From Wall Street to Main Street: Kevin Miller on Travis Credit Union Journey cover art

From Wall Street to Main Street: Kevin Miller on Travis Credit Union Journey

From Wall Street to Main Street: Kevin Miller on Travis Credit Union Journey

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Join us for an insightful conversation with Kevin Miller, CEO of Travis Credit Union, as he shares his unique journey from banking to leading one of Northern California's premier credit unions.In This Episode:From Banking to Credit UnionsKevin discusses his transition from national banks and fintech to the credit union world, and why the community-focused mission drew him to this space.Leadership PhilosophyLearn how Kevin approaches transformation through the lens of member impact, using an inverted pyramid leadership model where great people, processes, and tools serve the community.Data & Digital TransformationInsights on how credit unions are leveraging data analytics and foundational technology to compete with national banks while staying true to their community roots.Growth with PurposeKevin shares Travis Credit Union's strategy of serving 260,000 members across Northern California, with 50% of loans going to low-to-moderate income communities in Q1.The Credit Union DifferenceWhy credit unions focus on financial education and member empowerment over product-first conversations—and how this builds loyalty for life.Timestamps:00:00 - Introduction & Welcome00:21 - Kevin's Background: From Banking to Credit Unions01:25 - What Keeps Kevin Going as CEO02:38 - Why Credit Unions? The Decision Behind the Move04:25 - Community Impact vs. Traditional Banking P&Ls07:14 - Kevin's Career Journey: Marketing to Leadership09:30 - Shared Backgrounds in Marketing Science10:33 - Defining Transformation for Credit Unions12:57 - The Role of Data & Analytics in Credit Unions15:54 - The One Problem Kevin Wants to Solve18:20 - Credit Union Mindset: Community Over Competition20:11 - Top Three Things That Keep Kevin Awake at Night22:39 - Balancing Ambition with Organizational Pace24:18 - Travis Credit Union's Growth Strategy26:12 - Knowledge is Power: Member Education First27:42 - Closing Thoughts: Getting the Basics RightKey Takeaways:The importance of balancing ambitious goals with organizational paceHow credit unions keep money in local communitiesWhy knowledge and financial confidence matter more than product pitchesThe challenge of staying top-of-mind when 80% of new households choose national banksAbout Kevin Miller:Kevin Miller is the CEO of Travis Credit Union, bringing extensive experience from national banks, regional institutions, and fintech companies. His career spans marketing, product management, M&A, and retail banking leadership before finding his calling in the credit union movement.About Travis Credit Union:Travis Credit Union serves 260,000 members across Northern California, focused on delivering financial success through member education, personalized service, and community impact.🎙️ The Outlier Podcast - Conversations with leaders transforming financial services📧 Contact: [Your contact information]🔔 Subscribe for more episodes with financial services innovators#CreditUnion #FinancialServices #Leadership #Banking #CommunityBanking #DigitalTransformation #FinTech #TravisCreditUnion #TheOutlierPodcast

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