A member of Logix was in the process of buying their first home. They were excited that their hard work of saving and preparing was finally paying off. They received instructions by email from an escrow company on where to send their down payment and closing funds. To their shock, they were notified by our […]

When our member Steve came into the branch looking serious, member consultant Marisol started asking questions. He said he needed to take out $12,000 from a few different accounts because his daughter called him from jail and needed money to be paid to an attorney. Marisol asked if he spoke to his daughter, he said […]

In today’s fast-paced world, genuine human connections often feel rare. Yet, at DCU, the story of Larry and Duda is a powerful reminder that establishing relationships make a difference. Larry has been visiting one branch for years, long enough that his presence has become a cherished routine. He could easily be helped by anyone, yet […]

A member reached out to RCU Auto Services with questions regarding a complicated trade-in and private party purchase he wanted to complete. It involved trading in his current vehicle, which was underwater, while purchasing his brother-in-law’s car at the same time. Due to the complexity of the request, I knew I had to team up […]

I had the privilege of working with a Redwood Credit Union member, Linda, during a recent financial coaching appointment. She sought support in creating a budget to achieve her dream of homeownership while also planning for a comfortable retirement. My goal was to provide her with practical strategies and insights to help her balance these […]

Being a Business Development Officer, I have the pleasure and opportunity to develop impactful relationships, create strategic partnerships, and help provide access to solution-based products and services to our business members and community. I reach out to new business members via a thank you email to ensure they have a resource for any immediate or […]