Podcast thumbnail for Women of Community Banking Podcast

Women of Community Banking Podcast

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by Women of Banking Podcast

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71 episodes
Updated Daily
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Podcast Overview

World’s #1 Podcast featuring journeys for Women leaders of Banking.

Language

🇺🇲

Publishing Since

3/28/2025

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Recent Episodes

Episode thumbnail for How Credit Unions Build Proactive Member Retention Playbooks with Data | Holly Reustle, VP SECU

June 30, 2026

How Credit Unions Build Proactive Member Retention Playbooks with Data | Holly Reustle, VP SECU

<p>How do progressive financial institutions turn complex, back-end data architectures into seamless, frontline member experiences? In this episode of the Women of Banking podcast, host Anurag Mukherjee sits down with Holly Reustle, Vice President of Business Intelligence and Member Experience at SECU Credit Union (Maryland’s largest credit union).With a distinguished 14-year career spanning marketing agency strategy, healthcare consumer insights, and financial services, Holly offers a tactical masterclass on how to operationalize business intelligence to drive proactive member retention.Discover how SECU utilizes an integrated Voice of Member program to cross-reference quantitative transactional engagement with qualitative sentiment analysis. Holly breaks down the exact mechanics of their pioneering Informal Complaint Project—a workflow that intercepts micro-frictions and subtle drops in satisfaction before they manifest as low survey scores or structural attrition, allowing specialized internal teams to close the feedback loop.She also delivers transparent breakdowns on managing data operations within an Agile project management framework, handling hyper-personalization across wildly divergent demographics (Gen Z/Alpha vs. legacy mature members), and navigating the future of human-AI collaboration and agentic workflows inside community finance.Key Discussion Points &amp; TakeawaysThe CX-BI Conjunction: Why pairing member experience metrics directly inside the business intelligence department unlocks predictive retention modeling that standalone data teams miss.The Informal Complaint Framework: A systemic blueprint of how SECU identifies, tracks, and actively resolves passive member friction before it translates into account churn.Agile Frameworks for Bank Analytics: How to deploy two-week sprints, continuous backlog refinement, and organization-wide stack ranking to balance multi-year infrastructure pipelines with rapid, ad-hoc data requests.The Personalization Matrix: Balancing the expectations of younger digital natives (who demand tailored experiences in exchange for data) against the privacy concerns of more mature banking demographics.Data Democratization &amp; Storytelling: How SECU built its centralized, usage-monitored &quot;My Intelligence&quot; internal dashboard portal, and why matching technical metrics with direct member focus group snippets is vital to ensure business user consumption.Key Executive Quote:&quot;Data can enable an experience. The more that we understand about our members and understand what channels they want to hear about things through or how they want to interact with us, the better we can enable experiences for them.&quot; — Holly Reustle, VP of BI &amp; Member Experience at SECUEpisode Timestamps00:00 — Welcome to the Women of Community Banking Podcast &amp; Guest Introduction01:22 — Holly Reustle&#39;s 14-Year Career Journey: From CPG Agencies to Healthcare &amp; Finance03:22 — The Peer-to-Peer Advantage: Why Credit Unions Thrive on Radical Collaboration05:41 — Breaking Silos: Merging Business Intelligence (BI) with Member Experience (MX)06:40 — Core Case Study: Executing SECU’s Proactive Informal Complaint Project08:25 — Employee Experience (EX) as the Hidden Catalyst for Consumer Outcomes09:38 — Agile for Analytics: Structuring Two-Week Sprints and Backlog Refinement13:11 — Personalization Debate: Is Trigger-Based Target Marketing Reaching Its Limit?15:39 — Hyper-Personalization Playbooks: Tailoring Journeys for Gen Z vs. Mature Members17:05 — Maximizing Dashboard Adoption: Inside the &quot;My Intelligence&quot; Corporate Portal18:50 — Bringing KPIs to Life Through Qualitative Video Snippets and Storytelling21:26 — Linear Regression to Agentic AI: Boosting Back-Office Servicing Speeds#CommunityBanking #DataAnalytics #MemberExperience #CreditUnion #AgileData #BusinessIntelligence #HyperPersonalization #AIInBanking #VoiceOfCustomer #WomenInBanking</p>

Episode thumbnail for How This CXO Runs Marketing, Payments, Retail & HR Simultaneously | Stacy Armijo, Amplify

June 25, 2026

How This CXO Runs Marketing, Payments, Retail & HR Simultaneously | Stacy Armijo, Amplify

