Join us for an exclusive episode featuring Michelle Shelton, COO of Coastal Credit Union, as she shares her inspiring personal journey, leadership lessons, and vision for the future of credit unions and financial services! Whether you're passionate about leadership, DEI, digital banking or wealth management, this conversation offers invaluable insights for professionals and newcomers alike.Michelle discusses:Her transition from Canadian banking to becoming a C-level executive in the U.S.The dynamic career possibilities within financial institutions.The crucial role of financial education and inclusion.The future of wealth management in credit unions.Strategies for attracting the “Henry” (High Earners, Not Yet Rich) segment.Overcoming challenges as an immigrant and a woman leader.The impact of AI, technology adoption, mergers, and organizational efficiency.Top priorities for credit unions in 2025 and how to measure ROI in a shifting economy.Watch, learn, and be inspired by Michelle’s candid reflections and actionable advice!Video Chapters (Timestamps)00:00 – Introduction & Guest Welcome01:00 – Michelle’s Journey: From Teller to COO02:55 – What Drives Michelle: Learning & Leading04:50 – Stepping into Operations at Coastal Credit Union06:10 – Why Choose Credit Unions? Purpose & Mission08:00 – The Future of Wealth Management in Credit Unions10:00 – Attracting the “Henry” Segment: Digital and Human Touch12:00 – Lessons from Immigration & Career Transitions14:00 – Navigating Challenges & “Secret Sauce” for Growth16:15 – Credit Union Mergers & Market Outlook17:50 – 2025 Priorities: Efficiency, AI, and Investment ROI19:10 – Final Thoughts & Rapid Fire#CreditUnions#WomenInLeadership#FinancialInclusion#WealthManagement#BankingCareers#DigitalBanking#AIInFinance#LeadershipJourney#Immigrant Success#FutureOfBanking#GenerativeEngineOptimization#FinancialWellbeing#MichelleShelton#CoastalCreditUnion#PodcastInterview

Join us for an insightful and in-depth conversation with Lisamarie Meyer, SVP, Director of Minnesota Branches at Trustone Financial Federal Credit Union, as she shares her extensive experience and unique perspective from over three decades in the financial services industry. With a remarkable 15-year tenure at Trustone, Lisamarie has been a pivotal force in establishing and managing their thriving retail network.In this compelling episode of the Women of Community Banking Podcast, Lisamarie provides a deep dive into:Episode Highlights:A Journey of Purpose: From Big Banks to Credit UnionsDiscover Lisamarie's intriguing career trajectory, including her decision to transition from a large, established bank to the dynamic world of credit unions. She passionately articulates what truly motivates her – it's not just about financial transactions, but about leading and empowering passionate individuals to deliver exceptional experiences within the community. Hear how her belief in people, both her team and the members, drives her daily.The Heart of Banking: Why Credit Unions Stand ApartLisamarie eloquently explains the fundamental differences that drew her to the credit union movement. She contrasts the "black and white", shareholder-driven policies of big banks with the flexibility and "gray area" approach of credit unions. Learn how this allows for a more personalized, empathetic, and ethical way of serving members, helping them navigate financial challenges and fostering generational relationships.The Evolving Landscape of Retail Banking: A Hybrid FutureGain invaluable insights into Lisamarie's vision for the future of retail banking. She strongly advocates for a hybrid model where brick-and-mortar branches seamlessly integrate with digital services. Understand why, even in an increasingly digital world, the human connection remains paramount for significant financial decisions and complex issues. She also discusses how younger generations, while tech-savvy, still value the option of in-person interaction for education and personalized guidance.Lessons from a Distinguished Career: Communication, Adaptability & True LeadershipDrawing from her extensive career, Lisamarie shares practical and profound lessons learned. She emphasizes the critical importance of effective communication, active listening, and continuous learning. Discover why she believes in "putting yourself out there" and embracing new challenges, even if it means "stubbing your toes." Most importantly, she defines true leadership as compassionate guidance that empowers people to grow, extending far beyond a mere job title.Navigating Challenges: Staffing, Technology, and the Human TouchLisamarie openly discusses the significant challenges she's faced, particularly in staffing and adapting to new technologies like AI. Learn her strategic approach to interviews, focusing on purpose and internal promotion, and how she's learned to effectively educate a diverse workforce on technological advancements by understanding individual learning styles.The Path Ahead: Trustone's Vision for 2025 and BeyondLooking forward, Lisamarie provides an optimistic yet grounded outlook for 2025. She explains how Trustone plans to navigate macroeconomic uncertainties by doubling down on "best-in-class service." Understand why consistently enhancing the member experience, delivering value, and fostering genuine relationships are considered the ultimate differentiators that will drive sustained growth and cement Trustone's position in the community.This episode is an essential listen for banking professionals, aspiring leaders, and anyone keen on understanding the evolving dynamics of financial services through the lens of a dedicated and insightful leader.:#RetailBanking #Leadership #WomenInBanking #Trustone #Podcast #Banking Trends #CustomerService #Digital Transformation #CareerJourney #HumanConnection #MinnesotaBanking #FinancialLeadership

Welcome to a brand new, highly engaging episode of the Women of Community Banking Podcast! Your host, Anurag Mukherjee, is joined by the insightful and experienced Bhavna Guglani, Chief Digital Officer of BCU( @loveBCU ) This interview offers a deep dive into the dynamic world of digital finance, leadership, and the future of community banking.Bhavna Guglani brings a truly unique and comprehensive perspective to the table, forged over 25 years of diverse experience across the financial industry. Her journey began in consumer banking in India and the UK, transitioned into a significant decade-plus tenure in the cutting-edge FinTech sector (including her role at Savi Money), and now sees her at the forefront of digital innovation for BCU, a prominent credit union based in Chicago. She possesses a rare "360-degree view" of consumer finance, shaped by her exposure to multiple geographies and varied organizational structures.In this episode, Bhavna shares not just her professional expertise but also the personal story behind her drive. Discover how her background as a dedicated "sports kid" instilled the discipline, collaboration, and leadership qualities that seamlessly transitioned into her successful management career. She articulates her deep motivation: impacting people's daily financial lives and thriving in cultures that prioritize progressive products and strong organizational values.