The Credit Union Leadership Podcast

Transforming Sales – Building relationships that drive results


Listen Later

Sales in credit unions is not about pushing products. It is about building trust, solving problems, and improving members’ financial well-being. In this episode, Scott Anderle and Scott Albrecht sit down with Jheniffer Alphonse from Publix Employees Federal Credit Union and Tori Linville from FiCare Federal Credit Union to explore how sales can be transformed from a dreaded task into a mission-driven service. Through personal stories and lessons learned, they show how curiosity, coaching, and cultural alignment turn sales into a natural extension of member service. Whether you are overcoming reluctance, refining your team’s skills, or looking to create a culture where every conversation counts, this episode delivers practical steps you can apply right away. 

In this episode we talk about and answer these questions: 

• What mindset shift turns sales from pressure to service 
• How curiosity and active listening open the door to deeper member relationships 
• How to address sales reluctance and fear of rejection 
• What role coaching and effective confrontation play in sales success 
• How ServiStar training impacts culture and confidence in sales conversations 
• Why a “heart of a teacher” mindset leads to better member outcomes 

Click Here to Submit Your Questions 

 

Links from show: 

Learn More About the Target Leadership Course 
Click here to sign up for Becoming A Sales Champion Course 
Subscribe to ServiStar Leadership Podcast on your favorite streaming service 

...more
View all episodesView all episodes
Download on the App Store

The Credit Union Leadership PodcastBy ServiStar Consulting

  • 5
  • 5
  • 5
  • 5
  • 5

5

11 ratings


More shows like The Credit Union Leadership Podcast

View all
Craig Groeschel Leadership Podcast by Life.Church

Craig Groeschel Leadership Podcast

10,731 Listeners

Pardon My Take by Barstool Sports

Pardon My Take

82,126 Listeners

The Chalene Show | Diet, Fitness  Life Balance by Chalene Johnson

The Chalene Show | Diet, Fitness Life Balance

7,263 Listeners

Front Row Seat with Ken Coleman by Ramsey Network

Front Row Seat with Ken Coleman

2,595 Listeners

Crime Junkie by audiochuck

Crime Junkie

368,592 Listeners

Banking Transformed with Jim Marous by Evergreen Podcasts

Banking Transformed with Jim Marous

90 Listeners

IMO with Michelle Obama and Craig Robinson by Higher Ground

IMO with Michelle Obama and Craig Robinson

12,602 Listeners

Credit Unions, Coffee & Conversations by MCUL

Credit Unions, Coffee & Conversations

6 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,420 Listeners

Grow Your Credit Union by Grow Your Credit Union

Grow Your Credit Union

6 Listeners

The Jefferson Fisher Podcast by Civility Media

The Jefferson Fisher Podcast

8,392 Listeners

A CU Seat at the Table by America’s Credit Unions

A CU Seat at the Table

0 Listeners