Synergent’s mission is to ‘help credit unions succeed and improve the financial lives of their members.’ In our monthly Employee Spotlight series, we feature one of our dedicated staff members to help you get to know the people who are working as an extension of your credit union team.
Pat Mileski
With more than 12 years at Synergent, Pat Mileski has played a key role in shaping the way credit unions operate and thrive through innovative solutions. Over the course of 17 years in the credit union industry, his career has been a journey of growth, adaptability, and a deep commitment to supporting credit unions.
“As a Product Analyst, I administer the Salesforce platform and provide support to internal and external customers while providing credit unions with the best tools available to serve their membership,” states Mileski.
A typical day for Mileski starts with credit unions’ needs top of mind. He begins by checking his emails and Teams messages to ensure there are no urgent issues requiring immediate attention.
“After that, I focus on product initiatives for upcoming launches while also managing incoming support requests to Salesforce from both internal and external users,” Mileski details. “I dedicate time to a company-wide project aimed at improving our Salesforce environment, specifically in Support, Sales, and CPQ for pricing. If any communications need to be created, I make time for that as well. Throughout the day, I typically attend a few meetings to discuss partnerships, project statuses, collaborate with Salesforce consultants, or meet with stakeholders on various projects I’m working on.”
Driving Credit Union Solutions with a Range of Expertise
Throughout his time at Synergent, Mileski has taken on multiple roles, gaining valuable experience at every stage.
“Since I began my career in 2013 as an Implementation and Training Analyst, I’ve held four different roles,” Mileski says. “I started on the Implementation team before transitioning to the Sales team, where I conducted core demos for new prospects and add-on demos for existing clients. When Sales was reorganized, I moved into a support role for the Business Development and Account Relationship (now Client Success) teams. From there, I transitioned to the Product team, where I am currently based. Throughout this journey, my role has evolved from implementing and training on the solutions we offer, to selling them, and now helping launch new products and services that provide the best tools for credit unions.”
The move to Synergent was a natural progression after working in a credit union’s back office, where Mileski gained invaluable experience in credit union operations.
“Prior to Synergent, I worked five years at a credit union in the back office and eventually wanted to join Synergent to apply what I had learned on a larger scale,” Mileski reflects. “My Implementation and Training role initially prepared me for where I am now presenting to credit unions on many different levels—demos, roadmap sessions, internal training sessions, and more.”
Building Relationships and Driving Client Success
With so many transitions, one might wonder what keeps Mileski engaged in his work.
“I enjoy working with both Synergent and credit union users, building strong relationships internally and externally,” Mileski explains. “Synergent is filled with talented individuals, which allows me to learn something new every day. I also take great satisfaction in hearing success stories from credit unions about how our products save them time, improve efficiencies, and help prevent fraud.”
Mileski’s work directly impacts credit unions in several ways, a component of his job of which he is immensely proud.
“I help manage the Salesforce/My Synergent platform, which credit unions use to communicate with Synergent,” Mileski adds. “This includes creating cases, reviewing knowledge documents, collaborating with peers, and submitting ideas to Synergent, among other tasks. Additionally, my work affects both the current and new products and services that credit unions need to thrive. Our team evaluates the products credit unions are using, addresses any questions they may have, and stays up to date on market trends to ensure we offer the best available products. We prioritize what matters most to credit unions by gathering feedback through surveys and user group sessions.”
Outside of work, Mileski’s life is all about family and adventure.
“I love spending time with my wife Erin, my two-and-a-half-year-old daughter Revi (Reverie), and our dog Howie (a Great Pyrenees), and going on adventures and traveling with them,” Mileski says with a smile. “We love spending time on the water in our boat at Sebago Lake and finding the best lobster rolls. So far, Patches in Standish is the BEST.”