WHEN IT COMES TO YOUR FINANCES, WE WANT TO BE FIRST ON SCENE.
FINANCIAL RESPONDERS- MEMBERSHIP ACADEMY
It is important to us that you feel confident in your membership with Serve Credit Union. This confidence comes from having goals in mind and understanding the steps you/we need to take to reach those goals. Our trained Financial Responders are eager to instruct you through our FREE Membership Academy by exploring the following based on your goals:
Your Credit Report
Credit Building
Debt Consolidation
Budgeting
Wealth Management
Beneficial Lending Products
Beneficial Deposit Products
Convenience Products and Services
Financial Wellness Center
There is no age group, stage of life or financial situation that would benefit from the Membership Academy over the other. Choose your Financial Responder and feel confident in your Serve Credit Union Membership!
Other things to consider to prepare for your first day of Membership Academy:
Bring statements from other Financial Institutions and Credit Cards and Pay Stubs
Complete this budget worksheet and snap a screenshot to bring to your meeting and for your records
Pulling Credit is not mandatory, but it is helpful to our Financial Responders
This can be as involved as you would like to make it- Your Financial Responder will follow your lead
There are no obligations- any suggestions made by the Financial Responders will be in your best interest, but you will not be obligated to enroll or apply for any product or service
Documents and Topics that may be discussed during your Membership Academy: