Credit Union Profile Marketing Goals & Challenges Expert Business Development Case Study Since its founding in 1939 by a handful of Bell Telephone Company of Pennsylvania employees, TruMark Financial Credit Union has grown to be a leader in the credit union industry. TruMark Financial provides savings, transaction, and credit services solely for its members, who live, work, worship, volunteer, or attend school in the Southeastern Pennsylvania counties of Bucks, Chester, Delaware, Montgomery, and Philadelphia. Between 2008 and 2017, TruMark Financial experi- enced a period of rapid growth to over $2.1 Billion in total assets (as of 9/30/2018), encompassing 10 mergers and 15 new branches, and was poised to expand into new markets. In 2017, Nanci Walls, AVP of Business Services for Tr

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