Bankers Trust’s Post

I am very excited to share my first article around Member Success and how important it is to Credit Union partnerships. You can read more here via https://lnkd.in/eaaEGRjs

“We've got to make sure that credit unions continue to be relevant for members today and also the members of the future if they're going to thrive.” - Jim Nussle, CEO at America's Credit Unions. I, (Andy from the CU heartland of Madison, WI), couldn’t agree more. “Relevance” is key, as highlighted by Jim Nussle and Terrance Williams, CEO at TruStage at the Discovery Conference last week. With consolidation and competition from traditional banks and fintechs knocking at the door, it makes sense that staying relevant is top of mind for CU leaders. Being relevant is easier said than done BUT I think CUs have an advantage in this quest... 👇 And that’s to focus on the employees within your employer groups (SEGs). Why? These employees already trust and value your credit union. Build upon that trust by delivering trending financial education (Frich Money) alongside innovative financial products that truly matter to those employees (Benny). Employers are eager to offer financial wellness benefits, and your credit union can be their go-to partner to deliver that. The result, you’ll attract new members, activate existing members, and build a stronger relationship with the employer creating a win-win-win scenario. How is your CU working to deepen relationships/stay relevant with your employer groups? #CreditUnions #FinancialWellness #CommunityBanking #MemberExperience #Fintech #BankingInnovation C U Around, Andy https://lnkd.in/gdf2GPnj

The largest bank- or credit union-based Ameriprise Financial Services, LLC recruit of the year is switching firms at a time when many financial advisors from those institutions are considering a change. Here’s a look at the move by Kinecta Federal Credit Union’s Kinecta Wealth Management to the Ameriprise Financial Institutions Group, with insights from Jay McAnelly of Ameriprise, Donna McNeely of Kinecta and Tom Prescott of Advisory Services Network. #financialadvisors #creditunions #wealthmanagement

Strategic planning sessions are upon us and I’m presenting and facilitating. Had an idea and you know me, ideas take action. We debate about member loyalty points and costs. And we want generational loyalty. What if the next generation inherits points and prestige value if they are actively engaged! Thoughts? America's Credit Unions Mitchell Stankovic and Associates #creditunion #cu_underground #generationalwealthtransfer

Are you ready to elevate your credit union’s member services and stand out in today's competitive financial landscape? Join us for an exclusive Webinar designed to enhance your strategies and strengthen your community presence. What to Expect? 💡 Insight into the latest challenges and how to convert them into opportunities. 🌟 Strategies for deepening member engagement and loyalty. 🛠️ Actionable tips to deliver value and drive financial wellness among members. Who Should Attend? ✅ Credit Union CEOs ✅ Senior Retail Executives ✅ Lending Officers ✅ Financial Wellness Advocates This is a golden opportunity to network, learn, and lead your credit union toward unprecedented growth. Don’t miss out on practical, impactful strategies that promise to revolutionize your approach to member engagement. Engaged Members Stay Members May 2nd | 12PM EST | Via Zoom RSVP here: bit.ly/rsvphere-05-24 #FinancialWellness #ImproveEmployeeRetention #FinancialWellnessPrograms #ReduceTurnover #EngageEmployees #BoostProductivity #ThrivingCorporateCultures #CreditUnions

🌟 PSA: Attracting and retaining credit union members isn’t a one-size-fits-all solution. To truly connect with your members, you need to understand their unique goals and needs. 👉 Check out this clip of our founder and CEO, Crissi Cole, as she shares tips on how credit unions can effectively attract and retain members at scale. #PennyFinance #CreditUnionMovement #MemberEngagament

Group Effort. Teamwork. Collaboration. These are often buzzwords thrown around whenever you are trying to get something done and multiple people have to work together to accomplish this goal. But let's be honest, often times these just feel like "Coach-Speak". Well, I was able to experience first hand the positive effects of great teamwork and collaboration. We were able to close a $12 Million commercial real estate loan this week all while I was on vacation the week before the closing. I could not have gotten all of this done if it weren't for the help of Martin Koscso, Flora Jackson, and our great operations team at Grow Financial Federal Credit Union. Our executive team was also a great help in figuring out how we could help this new member with their business banking needs (Joseph Rosado, dodge mcfall, Doug Tilden, and Thomas Feindt) One of our Guiding Principles at Grow Financial is "Innovate & Collaborate". In our organization we define that as "Working together. Trying new things. Being willing to take risk and to be a leader." This happened over and over again during the process of taking this loan from request to closing. How can we at Grow Financial help you with your business banking needs? If not you, who in your circles might could benefit from a brief phone call or introduction? #GrowFinancialBusinessBanking #InnovateAndCollaborate #ServingPeopleNotProfits #CommercialLending

How can Five Star Bank be of service to you? 

This is classic Will – approachable, direct, and unafraid to challenge the myth of what it means to be a private banker.   Do you agree with him?   I explore why there has to be more to private banking than returns in my conversation with William Ladenburg, a Private Banking Director at Mirabaud Group.   If you’re looking for a candid and humorous take on the roles and responsibilities of today’s private bankers, I think you’ll really enjoy this Q&A ➡ https://lnkd.in/dyKWRyyC   Cavendish Family Office | Preserving your interests now and into the future   #PrivateBanking #AssetProtection #ClientEngagement #WealthManagement