The Credit Union Sales and Marketing Podcast

The Credit Union Sales and Marketing Podcast
Podcast Description
Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical.
The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
Podcast Insights
Content Themes
The podcast primarily focuses on sales and marketing within the credit union industry, with discussions applicable to community banking. Notable episode themes include navigating sales dilemmas, the rebranding journey of Suffolk Credit Union, and creating lasting brand identities. Examples include episodes discussing the necessity of balancing sales and service, the importance of a strong value proposition, and the emotional connections consumers seek with brands.

Each week, your hosts, Bill McKenna, Paul Robert, and their special guest, discuss what’s happening in the credit union sales & marketing world. While their focus is primarily on the credit union industry, many of the topics and discussions can also be applied to the community banking vertical.
The primary goal of this podcast is to create engaging discussions about how you best align the efforts of sales and marketing teams at financial institutions. How do you get them to work more effectively to accelerate growth and maximize impact and earnings.
In this episode of the Sales and Marketing Podcast, hosts Bill McKenna and Paul Robert engage with Susan Toalson McGinty, the SVP Chief Growth and Advocacy Officer at the University of Illinois Community Credit Union. They discuss the multifaceted role of credit unions, emphasizing the importance of advocacy, differentiation from traditional banks, and the integration of technology in enhancing member engagement.Susan shares insights on building a culture of “do more good,” the significance of purpose in business development, and the challenges faced by smaller credit unions in balancing multiple responsibilities.Takeaways· Advocacy is essential for credit unions to grow and educate legislators.· Understanding the differentiation between credit unions and banks is crucial.· A culture of 'do more good' can drive member engagement.· Technology plays a vital role in modern credit union operations.· Building relationships is more important than transactional interactions.· Purpose-driven business development leads to sustainable growth.· Integrating business development with retail teams enhances overall success.· Empowering staff to represent the credit union is key.Keywords:#creditunions #businessdevelopment #advocacy #technology #financialservices #memberengagement #marketingstrategy #communitygrowth #financialliteracyHosts:Bill McKennaPaul RobertGuest:Susan Toalson McGinty

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