Welcome Coaches!
On behalf of Serve Credit Union, we are so grateful to have your expertise on our team to make an undeniable impact on our members! Members are coming to you as graduates from the Blue Shoe Box program. If you have questions about that program, please contact Hayley Vanderpool.
Your expectations/requirements:
Completion of ICUF Financial Coach Program
Employee and Member of Serve Credit Union
Calendly account
Initial in person or teams meeting
Quarterly follow ups
Your first meeting:
Goals worksheet:
Members can fill out online, bring in completed physical copy, or complete with you during meeting
Pull credit report:
If they do not consent, they can supply their own report at here @aria-label: annual credit report site
Tips on starting/building credit
Introduce SCU’s beneficial products and services
Explore the Financial Wellness Center as seen on the BSB Financial Coach Program page
Don’t reinvent the wheel, take as many resources/ideas for your meeting from the wellness articles/coaches/calculators
For full access to Banzai Financial Wellness Center, click here @aria-label: banzai site
Set up your next meeting!
Set up recurring quarterly follow ups
Utilize your Calendly account if they are unable to commit at time of appointment
Upload your notes!
Keep track of your BSBs by uploading their questions, concerns, successes, etc!