The Alive Financial Wellness Coaching Team

For many years now, Alive has offered Free Financial Wellness Coaching to our members. Recently, this program has expanded with a new self service scheduling system rolling out so our members can request meetings with the coaches at their convenience. This new feature is located on the alivecu.coop website.

Alive’s Coaches are credit union certified financial counselors who offer motivational guidance and support to members in achieving their financial goals. Goals vary from improving credit, to paying down debt, preparing to purchase a home, or even transitioning into retirement. Every step of the way, the coach is there to assist the member in choosing the right “plays” and celebrating the victories. Tellers, member service representatives, contact center representatives, and loan officers are encouraged to recommend financial wellness coaching to the members who may benefit this service.

The Coaching Team is currently growing with several new coaches starting their own vigorous “training” through the CUNA eSchool. It’s not too late to join this year’s trainees! Webinars are available to view in your down time and all training resources as well as the national accreditation exam are free for employees courtesy of Alive. In addition to making a big difference in your local community, being a Financial Coach is a great resume builder and showcases your dedication to the credit union movement as well as your depth of knowledge.

If you are interested in becoming an Alive Financial Wellness Coach, send a quick email to get started!