BICUC

Hello, 

I am new to the credit union industry (came from the public sector) with over 15 years in facilities management. I recently started with a credit union as director of facilities. It is a brand new position and responsible for creating a facilities staffing plan. We have 3 billion assets, 22 branches, and 1 head quarters. We currently contract 95% of services, with the intent of bringing in some services in-house. We currently have one maintenance technician that mainly coordinates contractors and tends to urgent maintenance items. Overall, wondering what your position and staffing model is for maintaining your credit unions. Thank you!

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Cameron Green FMP
Director of Facilities
Fox Communities Credit Union
Appleton WI
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It's difficult to say. We have 8 branches and 7 remote ATMs. We have four FTE's in our department (including me). The last time we did an analysis, we had about one FTE too many for our s/f. Even though, we have an extra FTE, we are planning to expand 3 more branches in the next 2-3 years and our total operating expenses is below average. We keep our operating expenses low by focusing on automation, focus on being green, and troubleshooting issues remotely so that a technician does not have to come out.

If I were in your shoes, I would connect with HR to see what data they could provide on comparing your org to other FI's. There are some resources out there that they may have.

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Micah Arnold
Senior Project Coordinator
Bay Federal Credit Union
Capitola, CA
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Welcome to the credit union industry, Cameron! 

Our credit union is a little larger with 49 owned/leased properties and branches. At one point, I only had one maintenance tech and primarily contracted services. Over the last four years, I expanded our team with maintenance techs who had experience or certifications in various trades such as HVAC, plumbing, carpentry, etc. Bringing services in-house has been a huge win with an average 30%-40% cost savings. Our tech with HVAC experience and knowledge has been a great asset. He has built a strong relationship with our HVAC vendor and they've partnered together with ongoing maintenance. This includes our tech helping to diagnose issues and replacing filters at various locations, saving us on wait times and expense. If you have the opportunity to expand your team and bring services in-house, I think it will be a valuable addition. Currently, our team is a staff of 9 with 3 maintenance techs, each with different skill sets that allow us to take care of various projects.

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Christi McGonigal
Facilities and Construction Manager
Rogue Credit Union
Medford OR
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HI Cameron,  I work for a bank not a credit union.  However, we are a smaller community bank with about 20 buildings.  I currently have a staff of three maintenance technicians with varying levels of experience. In my past I have experienced both sides of the discussion of in house and outsourced maintenance in the financial industry.  I have found it valuable to have that person that can coordinate and has an escalatory role, while having others that are hands on day to day. Having a technician with a solid HVAC skill is invaluable, even if they aren't doing a 100% of the work.  Like Chirsti mentioned, this person can form relationships with the hvac vendor.  I would warn against expecting somebody be the hands on day to day maintenance technician, decision maker and coordinator. 

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Bryan Glatfelter CFM, FMP
Senior Facilities Manager
bglatfelter@epnb.com
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Hey Cameron,

We have 16 branches, Contact Center, Corporate Office, a community center 'micro branch', and 5 student branches that we provide support to. It is me and a Facilities Generalist that make up our department. The items we contact are locksmithing, HVAC, Cleaning, and Landscaping. I have also acted as PM/GC for 3 of the last 4 new spaces. I do not recommend that you operate this lean. I would recommend a team (including yourself) of 4-6.     Director, Service Manager, 3-4 generalist/techs depending on your spread and how much you do plan to pull in house. Feel free to shoot me an email, I'd love to connect about our departments! Sean.kemp@del-one.org 

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Sean Kemp
AVP of Facilities
Del-One Federal Credit Union
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