Both Jeanne and Sarah describe what the HERO Financial Counseling training is and why they implemented it at JetStream -- and how it has worked since then with nearly all staff being certified HERO financial counselors to members.
As a result of this training. they also shared some benefits JetStream has experienced, providing staff/member interaction success stories that has literally changed lives -- for members and employees.
Lastly, they wrap up with some advice for other credit unions looking to doing something similar.
Wonderful conversation here with Jeanne and Sarah that exhibits the true mission of credit unions. Check it out and let us know your thoughts. And be sure to watch the entire episode below for all the details.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.