The Credit Union Leadership Podcast

Is your performance management system stale and uninspiring? We all agree that creating a motivating environment is crucial to coaching our team to be a high performing credit union. But how do we effectively motivate our managers to coach for performance? COO of CU1 comes on and shares a highly effective tool she has created to inspire managers to coach their team for performance.   In this episo...

How do we prepare for evaluations? Do we have a thought process in place that helps us boast in our accomplishments while being aware of the situation and people around us? We bring on Founder of Young Professionals Team Affinity Group at UNIFY Credit Union, Sarah Thompson to hear how we can use the refinement process to prepare for evaluations and more!    In this episode we cover: Using the Refi...

Our jobs are changing, our lives our changing. Change is hard. Everyone is talking about the rapidly changing technology like AI and Crypto, but are we talking about how do we mentally prepare ourselves and our team for change? We bring on Amazon bestselling author, CUNA "Credit Union Rockstar" and CU Times "Under 40 Trailblazer," James Robert Lay, to talk about how to we lead ourselves in persona...

We are moving to an entirely different world. All of the financial institutions are fintech catering to growing consumer demands to get banking done in real time. We bring on futurist, Brett King, the author of Banking 4.0 to cover the epic reframing of how we must think of banking.   In this episode we cover: How banking will reframe in the next 30 years. Who are the fastest growing financial ins...

There is a myth that a strong team is all about the chemistry of the people. We bust that myth with Jim Collison by talking about how the intentional decisions of the leader can build a high performing team. Collison is the CliftonStrengths Community Manager for Gallup and produce Gallup's Called to Coach and the ClifonStrengths Webcasts    In this episode we cover: What are CliftonStrengths Why t...

Are you getting a case of the Mondays? Albrecht and Anderle dive into four key areas to look into when work feels like a dumpster fire and how to turn that around.     In this episode we cover: What DUMP stands for Exploring what it means to find work that meshes with your brand How the Umbrella Man symbol should be lived out in our department. Working smarter not harder The mission of the credit...

This is a bonus episode that was given to us from our time with Dr. Elliott Jardin. ----more---- Using your Brain to Train Part 2: Dr. Elliott Jardin's office hours. It's an extra credit episode of the credit union leadership podcast with our friend, Dr. Jardin. Podcast Extra innings Learning, Preparation, and Emotion in Training Scott Anderle and Scott Albrecht discussed with Elliott the signific...

Our movement is fueled by a desire to serve others. We may find ourselves or our employees passionate about the mission of the credit union, but not loving there work. America's Career Coach, Ken Coleman is a 2 time best selling author and the nationally syndicated radio host of The Ken Coleman Show. We bring him on to share how to make it and what to do once you've made it to the job you love.  ...

Our mission with this podcast is to serve hope clearly, providing access to industry perspectives in the credit union movement. We want to raise leaders who focus on creating a culture around sales and service. We believe this will improve the financial well-being of our members and change the world.   We aim to reach 65,000 new learners within the credit union movement by the end of 2026. Our pod...

We want to be giving the best service possible for our members. This will build confidence with them trusting us with their finances. In this episode our co-host, Anderle talks about how the skills from the food service industry translates to the financial service industry.    In this episode we cover: Why competence is the key element in service excellence, regardless of industry How we use empat...

The credit union movement is one that champions women leadership. One of the founders of the CUNEB as Louise McCarren Herring, from Ohio. Our guest, Emily Leite is the Chief Advocacy Officer at the Ohio Credit Union League, with nearly a decade of state and federal credit union advocacy experience.   In this episode we cover: How the Ohio Credit Union League keeps the legacy of Louise McCarren Her...

The tattooed nerd teaches us tips and tricks to make the most of our virtual trainings and meetings, which seem to becoming the norm. Patrick Kelley is currently the Distinguished Architect at Zoom and has previously worked for Microsoft.   In this episode we cover: What does it mean to Never Leave Good Enough Alone How to use zoom to enhance your role as an educator and presenter.  Zoom AI featur...

