The Member Story Project
The Member Story Project celebrates the powerful, personal moments between credit unions and the people they serve. Through heartfelt stories of real-life impact, this initiative highlights the moments when credit unions made a meaningful difference. Whether they offered support during a crisis, helped a dream come true, or simply showed up when it mattered most, these stories speak volumes.
They reflect the essence of the credit union movement: real people helping real people. We hope they inspire you as much as they inspire us.
Do you have a story to share? We’d love to hear it. Submit your story here and be featured on CreditUnions.com.
The Member Story Project is sponsored by Callahan & Associates
From Summer Home Upgrade To Smart Debt Relief
A Patelco Credit Union member came in to inquire about a home equity loan as he was planning on renovating his summer home. Originally, he requested $75,000 to cover the renovation expenses, however, during our assessment we uncovered the member has debt at quite high interest rates outside of Patelco. Our team brought up the […]
From Estate Accounts To Everyday Banking
When a woman walked into a Redwood Credit Union branch with questions about estate accounts and how to open one at RCU, I saw an opportunity to turn confusion into clarity and hesitation into trust. She wasn’t yet a member and was unfamiliar with the process. To ensure she felt fully supported, I invited our […]
Driven To Do Better
I was recently working with a member who had just purchased a car through CarMax. After sitting down and asking her a few questions, I had a better understanding of the situation and was able to leverage my skills as a certified financial coach to improve her situation. I identified quite a few issues with […]
Protection From Repeated Attempted Financial Exploitation
On July 2, Ann visited a Patelco Credit Union branch requesting a $10,000 wire transfer to her Meriwest account, claiming it was for medical expenses. Sensing something was off, I contacted her trusted contact, her son Roy, who confirmed that Ann had no such medical bills. Following his guidance, we declined the transaction. Ann was […]
Family Fraud Stopped In Its Tracks
Valerie’s keen instincts and dedication to member safety were on full display when a longtime Patelco Credit Union member called about closing a CD. Sensing something was off, Valerie uncovered multiple fraudulent attempts, including impersonation. She immediately locked the member’s account, filed reports with Adult Protective Services and the San Ramon Police, and successfully prevented […]
A Late Notice Ultimately Provides Peace Of Mind
A Patelco Credit Union member contacted us after receiving a late notice on her auto loan. She believed she was still under a temporary loan modification, but it had expired in May 2025. I explained that a letter had been sent notifying her of the expiration and the return to her original payment amount. The […]
ALM First Caps 30th Anniversary Celebration with Impact Report
CU Strategic Planning Applauds Intact CDFI Fund Budget Following Brief Government Shutdown
Meriwest Credit Union Celebrates New Morgan Hill Branch, Strengthening Local Community Ties
Baker Market Update – Week in Review: February 06, 2026
Freedom Bank Selects Square 1 Credit Suite by Suntell
TAPP Engine’s 9Squid Private Markets: First to Democratize Securitization for All Credit Unions*
Education Foundation for California Schools Awards $280,000 in Grants to California Educators
OCCU PRESIDENT & CEO NEUMANN RETIRING; SCHUMACHER TO TAKE REINS
First Independent Bank Selects Square 1 Credit Suite by Suntell
PARK COMMUNITY CREDIT UNION FOUNDATION ANNOUNCES $97,960 IN GRANTS THROUGH PATHWAYS TO PROSPERITY PROGRAM
Call for Entries: LAFCU’s 2026 Write to Educate Essay Contest
LAFCU and Grassroots Giving Lansing to host entrepreneurship mixer focused on lending essentials
CUES and TruStage® Launch Leadership Pathways to Expand Access to Executive-Ready Talent Across the Credit Union System
