Valley Financial is a state-chartered credit union headquartered in Billings, MT, chartered in 1949. Here are the key facts and most recent NCUA Call Report figures.
The basics
- Headquarters: Billings, MT
- Chartered: 1949
- Charter type: State-chartered credit union (charter #68689)
- Field of membership: State Charter – Various
- CEO: Casey Klein
- Members: 38,943
- Total assets: $593,701,955
- Designations: Low-Income Designated
- Website: valleyfcu.com
Performance (2026-Q1)
- Net worth ratio: 10.60%
- Return on assets: 0.88%
- Delinquency: 0.30%
- Net charge-offs: 0.36%
- Loan-to-share: 78.8%
- Net interest margin: 3.62%
- Efficiency ratio: 77.6%
See Valley Financial's full financial profile on CU Wire Data →
Source: NCUA Call Report, 2026-Q1. Figures are as reported by the credit union.