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 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:

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Are you a coffee lover with a thirst for Financial Wellness?

Book and keep your Membership Academy and receive one FREE drink of your choice from Grounds for Celebration!