When Ric reached out to review his loans, he expected a straightforward financial conversation. What he experienced instead was the kind of personalized care that defines GreenState Credit Union.
Simon took the time to walk Ric through his payment options for two existing loans, patiently explaining how each choice would impact his budget and future goals. Simon’s attention to detail and willingness to pause and discuss every angle made a lasting impression.
Simon even identified a small interest savings opportunity if Ric chose to pay off his loans in full, helping him make an informed decision that best fit his situation. After paying off both loans, their conversation naturally expanded into next steps, like moving Ric’s checking account to GreenState and exploring a certificate of deposit to keep his financial growth on track.
What stood out most to Ric was Simon’s kindness and consistency.
“He always remembers my name and is very welcoming,” Ric shares. “I feel like I have a friend at GreenState and am thankful to receive his assistance.”
Simon’s genuine connection and thoughtful guidance embody GreenState’s mission to go beyond transactions — creating relationships that members can count on for years to come.
This story was submitted by Amy Stevens, Senior Vice President, GreenState Credit Union.
