Hearts, flowers, chocolates, candles; everywhere you look there seems to be romance in the air. The relationship with your partner isn’t your only chance at true love. And the other one doesn’t require foot rubs or smooches. I’m talking about your money. And this is the perfect time to spice up that relationship.
With several local credit unions and banks and countless more online, there isn’t a shortage of options when choosing who to trust with your money – and the choice is yours to make! So, start taking your relationship seriously and fall in love with your financial institution!
Enjoy benefits
Many financial institutions have benefits that are exclusive to their clients. From discounts on cell phone providers and travel agencies to high yield accounts and free bill pay, you can uncover benefits that make your life less stressful and more enjoyable.
Another benefit of having an account is taking advantage of promotions and unique offers. Periodically, institutions may offer specials like high-rate CDs, discounts on home closing costs, and credit card balance transfers. If you’re in the market for the offer, why not show your love and take advantage through your institution?
Use tools, resources
Financial education is on everyone’s mind – even your credit union or bank. Many institutions have partnered with companies to offer tools that help you increase your financial knowledge. You can learn tasks like budgeting, improving credit, preparing for homeownership and filing taxes by taking advantage of these opportunities. And in some cases, you can even get rewarded for it through gamification and points programs.
In addition to partnering with vendors to offer tools, look to see what resources your institution has available. Many staff members are now getting certifications and designations to be more specialized in helping their clients through financial difficulties. This includes a wealth of resources to help you reach your goals and improve your financial ability. Often, these resources will also be available to you through your online/mobile banking platforms.
Get to know staff
One of the best assets that organizations have is their staff. If you are a client at a local institution, don’t be afraid to get to know the people you’re working with. A great relationship with your money includes having one with the people who manage it. You want to be able to trust and talk to them when you need something and know that they have your best interest and financial well-being in mind and can guide you in a positive direction.
There is a saying that we are tallest when we’re helping others. This is no surprise to the staff members at your institution. We want to see you reach your milestones, achieve your goals and succeed. And we want to be a part of that journey with you. Don’t be afraid to share the details and we’ll let you know any products or services we have that can help.
Amid the romantic symbols of the holiday, it's easy to overlook the love story we share with our money. With numerous options from local credit unions to online banks, choosing the perfect financial partner is in your hands.
Nurturing this relationship unlocks opportunities, including exclusive benefits, promotions and educational tools to enhance financial savvy. Establishing a rapport with knowledgeable staff is crucial, fostering trust and personalized support. Infuse passion into your financial affairs, creating a partnership that empowers you to reach new heights. Fall in love with your financial institution, paving the way for a more secure and fulfilling financial future.
Rachel Caballero is community and PR manager at TruWest Credit Union in the East Valley.
