A member visited one of our branches to make a small deposit. During the transaction, a branch employee noticed the member held a significant balance in a More Savings account. After completing the initial request, the employee quickly ran some calculations while continuing to engage with the member. They identified an opportunity for the member to meaningfully increase their earnings and explained a simple account change could have a significant financial impact.
The employee converted the account into a High Yield Savings account, which is now projected to earn the member approximately $35,000 annually. The member was thrilled with the outcome, especially given their strong commitment to giving back to the community. They are known for donating food to local drives and regularly helping those in need. With the increased earnings potential, the member will be able to further expand their charitable contributions.
Inspired by the positive experience, the member also encouraged their family to join the credit union, and their son became a member within a week.
