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Credit Unions 101 | Whitefish Credit Union

Written by Whitefish Credit Union Team | Feb 1, 2024 2:38:00 PM

Consumers have a wide variety of options when it comes to managing finances. While traditional banks have been the go-to option for many, credit unions are a strong alternative, offering unique benefits and services that traditional banks simply don’t.

In this blog post, we will provide an overview of credit unions, including what they are, how they differ from traditional banks, and the advantages and disadvantages of using a credit union. Whether you're looking for a new financial institution or just curious about the different options available to you, this is the place to get started!

What Is a Credit Union?

A credit union is a not-for-profit financial institution that is owned and controlled by its members. Unlike traditional banks, which are owned by shareholders and focus on maximizing profits, credit unions exist to serve the financial needs of their members. Credit unions offer many of the same products and services as traditional banks, including checking and savings accounts, loans, mortgages, and credit cards. However, credit unions typically offer these services at lower rates and with fewer fees than traditional banks.

The Differences Between a Bank and a Credit Union

While credit unions and banks are both financial institutions that offer a range of financial services, there are several key differences between the two that are important to understand when deciding which option to choose.

Ownership

One of the primary differences between credit unions and banks is their ownership structure. Credit unions are owned and controlled by their members, while banks are owned by shareholders. This means that credit union members have a say in how the organization is run and can participate in decision-making processes, such as electing board members and voting on important issues. In contrast, bank shareholders elect a board of directors to make decisions on their behalf.

Profit Structure

Since credit unions are not-for-profit organizations, they are focused on providing services to their members rather than maximizing profits. Any profits that credit unions generate are usually returned to their members in the form of higher interest rates on savings accounts, lower fees, better loan rates, and dividends. On the other hand, banks are for-profit organizations that prioritize shareholder returns above all else.

Membership Requirements

Banks are open to anyone who meets the account-opening criteria regardless of where they live or work, while credit unions have membership requirements that must be met before joining. These requirements may include living or working in a certain geographic area, belonging to a certain profession or industry, or having a family member who is already a member. 

Fees and Interest Rates

Because of their not-for-profit model and member-owned structure, credit unions often offer lower fees and better interest rates than banks. Any profits generated are typically redirected towards members through higher interest rates on savings accounts, lower fees, better loan rates, and dividends. Credit unions may also offer fee waivers or other benefits to members who meet certain criteria, such as maintaining a minimum balance or using a certain number of services. Conversely, banks are interested in maximizing profits, so they’ll charge higher fees or offer lower interest rates to make more margin.

Services Offered

Credit unions may offer a more limited range of services compared to banks due to their smaller size and budget. Technology is one area where banks are able to divert more resources, such as building an app and online banking capabilities. Remember that member satisfaction is a credit union’s main goal, so profit often circles back to members rather than an investment in technology. Also, banks may be able to offer more investment and wealth management products since, again, they are trying to encourage more spending. Both offer similar basic banking services like checking and savings accounts, mortgages, and personal loans

Customer Service

Customer service matters when selecting a financial institution so you’re able to get the care you need when you need it. As questions or issues arise, credit unions are more responsive and able to reach a resolution without transferring you around to multiple departments. They are smaller, more community-oriented, and want to maintain member satisfaction. Each branch has a decision-maker or can reach one with a quick phone call. Credit unions are known for their personalized service compared to banks, which have a taller hierarchy and the person answering the phone often doesn’t have the experience or authority to help. Plus, bank call takers are typically not local and are not as invested in a successful outcome. 

The Pros and Cons of a Credit Union

Credit unions offer a number of benefits to their members, but there are also some potential drawbacks to consider. Here are some of the pros and cons of credit unions.

Pros:

  1. Lower Fees: ATM, overdraft, and monthly account maintenance fees are often lower in a credit union, which saves members more money in the long run than at a bank.
  2. Better Interest Rates: Credit unions usually offer better interest rates on savings accounts, CDs, and loans than traditional banks. This can help members earn more money on their savings and pay less interest on loans.
  3. Member Ownership: Members of a credit union have a say in how the organization is run and can participate in decision-making processes since credit unions are member-owned and controlled.
  4. Personalized Service: Because credit unions are often smaller and more community-oriented than traditional banks, they are able to provide more personalized customer service to their members.
  5. Community Involvement: Credit unions have a strong commitment to their local communities and may offer community-focused programs and initiatives.

Cons:

  1. Membership Requirements: In order to join a credit union, member requirements like location or career must be met first, which can limit access to certain groups of people.
  2. Limited Branch and ATM Access: Credit unions may have a smaller network of branches and ATMs than traditional banks, which can make it less convenient for members who need to access their accounts in person to do so when traveling outside of their state.
  3. Limited Technology: Banks can invest more in technology development than credit unions due to their larger size. The lack of mobile banking services or apps may make it harder for credit union members to access their accounts online.
  4. Smaller Loan Limits: Members of a credit union may have a more difficult time getting a large loan because credit unions are often smaller than traditional banks and therefore have less capital.
  5. Less Brand Recognition: Credit unions may not have the same level of brand recognition as traditional banks, which can make it more challenging for them to attract new members.

Find What’s Right for You

Both credit unions and banks serve the financial needs of individuals, but they differ in a few key ways that might make one more suited to your needs. Structurally, credit unions are not-for-profit organizations that are owned by their members, while banks are for-profit and report to their shareholders. The member-focus of credit unions make them a great choice for those looking to have personalized service, secure better rates, and support the local community. If you prefer to skip membership requirements, have access to more branches, and find comfort in large brand names, a traditional bank may be a better fit.

Overall, it's important to consider your financial goals and priorities when choosing between a credit union and a bank. Do your research, compare fees and interest rates, consider the services offered, and evaluate the level of customer service provided to make an informed decision.

You may have driven by one of our Whitefish Credit Union branches if you’re in Montana. We are the largest credit union in the state with over $2 billion in assets and over 60,000 members! Whether you need a checking or savings account or a home, personal, auto, or business loan, we’re here for you.

Find out more about joining Whitefish Credit Union today!