When GreenState member Jill reached out with a last-minute decision to invest in a certificate of deposit and an investor money market, Zac didn’t just process the request — he turned it into an opportunity to build clarity and confidence.
Taking the time to understand Jill’s goals, Zac walked through every detail of the investment options, explaining how GreenState’s ability to match rates and offers from other institutions could maximize her earnings. He even calculated the potential returns on the spot, helping Jill see the tangible impact of her decision.
What stood out most was Zac’s patience and approachability. He encouraged questions, ensured understanding, and infused the conversation with humor, transforming what could have been a rushed financial decision into a positive and memorable experience.
Jill later shared her appreciation, noting Zac’s professionalism, knowledge, and genuine personality.
“He has a great sense of humor!” she says. “I would highly recommend working with Zac.”
Through moments like these, Zac exemplifies the GreenState difference — combining financial expertise with human connection to help members like Jill feel informed, valued, and supported every step of the way.
This story was submitted by Amy Stevens, Senior Vice President, GreenState Credit Union.