Coastal Credit Union Expands Mortgage Options with VA Loan Programs
Appli Calculator Deployment Drives 23% Conversion Rate for First Source Federal Credit Union
Baker Market Update – Week in Review: January 30, 2026
ALM First Welcomes Jennifer Walker as Director, Sales & Client Relations
Vizo Financial’s February 2026 Education Calendar
Coastal Credit Union Surpasses $6 Billion in Assets
13 families celebrate the new year in new homes thanks to RCU Community Fund’s Down Payment Assistance program
Vizo Financial Recaps Successful Year of Credit Union Education in 2025
Newsweek Names SchoolsFirst Federal Credit Union One of America’s Best Regional Banks & Credit Unions in 2026
Elan Charitable Giving Celebrates 5 Years with $250,000 in Donations
One Nevada Announces Promotions for Five Leaders
eDOC REPORTS ADOPTION GROWTH ACROSS DOCUMENT IMAGING AND eDOCSignature PLATFORMS
Arkatechture Announces Launch of AI Data Analyst Tool: ArkaIQ
Indiana Members Credit Union Recognized at Best Regional Credit Union by Newsweek and Indianapolis Community Choice Awards
SchoolsFirst FCU Raised More Than $3.3M for Children’s Miracle Network
Will Valadez Earns SPHR Credential, Advancing Strategic HR Leadership at Corporate Central
Registration Now Open for ALM First’s 2026 Derivatives Symposium
ALM First Caps 30th Anniversary Celebration with Impact Report
CU Strategic Planning Applauds Intact CDFI Fund Budget Following Brief Government Shutdown
Meriwest Credit Union Celebrates New Morgan Hill Branch, Strengthening Local Community Ties
Baker Market Update – Week in Review: February 06, 2026
Freedom Bank Selects Square 1 Credit Suite by Suntell
TAPP Engine’s 9Squid Private Markets: First to Democratize Securitization for All Credit Unions*
Education Foundation for California Schools Awards $280,000 in Grants to California Educators
OCCU PRESIDENT & CEO NEUMANN RETIRING; SCHUMACHER TO TAKE REINS
First Independent Bank Selects Square 1 Credit Suite by Suntell
PARK COMMUNITY CREDIT UNION FOUNDATION ANNOUNCES $97,960 IN GRANTS THROUGH PATHWAYS TO PROSPERITY PROGRAM
Call for Entries: LAFCU’s 2026 Write to Educate Essay Contest
LAFCU and Grassroots Giving Lansing to host entrepreneurship mixer focused on lending essentials
CUES and TruStage® Launch Leadership Pathways to Expand Access to Executive-Ready Talent Across the Credit Union System
Coastal Credit Union Expands Mortgage Options with VA Loan Programs
Appli Calculator Deployment Drives 23% Conversion Rate for First Source Federal Credit Union
Baker Market Update – Week in Review: January 30, 2026
ALM First Welcomes Jennifer Walker as Director, Sales & Client Relations
Vizo Financial’s February 2026 Education Calendar
Coastal Credit Union Surpasses $6 Billion in Assets
13 families celebrate the new year in new homes thanks to RCU Community Fund’s Down Payment Assistance program
Vizo Financial Recaps Successful Year of Credit Union Education in 2025
Newsweek Names SchoolsFirst Federal Credit Union One of America’s Best Regional Banks & Credit Unions in 2026
Elan Charitable Giving Celebrates 5 Years with $250,000 in Donations
One Nevada Announces Promotions for Five Leaders
eDOC REPORTS ADOPTION GROWTH ACROSS DOCUMENT IMAGING AND eDOCSignature PLATFORMS
Arkatechture Announces Launch of AI Data Analyst Tool: ArkaIQ
Indiana Members Credit Union Recognized at Best Regional Credit Union by Newsweek and Indianapolis Community Choice Awards
SchoolsFirst FCU Raised More Than $3.3M for Children’s Miracle Network
Will Valadez Earns SPHR Credential, Advancing Strategic HR Leadership at Corporate Central
Registration Now Open for ALM First’s 2026 Derivatives Symposium
ALM First Caps 30th Anniversary Celebration with Impact Report
CU Strategic Planning Applauds Intact CDFI Fund Budget Following Brief Government Shutdown
Meriwest Credit Union Celebrates New Morgan Hill Branch, Strengthening Local Community Ties
Baker Market Update – Week in Review: February 06, 2026
Freedom Bank Selects Square 1 Credit Suite by Suntell
TAPP Engine’s 9Squid Private Markets: First to Democratize Securitization for All Credit Unions*