Jeff Bolser | Future Branches Boston

Future Branches Boston 2025

June 23 - 24, 2025

The Westin Copley Place, Boston, MA

Jeff Bolser

Chief Retail Officer Advia Credit Union

As Chief Retail Officer at Advia Credit Union, I oversee the retail branch network, member contact center, and corporate real estate functions. My journey in the credit union industry began as a teller, and I have since held various positions including consumer lender, branch leadership, Consumer Lending Manager, Regional Director, AVP of Member Services, VP of Consumer Lending, and now Chief Retail Officer. These diverse roles have provided me with a unique perspective on member experience and have fueled my passion for enhancing the experience for all Advia members while exploring new market opportunities, new ways to generate revenue, and new ways to bring our products and services to market.

Day Two: Meeting Customers’ and Members’ Expectations with Excellent Experiences

2:20 PM Panel: Creating a Consistent Culture after Mergers and Acquisitions

Mergers and acquisitions (M&As) are often game-changing opportunities for growth, but they also bring significant challenges—especially when it comes to unifying organizational cultures. Aligning values, workflows, and employee experiences across merged entities is critical to ensuring long-term success. This panel will explore how banks and credit unions can create a cohesive and consistent culture post-M&A, keeping employees engaged, and messaging a consistent and cohesive brand to members old and new. From addressing differences in leadership styles to blending operational policies and maintaining employee morale, this session will provide actionable strategies for fostering alignment without sacrificing identity. Attendees will hear leaders’ best practices for:  


  • Engaging employees during the transition to maintain morale, trust, and engagement during the integration process 
  • crafting transparent communication plans that resonate with employees and stakeholders 
  • taking home real-life lessons learned to sidestep common challenges 

Check out the incredible speaker line-up to see who will be joining Jeff.

Download The Latest Agenda