5 Ways to get the most out of your credit union.

  1. This might be a no-brainer in this day and age, but make sure you visit
    your credit union’s website regularly! This is where you are sure to find the
    most up to date information on hours, events, specials, products, and services.
    There isn’t enough room on your statement or on your mobile app to tell you
    what’s going on. (get out your magnifying glass!) And there are things going on!
    Your credit union is working hard on things to make you happy and successful,
    take a minute and find out what’s up!
  2. In addition to the website, social media is a huge way to get the latest
    info on specials, contests, giveaways, and overall fun gifts and promotions
    going on at your credit union. Your Marketing person (that’s me!) loves
    to give little things away and have fun telling you about our deals. Your credit
    union often has ways to save money and you betcha our Facebook is updated
    with that information. Most credit unions use Twitter and Instagram too, follow us and see!
  3. Consolidate your situation. If you’re like me, you have 27 different
    things going on in 27 different places at all times. That old savings account
    gathering dust in your home town bank since childhood, a 401k from a job
    you’d rather forget, statements coming from all of these and an overwhelmed
    feeling about all of it. Your credit union is designed to have the very best
    options for every banking product you need. And there are big incentives
    for consolidating them all in one place. Wouldn’t it be nice to make just ONE
    phone call or visit ONE website for everything? It takes a little work at the
    beginning but it’s worth it. I’ll let you know how much time I save when I
    get this process finished for myself. Then you can find me napping with all of my spare time.
  4. Come and see us! We hire really knowledgable and geniunely nice people
    who know what they’re doing and would love to help you make sure you are
    getting the best things we have to offer. You might be hanging on to that
    old savings account you got in high school when there is an awesome new option.
    Your auto loan might have come from the dealership who just wanted
    to sell you a car but didn’t have your long term financial health in mind. We DO!
    We give our profits back to you in savings and we have fun doing it. The
    coffee is on and you might even get a fun little gift while saving time and money.
  5. Make sure we have your current contact information. Also a no-brainer, but
    you wouldn’t believe the mail that gets returned and the people who claim they
    “had no idea that was going on!” Returned mail costs money which is less back
    for you! We also share fun things and specials via email- I promise to only email you for important things a couple times a month. Each email is made by a real live person (me again!) so no annoying generic stuff here. Though there HAS been known to be an occasional typo, sorry.
    But most importantly, if there is any fraud on your account we would really
    like to be able to call you asap.

Let us do the hard work and you can get busy saving money and time. I see a nap in your future too…


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s