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. 

Links from show:

Are you ready to become the leader you know you can be? Sign up for one of our leadership classes here.

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

We want to hear from you! Talk with us so your podcast can best serve you.

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.

Links from show:

Click Here to see the Umbrella Man

Interested in becoming a sales champion? Sign up for our course here.

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

We want to hear from you! Talk with us so your podcast can best serve you.

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.

Links from show:

Click here to see American Customer Satisfaction Index to see how credit unions and banks compare today.

Free Resources - watch our leadership minute videos and get our free books to inspire you to give excellent service.

Interested in service excellence? Sign up for our course here.

Subscribe to The Credit Union Leadership Podcast on your favorite streaming service.

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. 

Links from show:

• Scott Anderle
  • Email to set up time to talk through some ideas and see how we can develop you

Click Here to look at Becoming A Sales Champion course and other trainings ServiStar has to help your team connect to your mission. 

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

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 taking credit union and non-progressive, traditional credit union.

Links from show:

• Mike Bell
  • 269.337.7877

Click Here to look at all the trainings ServiStar has to offer

Subscribe to ServiStar Leadership Podcast on your favorite streaming service

As leaders in the credit union, we have either been involved in or intrigued by the hiring process for executive level members. 

Our guest, JT is the president of Angott Search Group. JT is committed to search and recruit for a wide range of position levels in the credit union sector, including everything from CEOs, CFOs and CIOs to loan officers, business bankers and branch managers.

He shares with us the rookie mistakes and ways to be a memorable candidate when applying for a management or executive role. 

• The interview process is a two way street

• Contact JT Westendorf

• Email JT at [email protected]

• Subscribe to ServiStar Leadership Podcast on your favorite streaming service

• Click Here to look at all the trainings ServiStar has to offer

ServiStar is growing and scaling to be able to offer new solutions to help credit unions grow while maintaining the same level of consistency credit unions have come to us for. Our mission is to inspire transformational change in credit unions and to help us do that, we recently onboarded a new COO, @Chris Bryan 

On this podcast, Chris shared his story of why working in this great industry got him hooked early on, who he trained in new hire orientation, and what he has in common with our CEO and producer. 

Here is a sneaky peak at his recent accomplishments: 

A new an improved learning library- did someone say "Masterclass" 

Also these Bundle packages- new for 2024 

Contact us to secure your bundles and receive more information.

Launch your employees unparalleled growth through Our Credit Union PhD, Service Excellence, and Becoming a Sales Champion or Referral Sales Champion workshops.

Your employees first dive into the rich history of financial cooperatives, where "people helping people" sets the cornerstone, in our popular Credit Union PhD workshop. Then, we’ll equip them with the skills and mindset to elevate your members’ experience to new heights through our Service Excellence workshop. In Becoming a Sales Champion, they’ll develop skills to improve your members' financial wellbeing by seamlessly presenting relevant products and solutions. Alternatively, for those in roles focused on referrals, our Referral Sales Champion workshop opens doors to unmatched expertise.

Don't miss out on this extraordinary opportunity! Contact us now; this bundle is in high demand and workshop seats fill up quickly.

Unleash the potential of your new leaders with the Spring 2024 Emerging Leaders and Coaching for Performance development programs.

Credit unions typically provide about two weeks of training to a new teller. But how much training is provided to a new manager? This is the best investment you can make in your new leaders!

Our Emerging Leaders program equips your rising star with the foundations of leadership such as building trust, establishing themselves as leaders and managing their former peers. In Coaching for Performance, we arm leaders with tools to propel their team to new heights. We cover the difference between coaching and managing, how to effectively redirect undesired behavior, and ways to coach their team during a busy workday.

This is a game changing bundle that empowers your new leader to craft a legacy of success. Contact us today!

Elevate your Top Talent's success with the Spring 2024 Vertex Live Nationwide development program, Summer 2024 Emotional Intelligence workshop and Fall 2024 Coaching for Performance program.

Vertex Live Nationwide is our flagship program where leaders learn to deploy skills that will supercharge leadership performance, employee engagement, member service and profitability. Our Emotional Intelligence workshop is a dynamic and interactive program that dives deep into the core aspects of Emotional Intelligence, teaching essential skills for leaders to navigate both work and life with poise and mastery. In Coaching for Performance, we arm leaders with tools to propel their team to new heights. We cover the difference between coaching and managing, how to effectively redirect undesired behavior, and ways to coach their team during a busy workday.

This is our most popular program for credit union leaders. Contact us today to unlock the gateway to stronger leaders!

Watch your Branch Manager soar to new heights with our Spring 2024 Becoming a Business Development Champion and Fall 2024 Vertex Live Nationwide development programs.

Becoming a Business Development Champion equips branch managers with the knowledge and skills to thrive in today’s competitive financial landscape by leveraging market trends, growth opportunities, marketing strategies and strategic partnerships. Vertex Live Nationwide is our flagship program where leaders learn to deploy skills that will supercharge leadership performance, employee engagement, member service and profitability. Through cohort-based learning, your leaders will transcend boundaries, networking with other credit union professionals to gain fresh perspectives on credit union leadership.

Don't let the competition outpace you. Contact us today to ensure a spot for your high-performing branch manager!

• Our Solutions

Grab a pen and some paper. The latest vertex live nationwide class got a new topic - Emotional intelligence. They did a fantastic job giving the ServiStar team questions to answer in between sessions on the topic covered. Mike recorded his response to the questions posed and we used the audio for this podcast. Enjoy this episode of the credit union leadership podcast!!! Here is the transcript:

To learn more on the topic, come to our 4-hour workshop https://events.servistarconsulting.com/event/emotional-intelligence/

Are you ready to unlock the secrets to personal and professional success? Look no further! ServiStar proudly presents a specialized 4-hour course on Emotional Intelligence, custom-tailored for credit union employees like you.

Embrace a transformative experience in our dynamic and interactive program, where we dive deep into the core aspects of Emotional Intelligence (EI) and unveil its profound influence on your workplace performance, member relations, and overall well-being. Gain the essential skills to navigate both work and life with ease and grace.

Through engaging discussions, real-life scenarios, and practical exercises, we’ll equip you with powerful tools to enhance your emotional intelligence and drive positive outcomes in every aspect of your career and beyond.

Don’t miss this incredible opportunity to join us on a journey toward emotional intelligence excellence. Elevate your credit union career and make a lasting positive impact on your workplace and beyond. Enroll today and pave the way for a brighter and more fulfilling future.

From 1998 to 2023, ServiStar has inspired transformational change in our great movement. To help us celebrate, George A. Hofheimer of Hofheimer Strategy Advisors joins Mike Neill to reminisce on their time together building what we now know as ServiStarConsulting.

George Hofheimer has 25 years of experience advising the consumer finance industry.

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George was the head of research and development at Filene Research Institute, the credit union industry's think tank, for 15 years. Previously he was the chief learning officer at CUES, the credit union industry’s leading executive education association for 8 years.

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He has conducted hundreds of  advisory engagements with consumer finance organizations across the globe and authored dozens of research reports, including a book entitled Banking on a  Human Scale.

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George began his career in international business development, including as a member of the first group of Peace Corps Volunteers in the former Soviet Republic of Uzbekistan. George obtained his MBA from the University of Wisconsin-Madison.