Does My Bank Really Understand My Unique Needs? (#38)

Pocket Change Podcast

Do you feel that your financial needs and goals are met by your financial institution? When you're looking for a solution to your unique needs, you don't want to be sold to, but rather guided, on your financial journey. If you think about sales, you might not be fond of the image that comes to mind, such as a cars salesman who is trying to push a deal. When it comes to your financial institution, it is important that you are given full transparency about how to move forward in your financial journey with what rates, accounts, and products are best for you. At Leaders Credit Union, they take a needs-based approach to how they serve their members' needs. Join Carrie and Shea as they discuss what sales should look like for credit union members with Hinna Jamal, Sales Strategy Officer at Leaders.

Highlights

1:21 - How did you get to Leaders?

4:43 - What are some economic factors that are affecting our members?

6:03 - What are some areas where our members are looking for assistance?

7:17 - How does Leaders treat the concept of sales differently?

11:37 - What is your best piece of financial advice?

12:52 – What would you spend your pocket change on?

Wondering what it would be like to be a member at Leaders? Visit our membership page at https://www.leaderscu.com/membership-benefits to learn how we can help you on your financial journey.

The Pocket Change Podcast is presented by Leaders Credit Union. Learn more at https://www.leaderscu.com/.

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