Coaching and Mentorship within the Executive Leadership Program

In The Movement Podcast

Episode 5

Welcome to In The Movement Podcast with your show hosts Christopher Kemm and Austin De Bey discuss all things happening in the credit union movement. Each episode will feature leaders talking about history and current affairs and how we can utilize our expertise to educate, communicate, and mobilize to better serve our movement.

Today, Caroline is chatting with Jeff Rendel a Certified Speaking Professional. A leader in the financial services marketplace, Jeff has experience as a federal banking regulator, financial services executive, and Congressional lobbyist; he understands the balancing act of safety, soundness, sales, and strategy. As President of Rising Above Enterprises, Jeff works with financial services providers who want elite and entrepreneurial sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 credit unions and their business partners.

Guest Insider Host Bio

Caroline Barragan is the Foundation Manager of Development and Administration. She has been with Mountain West Credit Union Association (MWCUA) for 6 years. Previously to MWCUA, she was with Pima Federal Credit Union for 17 years, and with the credit union movement for over 23 years. Working many positions within the credit union, she found her passion in the Marketing Department as the Business Development Officer. She has a passion for serving her community. The credit union movement has allowed Caroline to not only serve the members but serve their communities through leadership development and various community giving opportunities. As a graduate of the Disney Institute, she strongly believes in developing future leaders and providing exceptional customer service.

Guest Bio

Jeff Rendel, Certified Speaking Professional, knows financial services. He understands the balancing act of safety, soundness, sales, and strategy with experience as a federal banking regulator, financial services executive, and Congressional lobbyist. As President of Rising Above Enterprises, Jeff works with financial services providers that want entrepreneurial results in sales, service, and strategy. Each year, he addresses and facilitates for nearly 100 financial institutions and their business partners. Exited the stage and off an airplane, Jeff is an avid reader and aspiring ice hockey referee. He and his wife enjoy tending to their land and their respective loyalties to their college teams. It’s a divided home from time to time. A teenage daughter adds a daily dose of liveliness. Weekly, she and Jeff can be found on a sheet of ice, as she figuratively and literally skates circles around him.

Serving as a Mentor in the Credit Union Community

Jeff was honored that he was asked to be a mentor. “I’ve seen a lot and learned a lot from other credit union professionals and listened to how the credit union professional executives are running their institutions.” He believes that the credit union banking model is better for consumers and small businesses, which is why he is a big advocate for credit unions.

Listen in to find out how the executive leadership program benefits leaders inside the credit union movement and how Jeff understands the required changes at the high levels of decision-making. Learn the most beneficial elements of the executive program, everyday issues that executives face, and how Jeff keeps his skillset up-to-date.

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Show Notes:

[02:23] Jeff’s history in the credit union movement.

[08:20] Benefits of being a participant in the executive leadership program. 

[10:33] How Jeff predicts the future corporate-level credit union changes in the industry. 

[13:20] What resources Jeff would add to the executive program.

[15:33] How Jeff keeps his mentorship skills up-to-date.

[20:29] Why companies need to look