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An in-house training program coaches member-facing staff on how to dig deeper during everyday interactions.
Kenia Calderon Ceron is forging a deeper relationship between Iowa’s biggest financial cooperative and the state’s growing Latino population.
Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.
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Cindy Jones spearheads First Financial’s efforts to improve financial health and literacy among Baltimore-area schools.
Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.
Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.
Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.
Ann McMillian leads the charge to improve member and enterprise financial wellness at IH Mississippi Valley Credit Union.
Philadelphia FCU offers cash prizes and counseling sessions for winners of a campaign targeted to reach recipients of social services.
The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.