About Us

Testimonials

Had a major impact on me

I've been through a lot of different courses for leadership at several companies and the Marine Corps. I felt your course did an amazing job of presenting invaluable information in a way that was easy to follow and understand. It was also quite fun. You have actually had a major impact on me, but because of that it extended to the entire credit union. It's also resulting in better member service, which I believe will in turn help us grow our member base.

Matt P.

Fire Police City Credit Union
‍Branch Manager

ServiStar: Impactful Leadership

The ServiStar course was extremely powerful + I cant wait to continue implementing my learning so that I can be a more impactful leader for my team.

Anthony C.

Royal Credit Union
Branch Manager

Vertex: A Game-Changer for Team Development

I truly love the Vertex program and use it daily. The team building and coaching has made a difference in my entire team. We really embraced it and used it as a way to develop and engage employees.

Carlynne P.

Holy Rosary Credit Union
AVP of Financial Services

How We Got Here

Over the past 25+ years, we’ve partnered with hundreds of credit unions across the country, guiding them through transformations that led to award-winning cultures and measurable business results. Our approach blends research-backed training, credit union-specific expertise, and an unwavering commitment to making it easy for clients to succeed. Today, ServiStar is proud to be a CUSO serving credit unions exclusively.

Culture First

Because it's the engine that drives performance.

Leadership at Every Level

Because great cultures need great leaders.

Ongoing Partnership

Because transformation isn't a one-and-done event.

DEFINE

Behavioral Standards

We partner with credit unions to clearly define behavioral standards that align with their values and purpose. These aren’t generic checklists, rather they’re mission-based behaviors that reflect the unique identity of each organization.

ALIGN

Culture Through Training & Onboarding

Behavioral standards become the foundation for aligning culture through hiring, training, coaching, recognition and performance – making culture a practical, everyday driver of results.

Develop

Leaders Who Reinforce Culture

Culture is sustained over time by developing empowered leaders that motivate and develop their teams.

Our Approach

Grounded in Research. Built for Impact.

In partnership with the Filene Research Institute, we uncovered the traits and behaviors that define high-performing employees and leaders within the credit union industry. This groundbreaking research forms the foundation of everything we do — from how we support leadership development to how we foster cultural alignment across organizations.

Our approach isn’t based on theory. It’s backed by data, tested in credit unions and designed to create lasting and measurable change.

Attributes and Skills of Highly Effective Credit Union Managers

Read Our Report

Research-Driven Training Design

ServiStar has partnered with the Filene Research Institute to produce important research that provides insight into the skills and attributes that create high-performing managers and employees.

This research is the foundation of the training that ServiStar presents to your employees.

As a proud CUSO, we exclusively serve credit unions. Our team is made of practitioners with years of industry experience. Our services follow a member-centric model built according to your needs. We start from the ground up with each client, allowing us to identify unique concerns and develop solutions that address them.

Meet Our Team

The Experts

Our team of experts brings decades of hands-on credit union experience, guiding leaders and staff to build thriving, member-centric cultures. We've walked in your shoes, understand your challenges and partner with you to achieve lasting performance and growth.