Redwood Credit Union was founded in 1950 and is one of the nation’s largest credit unions, with as- sets of $4.4 Billion (as of 9/30/2018). An industry leader in member satisfaction surveys, Redwood Credit Union serves over 260,000 members in Cali- fornia’s North Bay and San Francisco. Credit Union Profile Redwood Credit Union is one of the leading lend- ers in its markets and has had great success as a commercial real estate and Small Business Ad- ministration (aka SBA) lender. However, Redwood also wanted to increase its business banking profile and grow its core C&I lending. To do this, the credit union needed to get directly in front of business owners, which proved to be a daunting task despite its previous success and excellent rep- utation. Redwood faced the additional cha

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