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How to Incorporate Work-from-Home (WFH) Days at Your Credit Union

By Ashley LaBombard, Marketing Associate, Sharetec
October 23, 2023

As financial institutions and other businesses become more tech-savvy, we see more companies offering work-from-home (WFH) opportunities to their employees. While credit unions are known for their exceptional in-person services, implementing WFH days for non-member-facing staff can have many benefits. Here’s how to go about incorporating work-from-home days at your credit union.

1. Talk to Your Board

Ultimately, your board must decide that offering a WFH option is a good idea. Before you present the idea to your board, be sure to do your research, have a plan, and put together a presentation showing the benefits. Some of the benefits you could mention include the expansion of your hiring options to talent outside of your municipality, the ability for staff to work when they can’t come to the office, the likely increase in employee retention due to enhanced schedule flexibility, and savings on gas and general wear on personal vehicles.  Your presentation should also include the potential cost of supplies such as laptops. If supply costs end up being more than the credit union’s budget allows for, you may have to put off implementation until next year.

2. Collaborate With Management

Once your board agrees to incorporate work-from-home days, you’ll need to have a meeting with the managers of each department. Managers of non-member-facing staff should begin planning WFH schedules and set aside time to discuss this new option with each employee. Managers of member-facing staff should relay the information and explain how it will benefit the credit union.

3. Prepare for Some Backlash

You are bound to have at least one disgruntled employee who doesn’t agree with WFH days. This could be due to being a member-facing employee who can’t utilize this new option, or being an employee who simply doesn’t like working from home, or even a member of management who believes their staff will be less productive at home. Either way, you need to prepare for some backlash – because change is never easy, and some people handle change better than others.

If your credit union is considering adding work-from-home flexibility to their routine, keep these points in mind to help the process go as smoothly as possible.

Connect with Sharetec to learn more.

About Sharetec

Sharetec is a cutting-edge technology company providing the latest in core processing software. Sharetec’s robust, yet easy-to-use, web-based core includes everything needed to run credit union operations and create an effective digital experience for members.