Meet the Team: Corporate Account Managers episode artwork

EPISODE · Feb 11, 2026 · 17 MIN

Meet the Team: Corporate Account Managers

from Financial Minds: Meet the Experts

A key role in accelerating credit union success is having those strong relationship builders and problem solvers on the front lines. This week on Financial Minds: Meet the Experts, we continue our Meet the Team series by spotlighting Vizo Financial’s team of corporate account managers and the vital role they play in credit union growth.Joining Jaime on this week’s episode are Robyn Cooper, Nic Gates, Steve Houser, Fran Molano and Ty Snavely to share how they serve as trusted partners to credit unions by navigating challenges, identifying opportunities and connecting them with solutions that support their goals.Together, they discuss:· A day in the role of a Vizo Financial corporate account manager· How to build trust and become a strategic partner for credit unions· Why listening critically is essential for credit union success· Ways they help credit unions navigate new and complex serviceselping credit unions navigate new and complex services· And more!Get an inside look at how our corporate account managers forge meaningful relationships and gain a true understanding of credit union needs to turn opportunity into growth. Then, don’t miss next week’s episode as we continue highlighting the teams that help credit unions succeed!Connect with us:Vizo Financial: www.vfccu.org LinkedIn: www.linkedin.com/company/vizo-financial

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Meet the Team: Corporate Account Managers

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