“Suzie” and her daughter recently visited University Credit Union to explore checking account options. Suzie currently holds a combined balance of $822,000 across her savings and checking accounts, including a recent $3,000 deposit. During our conversation, we introduced Suzie to our high yield savings account (HYSA) as a way to turn her existing savings into a more powerful financial tool through higher dividends. The response was immediate and enthusiastic.
Suzie and her daughter were excited to learn how a smarter savings option could help grow and preserve their wealth. By choosing the HYSA, Suzie stands to earn significantly more on her funds while keeping her financial strategy simple and consolidated within one trusted institution. This solution offers both immediate and long-term value, increasing returns without adding complexity. Suzie is in the process of relocating to be closer to her daughter, and the added dividends from the HYSA will play a meaningful role in supporting her new lifestyle.
Although they decided to hold off on meeting with our wealth advisor for now, they appreciated knowing that guidance is available whenever they need it. Moments like these remind us why we do what we do: empowering members with the right tools and genuine care to make confident, cost-effective decisions for their future.
