for the press, a firm date has not been determined, but check with the Cinfed branch offices and on our web site at www.cinfed.org for more details. Some quick tips for using the new Cinfed Online • • • • • • While viewing cleared transactions on the History page, click “Pending Debits” to view Debit Card transactions before they post to your account. To search for specific transactions, specific checks or to view history more than 30 days back, select “Search” while on the History page. You control your account. Change your User Id, password, email address, mailing address. Set personal alerts to let you know when your balance drops below a certain level. One-click access to Bill Pay, and Credit Card Info. No need to log in a second time. Turn off pop up blockers to access the easy, one-click access to Bill Pay, eStatements and Credit Card Info. • • Owe a friend for lunch? Transfer funds easily to any Cinfed account by using the “Transfer to any Cinfed Account” link Haven’t logged in to the new Cinfed Online? Use your old User Id (be sure to shorten it to 12 characters and remove any spaces). Your password to log in for the first time will be your zip code plus the last 4 digits of the primary account holder’s social security number. If you have questions or need additional assistance using Cinfed Online, call 513-333-3800. Branch Hours Federal Office Building Branch 550 Main Street, Rm. 5510 Cincinnati, OH 45202 Mon & Fri 7:30 to 4:00 Tues, Wed & Thurs 8:30 to 4:00 Hamilco Branch 830 Main Street Cincinnati, OH 45202 Mon – Wed & Fri 8:30 to 4:00 Thurs 8:30 to 5:00 Sat 9:00 to 1:00 Glenway Crossing Branch 5147 Glencrossing Way Cincinnati, OH 45238 Mon – Fri 9:30 to 5:00 Sat 9:00 to 1:00 DRIVE THRU HOURS: Mon – Fri 10:00 to 6:00 Sat 9:00 to 1:00 Roselawn Branch 7661 Reading Road Cincinnati, OH 45237 Mon – Fri Sat Florence Branch 7170 Turfway Road Florence, KY 41042 Mon – Fri Sat DRIVE THRU HOURS: Mon – Fri Sat 9:00 to 5:00 9:00 to 1:00 9:00 to 5:00 9:00 to 1:00 9:00 to 6:00 9:00 to 1:00 Ft. Wright Branch 15 George Huser Drive Ft. Wright, KY 41011 Mon – Fri 8:30 to 5:00 Sat. 9:00 to 1:00 DRIVE THRU HOURS: Mon & Fri 8:30 to 6:00 Tues, Wed & Thurs 8:30 to 5:00 Sat. 9:00 to 1:00 IRS Gateway Center (Limited to Gateway IRS Personnel) 333 Scott Street Covington, KY 41011 Mon, Tues, Wed & Fri 8:30 to 4:00 Thurs 8:30 to 5:00 TurboTax step-by-step to get your biggest refund guaranteed Special discount offer for Cinfed members No matter where life may take you, TurboTax® makes it easy to do your taxes right and get your maximum tax refund guaranteed. What’s best, as a valued Cinfed member you can get a special 10% discount on TurboTax Federal Deluxe Online Edition. File today at www. cinfed.org/turbotax with TurboTax and get your refund in as few as 8 days. With TurboTax it’s easy to do your taxes right: • Guides you step-by-step, just like a GPS, to your Biggest Refund Guaranteed • 100% Accurate Calculations • Double checks your return so you get the all the deductions and credits you deserve Don’t miss out on this special discount on TurboTax Federal Deluxe Online Edition. Start for FREE today at www.cinfed.org/turbotax – you don’t pay unless you are satisfied with the results. Two apply for Board of Director positions The Nominating Committee has received applications from two individuals to fill the open positions on Cinfed’s Board of Directors. The Nominating Committee has accepted all applicants. And so, the Secretary of Cinfed Credit Union announces the following candidates: • James E. Horner • Kent E. Marcum Additional individuals may become a candidate by submitting a petition signed by 300 Cinfed members. Nominations by petition will be accepted until February 14, 2011. For more information regarding nominations by petition, please contact Cinfed CEO Chris Kunnen at 513-333-3873. Ballots for the 2011 election will be mailed to Cinfed members in April, 2011. Eligible voters will have the option of voting online. Winning candidates will be introduced at Cinfed’s 77th Annual Meeting to be held on Tuesday, June 7, 2011.