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Financial well-being for all at scale

A couple looking at papers.

The National Credit Union Foundation partnered with SchoolsFirst FCU to produce a series of videos that document the credit union’s holistic approach to financial well-being for all.

Video 1: Financial well-being at SchoolsFirst FCU

For California’s SchoolsFirst Federal Credit Union, there is nothing more important than the financial well-being of their 1.2 million members. Watch leaders at the credit union discuss how that service mindset is infused into every aspect of the organization.

Video 2: Member advocacy

As part of their commitment to world class financial services, SchoolsFirst FCU has a Member Advocacy team. This group is available to support internal colleagues and/or credit union members whenever needed.

Video 3: Reimagining the lending process

SchoolsFirst FCU takes an innovative approach to consumer lending: ensuring every single loan application is reviewed by an underwriter (which isn’t as common as you’d think) and giving member-facing employees loan approval responsibilities.

Video 3: Going the extra mile

At SchoolsFirst FCU, it takes two employees to decline a loan. Ashley, Vice President of Branch Services, explains how her employees are trained to look for opportunities to say yes to a member.

For more information: read the accompanying article.

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