Marketing

Financial Wellbeing

By Callahan & Associates, Inc. | Aug. 19, 2021

Jeff Sobieralski, director of financial health and wellbeing, and Michelle Straber, assistant vice president of learning and performance, Teachers Credit Union ($4.2B, South Bend, IN) discuss how the credit union formalized conversation training for employees to dig deeper into a member’s underlying financial health.

By Erik Payne | May 24, 2021

An in-house training program coaches member-facing staff on how to dig deeper during everyday interactions.

By Marc Rapport | May 24, 2021

Kenia Calderon Ceron is forging a deeper relationship between Iowa’s biggest financial cooperative and the state’s growing Latino population.

 

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By Erik Payne | May 24, 2021

Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.

By Erik Payne | May 10, 2021

Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.

By Marc Rapport | April 26, 2021

Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.

By Callahan & Associates | April 19, 2021

Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.

By Marc Rapport | March 29, 2021

Philadelphia FCU offers cash prizes and counseling sessions for winners of a campaign targeted to reach recipients of social services.

By LemonadeLXP | March 24, 2021

Wel lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.

By Erik Payne | March 23, 2021

The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.