I recently helped a mother who visited our branch with questions about our youth accounts. She was clearly interested in making informed financial decisions for her children, so I took the time to walk her through our youth account options in detail. I explained the benefits, features, and long-term value of starting financial education early. […]

Bleu Bowtique, a men’s clothier in Detroit, started from humble beginnings. Ne’Gyle Beaman’s passion for fashion gave him the idea to make custom bow ties, which he started selling at local craft fairs. But when it was time to scale his business, he couldn’t find funding for the equipment he needed. His business was in […]

I recently helped a member who had opened a share and a checking account based on a recommendation she had received from her friend but had yet to make the final decision to move her entire relationship to Redwood Credit Union. Our member stated she has received positive feedback from friends and RCU and wanted […]

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 […]

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 […]

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 […]