Financial literacy and autonomy in the 21st century will require our movement to understand, embrace and educate the paradigm shift of digital assets and decentralized/distributed technologies. What will we do when our member wants to use digital assets and protect their wealth? Executive Vice President at St. Cloud Financial Credit Union, Chase is a pioneering leader in the credit union sector an...

Get down with the system. While systems are good, over-reliance on the process could lead to poor behaviors in referral sales. In this episode we give practical tips to help you and your team focus on the behaviors of a referral sales champion rather checking off the boxes of the systems in place.    In this episode we cover: How to catch your team doing referral sales right Redirecting behaviors...

As a movement we want to improve the financial lives of our members but we may be unwilling to sell products because it makes us uncomfortable. In this episode we connect selling with meaning and relevance to inspire front-line employees and leaders to improve the financial lives of our members.   In this episode we cover: How to respond to common excuses of why team members do not want to sell. H...

We say we are about people helping people, but most of us are killing the industry softly with our teller stare. We discuss how service excellence is how we embody the value of helping people as Scott & Scott delve into a wealth of actionable advice to combat the dreaded, "Friday fatigue."   In this episode we cover: Challenges leaders face with excellent service. The Teller-Stare Hierarchy of...

Leaders should be focused on how to transform good into great. The challenge we face is that we get overwhelmed with the urgent tasks that distract us from the important coaching tasks we have as a leader. Our class, Coaching For Performance, is focused on the science of coaching and how to practically do this. In this episode we focus on the art of coaching while sharing some secrets from the cla...

Studies show that over half of the current credit union CEO's will retire within the decade. The alarming fact is that 56% of new CEO's typically fail within the first 18 months. Don't be the average CEO. Listen to this episode and learn how to be a leader worth following.   In this episode we cover: Significant elements that are vital for the prosperity of new CEOs. The challenge for CEO's to be...

Do I want to be an order taker or a pushy salesperson? In this episode we talk about the two extremes in sales and using the credit union mission to find the balanced middle.  In this episode we cover: Identify if you lean towards being a passive order taker or pushy salesman and how to be in the well balanced middle.  Examples of how to and how not to do referral sales as a balanced salesperson. ...

What separates the good from the great? We all know a great leader when we see one. But can we define a great leader? In this episode we discuss how our Vertex course defines and trains great leaders.    In this episode we cover: Using your attributes to the maximize potential.  Over and under emphasizing outcomes and behaviors The importance of clear communication regarding mission Setting clear...

Most people have apprehension when asked to do a sales based role in their job. We look at the top three reasons why sales can be challenging and give you a solution to rise above these hurdles.   In this episode we cover: Top three reasons people are reluctant to do sales. Member-Centric vs Profit-Focused sales models The significance of The Umbrella Man in our movement. How credit unions are cou...

Service Excellence is what defines the credit union movement, but the recent ASCI survey on customer satisfaction begs to differ. In this episode we emphasize the need for maintaining attention to detail and customer satisfaction.   In this episode we cover: Where Chick-fil-A and credit unions are similar. Speed between credit unions and other financial institutions. The evolution of service excel...

A cap off of a great run- Season 5 ends with leaders @Chris Bryan our COO and @Taylor Murray our CEO as we discuss our past year and what's to come at ServiStar Consulting.     

According to Gallup research, most workers in the world are disengaged with their work. For the past 5 years, ServiStar new hire, Scott Anderle, has worked at Chick-fil-A, where his team built a culture around being the most caring company and how to apply this sense of mission to your credit union.    In this episode we cover: Find your purpose.  Find a company whose mission aligns with your purp...

With mergers becoming more common within the movement, we decided to discuss the process. For the past 20 years, our guest, Mike Bell, has completed the majority of credit union purchases of banks and other businesses, including insurance, investment, and trust companies and real estate brokerages and mortgage originators.   In this episode we cover: Strengths of both a progressive, high-risk taki...