FOR IMMEDIATE RELEASE

Transcription

1 FOR IMMEDIATE RELEASE MONEY COACH CERTIFICATION SAN JOSE, CALIF. (MAY 2016) Alliance Credit Union members can now count on personal financial guidance from a specially trained team of frontline employees who have earned the Money Coach Certification. Thanks to recently completed training, these employees can provide guidance on financial situations including budget building, developing savings plans, reducing debt, and handling a variety of issues to meet their financial goals. This training reinforces Alliance s focus on providing what s important in the lives of our members, said Alliance CEO Brian Dorcy. To that end, Alliance employees need a level of training, development and support beyond the typical teller, new accounts, and loan program introductions. Now that our employees have completed this training, they have a better understanding of our members point of view and are more aware of the enormous toll financial issues can have on their lives and the lives of their families. Training was provided through the BALANCE Money Coach Certification Program, which teaches frontline teams how to guide consumers through a variety of financial situations. Alliance employees earning the Money Coach Certification completed 19 online classes, five days of classroom training, case studies, and a final exam: Mignonne Abbott, Sr. Payment Solutions Specialist; Robert Aldana, Business Development Manager; Kelly Burke, Service Center Team Leader; Patricia Dimalanta, Mortgage Loan Processor; Yolanda Camacho, Financial Center Manager; Yolanda Hernandez, Sr. Special Accounts Analyst; Dianne Hinkle, DMV Processor II; Brandy Martinez, Service Associate II; Luis Romero, Member Relationship Manager; Mariela Sanchez, Member Relationship Manager; Rene Schykerynec- Service Center Sales Specialist; Chris Solis, Member Relationship Manager II; Christina Thach. Financial Center Manager; Rosie Vasquez, Financial Center Manager; Kim Wolf, Learning & Development Specialist; Margaret Wong, Team Support Specialist; Lea Wussow, Service Associate; Carol Young, Financial Service Representative I Alliance Credit Union -more-

2 BALANCE Headquartered in San Francisco, BALANCE provides counseling services to individuals and families directly, and through its financial services institution partners nationwide. Alliance Credit Union is the first BALANCE partner to offer the newly developed Money Coach training to its employees.

3 [DRAFT/NC] [ALLIANCE LOGO] FOR IMMEDIATE RELEASE MONEY COACH CERTIFICATION SAN JOSE, CALIF. (MAY 2016) Alliance Credit Union members can now count on personal financial guidance from specially trained frontline employees who have earned the Money Coach Certification. Thanks to recently completed training, employees in a variety of positions can provide guidance on financial situations including budget building, developing savings plans, reducing debt, and handling a variety of issues to meet their financial goals. Now that employees have completed this training they have a better understanding of our member s point of view, and are more aware of what an enormous toll financial issues can have on the member s life and the lives of their family, said Alliance CEO Brian Dorcy. Training was provided through the BALANCE Money Coach Certification Program, which teaches frontline teams how to guide consumers through a variety of financial situations. Alliance employees earning the Money Coach Certification completed 19 online classes, five days of classroom training, case studies, and a final exam: Veronica Adams, Member Relationship Manager II; Janene Beutel, Assistant Financial Center Manager; Megan Fackler, Team Support Specialist; Pam Hodgin, Financial Center Manager; Tasha Johnson, Sr. Member Relationship Manager; Amanda Lonander, Team Support Specialist; Jessica McLaurin, Financial Center Manager II; Lori McRae, Member Relationship Manager II, Kandra Romeo, Business Development Manager Alliance Credit Union BALANCE Headquartered San Francisco, BALANCE provides counseling services to individuals and families directly, and through its company partners nationwide. Alliance Credit Union is the first BALANCE credit union partner to offer the newly developed Money Coach training to its employees.

4 [DRAFT/CU TRADES] [ALLIANCE LOGO] FOR IMMEDIATE RELEASE BALANCE MONEY COACH CERTIFICATION SAN JOSE, CALIF. (MAY 2016) Alliance Credit Union members can now get personal financial guidance from a specially trained team of employees who earned the Money Coach Certification in partnership with BALANCE Financial Fitness. Alliance employees both states in its operating territory are trained to guide members through a variety of financial situations including budget building, developing savings plans, reducing debt, and handling issues to meet their financial goals. This training reinforces Alliance s focus on providing what s important in the lives of our members, said Alliance CEO Brian Dorcy. To that end, Alliance employees need a level of training, development and support beyond the typical teller, new accounts, and loan program introductions. Now that our employees have completed this training, they have a better understanding of our members point of view and are more aware of the enormous toll financial issues can have on their lives and the lives of their families. Alliance is the first BALANCE credit union partner to offer the Money Coach training to its employees. Alliance employees earning the Money Coach Certification completed 19 online classes, five days of classroom training, case studies, and a final exam: CALIFORNIA Mignonne Abbott, Sr. Payment Solutions Specialist; Robert Aldana, Business Development Manager; Kelly Burke, Service Center Team Leader; Patricia Dimalanta, Mortgage Loan Processor; Yolanda Camacho, Financial Center Manager; Yolanda Hernandez, Sr. Special Accounts Analyst; Dianne Hinkle, DMV Processor II; Brandy Martinez, Service Associate II; Luis Romero, Member Relationship Manager; Mariela Sanchez, Member Relationship Manager; Rene Schykerynec- Service Center Sales Specialist; Chris Solis, Member Relationship Manager II; Christina Thach. Financial Center Manager; Rosie Vasquez, Financial Center Manager; Kim Wolf, Learning & Development Specialist; Margaret Wong, Team Support Specialist; Lea Wussow, Service Associate; Carol Young, Financial Service Representative I NORTH CAROLINA Veronica Adams, Member Relationship Manager II; Janene Beutel, Assistant Financial Center Manager; Megan Fackler, Team Support Specialist; Pam Hodgin, Financial Center Manager; Tasha Johnson, Sr. Member Relationship Manager; Amanda Lonander, Team Support Specialist; Jessica McLaurin, Financial Center Manager II; Lori McRae, Member Relationship Manager II, Kandra Romeo, Business Development Manager -more-

5 Alliance Credit Union BALANCE Headquartered in San Francisco, BALANCE provides counseling services and financial tools to individuals and families directly, and through its partner companies nationwide. Most recently, the company developed the Money Coach training program for employees of its partner companies. Alliance Credit is the first BALANCE credit union partner to take advantage of this program.