<p>How does a financial institution completely eliminate standard bank fees and survive—let alone thrive? In this episode of the Women of Banking Podcast, host Anurag Mukherjee sits down with Stacy Armijo, the Chief Experience Officer (CXO) of Amplify Credit Union based in Austin, Texas.Bringing an unconventional, external perspective from her 17-year career in the public relations and agency world (including serving as Executive Vice President at Pierpont Communications), Stacy challenges conventional banking wisdom by asking &quot;naive questions&quot; backed by rigorous financial data. Stacy pulls back the curtain on how Amplify scaled to over $3 Billion in assets under management while executing a bold, complete transition to 100% fee-free banking—proving that ethical mission delivery and strong net interest margins are not mutually exclusive.👇 Key Technical &amp; Strategic Insights in This Episode:- The Transition to Fee-Free Banking: How Amplify built a profitable financial case to eliminate overdraft, maintenance, and wire transfer fees.- The Reality of Overdraft Income: Why relying on penalizing members in a financial hole is a unsustainable strategy for modern financial institutions.- Cross-Functional CXO Leadership: Orchestrating an unusual portfolio encompassing &quot;Demand, Deposits, Payments, and People&quot; (Marketing, Retail, Payments, and HR).- Omnichannel Channel Design Principles: * Online Channel: Optimizing for availability and high-speed transactional efficiency. * Phone Channel: Prioritizing empathy and absolute effectiveness over average handle time (AHT). * In-Person Branch: Cultivating deep human connectedness and consumer confidence.- The Surprising Gen Z Trend: Why Gen Z consumers are 4X more likely to walk into a physical branch to open an account than baby boomers.- Radical Transparency: Cultivating a democratized corporate culture that empowers employees with open-book financial reporting.💡 Key Executive Quote:&quot;Revenue is not the reason that we do what we do, but it is the evidence of our mission well-delivered. If you don&#39;t have a strong profit margin as a credit union, your ability to sustainably deliver your mission is in jeopardy. If you&#39;re losing money, you are living on borrowed time.&quot; — Stacy Armijo, CXO---CHAPTERS:00:00 - Introduction &amp; Stacy Armijo&#39;s Unique LinkedIn Presence01:20 - From Public Relations at UT Austin to the Banking Sector02:58 - Challenging Conventional Wisdom: Asking &quot;Naive Questions&quot; in Banking04:57 - Why Credit Unions Must Talk About Profit Margins and Revenue Metrics07:40 - The CXO Scope: Aligning Promises Across Deposits, Payments, and People09:10 - Strategic Channel Architecture: Designing for Behavior over System Silos11:20 - The Unexpected Data on Gen Z Retail Banking Preferences12:50 - The Inside Story of Moving to entirely Fee-Free Banking 14:45 - The Financial Proof: Dropping Overdraft Fees Without Increasing Charge-offs17:05 - Rapid Fire: Digital vs. Branch, Austin Culture, and Radical Transparency---CONNECT WITH US:Host: Anurag Mukherjee Guest: Stacy Armijo (Chief Experience Officer, Amplify Credit Union)Amplify Credit Union Website: https://www.goamplify.comDiscover more about local Austin insights on Stacy&#39;s podcast: changingaustin.comMake sure to like this video, leave your thoughts on fee-free banking in the comments, and subscribe to the Women of Community Banking Podcast for more masterclasses in executive leadership!#WomenInBanking #FeeFreeBanking #CreditUnions #CustomerExperience #OmnichannelStrategy #RetailBanking #GenZTrends #Fintech #AustinBusiness #WomenInLeadership #AmplifyCredit Union</p>

Episode thumbnail for Overcoming Imposter Syndrome & Scaling to C-Suite | Megan Snyder, Unitus Credit Union

June 17, 2026

Overcoming Imposter Syndrome & Scaling to C-Suite | Megan Snyder, Unitus Credit Union

<p>How do you fast-track your career from a 30-day temporary contract to Chief Impact Officer (CIO) at a leading credit union? In this episode of the Women of Banking Podcast, host Anurag Mukherjee sits down with Megan Snyder, Chief Impact Officer at Unitus Credit Union, to discuss leadership, career velocity, fintech partnerships, and AI innovation in financial services.Megan shares her inspiring &quot;accidental&quot; path into banking, moving from large financial institutions like Wells Fargo and Bank of America to tech giant IBM, before finding her true calling in the mission-driven credit union sector. Over her nine-year tenure at Unitus, Megan secured 6 to 7 promotions, navigating her way directly into the C-suite.👇 In this episode, we break down:- The corporate transition from big banks (Wells Fargo, B of A) to community financial institutions.- How curiosity, volunteering for projects, and vocalizing ideas drives rapid career advancement.- Defining the role of a Chief Impact Officer: Merging community mission with financial ROI.- Fintech vendor management: What differentiates a great fintech partner from an average vendor.- Proactive AI adoption in credit unions: Automating small business lending underwriting from hours to 30 minutes.- Real-world AI fraud prevention using behavioral monitoring.- Conquering imposter syndrome and managing the unique workloads faced by women in leadership.💡 Key Takeaway:&quot;We built the impact division where we&#39;re able to look at how can we take community mission and innovation and move things forward... those are &#39;and&#39; statements, they&#39;re not &#39;or&#39; statements, and we were able to demonstrate that.&quot; — Megan Snyder---CHAPTERS:00:00 - Introduction &amp; Megan Snyder’s Background01:20 - The Accidental Journey into Banking &amp; Financial Services03:10 - Scaling the Corporate Ladder: 7 Promotions in 9 Years05:08 - What Does a Chief Impact Officer Actually Do?07:45 - Fintech Partnerships: Great Partners vs. Average Vendors10:32 - How Unitus Credit Union is Proactively Leveraging AI12:55 - Establishing an AI Center of Excellence (COE)14:20 - Mentoring Women in Banking: Overcoming Imposter Syndrome16:40 - Balancing Leadership, Family, and the &quot;Secondary Workload&quot;---CONNECT WITH US:Host: Anurag Mukherjee Guest: Megan Snyder (Chief Impact Officer, Unitus Credit Union)Unitus Credit Union: https://www.unitusccu.comSubscribe to Women of Community Banking for more executive insights!#WomenInBanking #CreditUnions #CommunityBanking #Fintech #WomenInLeadership #ArtificialIntelligence #ImposterSyndrome #BankingPodcast #UnitusCreditUnion #CareerGrowth</p>

71 total episodes available

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What is Women of Community Banking Podcast?

World’s #1 Podcast featuring journeys for Women leaders of Banking.

How often does this podcast release new episodes?

This podcast updates daily.

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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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Yes, this podcast regularly features guests.

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