Guest: Kelly Botti

What is the good, bad, and ugly of getting a coveted CEO job at a large, successful credit union? Kelly Botti of Trumark Financial to talk through the process of moving into a CEO role and lessons learned so far. 


  • [01:45] Kelly’s origin story and journey to Credit Union CEO. 
  • [11:15] Advice for those in middle management who want to move roles one day. 
  • [21:15] Best practices that Kelly has chosen to implement with her employees. 
  • [25:41] What Kelly is hopeful and excited for in the CU industry.


  • Give your employees the ability to have their own ideas and make their own mistakes to learn from. 
  • Credit Unions are seeing a huge shift in how they market and rebrand as they grow with the current economy and generations.


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After eight years at the credit union, Kelly Botti became CEO of Trumark Financial in 2022. A graduate of Villanova’s Law School, Kelly entered the legal world and then transferred over to a career in commercial banks before credit unions.

Mark Ritter is the CEO of MBFS and an expert in credit unions and business lending. His primary role at MBFS is overseeing the strategy of helping credit unions assist members with business needs and consulting with credit unions on planning the delivery of services to their membership.

Mark Ritter Website

Mark Ritter on LinkedIn


“Tenure isn’t the same thing as experience.”

Kelly Botti

“I think the most important thing for somebody to do in middle management in earlier phases of their leadership, is to really ask themselves what they are hoping to become, what are they hoping to do with their career?”

Kelly Botti