CUNA News
  • LOG IN
  • Create Account
  • Sign Out
  • My Account
  • LOG IN
  • Create Account
  • Sign Out
  • My Account
  • Topics
    • Community Service
    • Compliance
    • Credit Union Hero
    • Credit Union Rock Star
    • Credit Union System
    • Directors
    • Human Resources
    • Leadership
    • Lending
    • Marketing
    • Operations
    • Policy & Issues
    • Sales & Service
    • Technology
  • Credit Union Magazine
    • Buyers' Guide
    • COVID-19
    • Digital Edition
    • Credit Union Hero
    • Credit Union Rock Star
    • Subscribe
    • Advertise
    • Contact
  • Advertise
  • Awards
    • Nominate Credit Union Hero
    • Nominate Credit Union Rock Star
  • Podcasts
  • Videos
  • Jobs
  • Contact

News

Home » Proposal for success
Marketing CU Rock Stars 2020

Proposal for success

Anna Wallace improves project management for the marketing department.

September 25, 2020
Olivia Barrow
One Comment
Anna Wallace

When Anna Wallace sees something that could be done better or more efficiently, she immediately forms a plan to improve it.

When she arrived at $420 million asset Pelican State Credit Union in Baton Rouge, La., she noticed the marketing department was not using project management software. She had been introduced to Wrike, a project management software tool, in her first job out of college, and she saw firsthand how it helped organizations keep track of tasks.

She had only been at the credit union for three months when she put together a proposal explaining how Wrike could help the team become more efficient. 

Her supervisors were impressed by the unexpected proposal. With Wallace leading the implementation of the new tool, her team embraced it quickly.

Anna Wallace

Click to enlarge. Anna Wallace and a co-worker serve up good food and financial education for members.

“The impact is immeasurable,” Wallace says. “It makes us a lot more efficient, and it’s helped us with transparency and accountability. If we had to go back to emails and spreadsheets, I would lose it.”

Wallace entered the credit union movement as a Wrike enthusiast, but she quickly became a huge fan of the movement as well. Before she applied for the marketing specialist job at Pelican State, her husband got a business loan from the credit union for a new lawnmower after getting multiple rejections from other lenders.

“When I saw the job posting, I knew that’s where I wanted to be,” Wallace says. “We’re able to help so many people who would get turned down otherwise.”

In 2019, Wallace spoke at the Wrike user conference to share how the tool had improved Pelican State’s processes.

Meet the 2020 Credit Union Rock Stars

“Her advice was so well-received, it drove a lot of the attendees to ask more about the credit union movement,” says Pelican State Marketing Supervisor Frank Kerner. 

Wallace says she’s most proud of stepping outside her comfort zone to propose a different creative direction for a holiday loan promotion. The concept she suggested ended up driving one of Pelican State’s most successful unsecured loan promotions.

“I love that in my job I’m trusted and my leaders empower me to grow personally and in my career,” Wallace says. “It’s because of them that I feel so comfortable suggesting changes to our workflow and improvements to the member experience.”

Back Rock Stars Next

 

KEYWORDS Credit Union Rock Stars project management

Post a comment to this article

Report Abusive Comment

Credit Union Magazine: Winter 2022

Winter 2022

Credit Union Magazine’s Winter 2022 issue highlights data-driven marketing, the board’s role in cybersecurity, elder abuse scams, credit unions’ auto lending advantage, and more.
Digital Edition •  Subscribe

Trending

  • House passes CUNA, League-led board modernization bill

  • CFPB issues CUNA-opposed proposal on credit card late fees

  • Key committee leaders supportive of credit union priorities

Tweets by CUNA_News

Polls

Vote for the 2023 CU Hero of the Year

View Results
More

Champion for the Credit Union Movement

Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.

More CUNA

  • Membership
  • Contact Us
  • Careers

Resources for

  • Credit Union Advocates
  • Leagues
  • Press
  • Providers

Our Affiliates

  • American Association of Credit Union Leagues (AACUL)
  • Credit Union Awareness
  • Credit Union House
  • CUNA Strategic Services
  • National Credit Union Foundation
GET CUNA UPDATES
© 2023 Credit Union National Association | ADA Compliance Notice & Legal
Email Us