I recently helped a member who had opened a share and a checking account based on a recommendation she had received from her friend but had yet to make the final decision to move her entire relationship to Redwood Credit Union. Our member stated she has received positive feedback from friends and RCU and wanted to be with a financial institution that displayed a desire to guide her and walk with her through her financial journey.
The member expressed her desire to build a full banking relationship — which included moving her youth accounts from her bank — with RCU as her new primary financial institution. She was clearly interested in making informed financial decisions for her children, so I took the time to walk her through our youth account options in detail. I explained the benefits, features, and long-term value of starting financial education early. To help her visualize the process, I created a personalized list outlining the steps and requirements as if we were opening the accounts that day. This thoughtful approach made her feel comfortable and confident in our services, and she scheduled an appointment to return with her children.
The member is local to American Canyon, and after many failed attempts to secure an appointment at her bank in Napa, she came back to RCU to move all her children’s funds from her bank to Redwood Credit Union. She opened new youth accounts with additional products such as money markets and CDs. She expressed her desire to build a full banking relationship with us, including opening a Premier Money Market account, a product that requires a full relationship with RCU.
This interaction not only brought in new accounts but also demonstrated the power of trust, education, and personalized service. By taking the time to listen and guide her, we positively impacted her family’s financial future and deepened our connection with the community. This is a clear example of how our mission to serve members with care and integrity creates lasting social impact.
This story was submitted by an employee of Redwood Credit Union.
