focused on product sales but on giving great advice and service.” This approach resonates deeply in today’s economic climate,where high inflation and housing affordability remain pressing concerns. To ease those concerns, WPCU goes beyond traditional banking by prioritizing financial literacy among its members. The credit union frequently educates recruits and cadets on managing credit, understanding interest, and avoiding costly financial mistakes. Through presentations and tools like cost-ofborrowing calculators, members gain insights into the long-term impact of their financial decisions. Many members, especially younger ones, sometimes focus solely on monthly payments without understanding the total amount they owe. So, WPCU strives to teach them about compound interest and The emphasis is on delivering personalized advice rather than meeting sales quotas or pushing products. Advisors focus on understanding each member’s financial goals and challenges to provide thoughtful, tailored recommendations. “We really dig deep in our discussions to understand what our members really want to do before giving advice and potentially following through with preapproval,” Goebel says. WPCU’s priority is ensuring members fully understand their financial options.As Berzuk explains,“We’re not 118 BUSINESS VIEW MAGAZINE VOLUME 12, ISSUE 02
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