“Member education is very
important at our credit union. The Big Picture is proving
to be an excellent tool for our young members. The intricacies
of financial services aren’t learned in the class room
and rather than have a young member learn from the “school
of hard knocks”, we’d rather give them the tools
to help themselves. After a brief review of what the booklet
covers, we give members a copy as a take-home guide when they
open their accounts. Many of our members have commented on how
useful it has been as their life stage has changed.”
Pam Griffiths, VP of Marketing
Railroad & Industrial FCU, $161 million assets
“These financial guides are just what our members need,
especially with the economy right now. We recently taught a financial
education class at a local high school and the teachers asked
us to send more copies of The Big Picture for all the
senior classes that weren’t at the seminar.”
Barbie Buggica, Finance Manager
Tampa Postal FCU, $64 million assets
“The Big Picture was
put together in an excellent manner. Even though it is geared for
young adults, I can see how it could benefit a 1st time borrower
and a 1st time account holder of any kind. The text is written
in a non condescending manner. You do not feel like someone is
talking down to you, just giving you a lot of great examples. Thank
you for putting something like this together.”
Karen Fleurima, Branch Manager
Publix Employees FCU, $497 million assets
“I recently completed an auto loan with a member and gave
him a copy of The Big Picture. Two days later he came
back to the credit union and opened a Money Market Account!”
Bobbie Jo Custer, Senior Lending Officer
Tampa Postal FCU, $64 million assets
“My credit union was seeking to offer our membership financial
education and assistance regarding their financial needs. I
was impressed with the content of The Big Picture and
felt this financial guide would be a useful tool for all of our
members. Our Member Relations Representatives distribute
the booklets to members when they join the credit union as well
as to those members who are applying for loans. We’ve
had a very positive response from both our membership and employees
regarding the benefit of this financial guide.”
Melanie Garces, Sr. Vice President
Service 1st Credit Union, $21 million assets
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