Community Growth Target members across Cal State LA, El Sereno, and surrounding communities with tailored financial education programs and accessible banking products to deepen member engagement and drive cross-sell opportunities.

On-Campus Presence Leverage the campus office and affiliate relationships (Grifols, Goodwill, municipal employees) to offer student-friendly banking services, campus-specific promotions, and internship or payroll partnerships to expand membership base.

Local Partnerships Explore B2B collaborations with local employers and organizations to provide payroll services, built-for-you SME financial solutions, and community financing options that align with the credit union’s mission of economic growth.

Tech & Security Highlight the current tech stack and security posture (HSTS, Joomla, Google Cloud services) to position modern, secure digital banking and potential upgrades or API integrations for small business and campus partners.

Financial Health With revenue in the mid-range for a small credit union, identify high-margin product bundles and education-based upsell (loans, savings, investment guidance) to increase wallet share while maintaining community-focused service.