5 Tips for Organizing Your Bank and Credit Unions Social Media


5 Tips for Organizing Your Bank and Credit Unions Social MediaGetting organized can be a challenge for any job.

Social media management for your bank or credit union can be particularly challenging. There’s brand management, customer service, marketing strategy, campaign tactics… all vying for your attention, and their place online.

Information moves fast, and if your team isn’t out front and keeping up, it will get left behind. Social media managers have to stay on top of things.

5 Tips for Organizing Your Bank and Credit Unions Social Media

Before you even think about getting organized, first decide how you can focus your efforts. It’s easier to be effective using one or two social media platforms than to use five of them poorly. 

Which do you focus your efforts on?

  •      Facebook- biggest and most popular; lower posting frequency
  •      Twitter- frequency, out of area support; high posting frequency
  •      LinkedIn- business focused; higher posting frequency
  •      Instagram- Great pictures, storytelling; lower posting frequency
  •      Pinterest- Drive hits to website, sales, excellent visuals; very time consuming

5 Tips to Get Organized

1. Digital Tools

Digital tools are one of the easiest ways to stay organized and work smarter.

Use a dashboard like HootSuite or Sprout Social, and social media collaboration tools, for efficiency.

Another set of digital tools used for staying organized are time tracking and project management programs. Here are a few of our favorites.

Time Tracking:

Project Management:

2. Content Calendar

Planning out social media posts can be time-consuming (and don’t let anyone tell you otherwise!). Keep track with a content calendar. It also makes working across departments, teams, and locations easier to manage.

Find a sample calendar download here

3. Schedule Posts

Scheduling posts will always save time.

Posting can be tough when you are distracted by the need to publish at certain times of the day. Scheduling your posts in advance allows you to plan and know it’s done. 

4. Curate

What content are people posting about the financial industry? Which news stories are getting talked about? These are the kinds of things a social media manager have to know.

As you curate content, use tools like Pinterest, Pocket, and spreadsheets to manage resources and keep information current. 

5. Process

Simplifying processes is another way to get organized. For small bank and credit union teams, using Dropbox or sharing Google Docs can simplify your resource and assets.

For larger financial institutions with multiple locations and bigger teams, tools like DynamicSignal, SocialChorus, and PostBeyond are worth the investment. 


Getting organized can take some work, but the payoff is worth it. You want to do your job quickly and efficiently, while constantly staying up-to-date and ready to respond no matter what the circumstance.


About Author

Laurie Heard

Laurie Heard is President and co-owner of Move Digital & Our Valley Events where she handles the day to day business of a busy digital media agency and consults with local businesses about how to maximize their marketing efforts. When she isn't at a computer, Laurie loves to travel (she's seen the entire British Royal Family- pre Kate) and read (fiction and non-fiction). And she loves chocolate.