Beyond Borders: Michelle Shelton's Path to Leadership in US Credit Unions

Join us for an exclusive episode featuring Michelle Shelton, COO of Coastal Credit Union, as she shares her inspiring personal journey, leadership lessons, and vision for the future of credit unions and financial services! Whether you're passionate about leadership, DEI, digital banking or wealth management, this conversation offers invaluable insights for professionals and newcomers alike.Michelle discusses:Her transition from Canadian banking to becoming a C-level executive in the U.S.The dynamic career possibilities within financial institutions.The crucial role of financial education and inclusion.The future of wealth management in credit unions.Strategies for attracting the “Henry” (High Earners, Not Yet Rich) segment.Overcoming challenges as an immigrant and a woman leader.The impact of AI, technology adoption, mergers, and organizational efficiency.Top priorities for credit unions in 2025 and how to measure ROI in a shifting economy.Watch, learn, and be inspired by Michelle’s candid reflections and actionable advice!Video Chapters (Timestamps)00:00 – Introduction & Guest Welcome01:00 – Michelle’s Journey: From Teller to COO02:55 – What Drives Michelle: Learning & Leading04:50 – Stepping into Operations at Coastal Credit Union06:10 – Why Choose Credit Unions? Purpose & Mission08:00 – The Future of Wealth Management in Credit Unions10:00 – Attracting the “Henry” Segment: Digital and Human Touch12:00 – Lessons from Immigration & Career Transitions14:00 – Navigating Challenges & “Secret Sauce” for Growth16:15 – Credit Union Mergers & Market Outlook17:50 – 2025 Priorities: Efficiency, AI, and Investment ROI19:10 – Final Thoughts & Rapid Fire#CreditUnions#WomenInLeadership#FinancialInclusion#WealthManagement#BankingCareers#DigitalBanking#AIInFinance#LeadershipJourney#Immigrant Success#FutureOfBanking#GenerativeEngineOptimization#FinancialWellbeing#MichelleShelton#CoastalCreditUnion#PodcastInterview