Charter Oak Names Senior Vice President - Chief Retail Officer

Waterford, CT – Charter Oak Federal Credit Union has promoted Sundae Franklin to Senior Vice President-Chief Retail Officer overseeing Charter Oak’s expansive 16-branch network as well as the credit union’s branch administration and training teams.

“Sundae has extensive banking experience and her thorough knowledge of our retail branch operations will greatly help Charter Oak as we continue to broaden our banking services to our growing membership in eastern Connecticut,” said Brian A. Orenstein, Charter Oak’s President and Chief Executive Officer.

Over the past five years, Charter Oak has aggressively grown its retail banking network by opening four new branches in strategic locations within New London and Windham counties, creating one of the largest and most convenient branch networks of any financial institution in eastern Connecticut. “I’m confident that Sundae’s strong service and sales skills, combined with our strategic branch expansion, will further strengthen Charter Oak’s position as eastern Connecticut’s leading financial institution,” Orenstein said.

Franklin, who lives in the Quaker Hill section of Waterford, has nearly 25 years of financial services experience, including expertise in branch operations and lending operations. She joined Charter Oak in 2008 and served as the manager of Charter Oak’s Niantic branch. She was promoted to Assistant Vice President in 2011 and three years later was named Assistant Vice President-Regional Sales Manager. In 2015, Franklin was promoted to Vice President-Sales Manager overseeing Charter Oak’s branch network operations.

 Charter Oak is eastern Connecticut’s largest credit union with assets of $1.1 billion as of September 30, 2018. For more information about Charter Oak’s broad range of financial products and services, please visit any of our convenient branches, or visit our website at, or contact our Call Center at 860.446.8085 or 800.962.3237. Federally insured by NCUA. Equal Housing Lender.

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Charter Oak Federal Credit Union is like a bank, just better! We’ve been proudly serving eastern Connecticut since 1939 and we offer great checking, deposit, lending, insurance and investment products. And because we’re a credit union, we’re owned by our members, not by shareholders. So we can offer lower rates on loans and higher rates on deposits. It’s easy to become a Charter Oak member: simply live, work, worship, learn, or volunteer in New London or Windham counties. So join today and see why Members Bank Better at Charter Oak!