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Money Talk - 2022 Spring Edition

Page 1

MONEY TALK PRESIDENT’S MESSAGE

A. Scott MacKnight, CEO/President We recently held Triangle Credit Union’s 83rd Annual Meeting via Zoom. During the meeting, I shared our goals for the upcoming year, which is what I would like to share with you. First, in terms of improved member experience, we have significant developments in our digital banking platforms, particularly in mobile banking. Our enhancements in this area include mobile online account opening, an advanced chat feature that will allow our representatives to access screenshare technology, a robust payment portal for convenient payment options, and a new business banking platform, all of which are designated for a go-live by the end of the year. Second, our core values of Community, Diversity and Service will continue to guide our endeavors in financial literacy and support for the communities we serve. We will increase the

SPRING 2022

number of homebuyer webinars, which now includes a Spanish homebuyer webinar. As our membership base becomes more diversified, we are excited to introduce Conexion Latina con TCU, a Zoom-based monthly panel discussion that will cover budgeting, decreasing debt, the importance of insurance, and planning for your financial future. Third, we have fostered an environment of professional development within the Credit Union that will continue into 2022 and beyond. We are committed to offer extensive, career-building training initiatives within the organization; as such, our staff will participate in programs including Emerging Leaders, Young Professionals Network and internal training initiatives designed to develop employees at all levels and make them strong leaders for tomorrow. I am excited about what is on the horizon and believe we are positioning the Credit Union for growth and future success and look forward to implementing the strategies that will achieve our organizational goals.

WEBINARS & WORKSHOPS APRIL • Conexion Latina - Seguro de Vida • First Time Homebuyer Webinar – English • Business Planning • Medicare • Retirement Planning MAY • Estate Planning • First Time Homebuyer Webinar - Spanish JUNE • First Time Homebuyer Webinar – English YOUTUBE WEBINARS Check out Triangle’s educational hub, TCU University, for our latest blogs, podcasts, videos, and events at www.TriangleUniversity.org. Or scan the code to visit the site.

Scan this code to view our current YouTube Webinars. Visit TriangleUniversity.org/events for dates, times, and registration.


WHAT’S ON THE HORIZON:

Why Wait ‘Til Friday?

NEW SERVICES TO IMPROVE THE MEMBER EXPERIENCE

Receive Your Paycheck

Enhancing the member experience is the driving force for change at Triangle Credit Union. Our Member Services team analyzes member activity, feedback and pain points, and initiates improvements to increase member satisfaction. It is this kind of activity and awareness that resulted in two new services soon be released to our members in 2022:

Up to Two Days Early*

• The first is Mobile Account Opening, which is designed to enhance the way members (new and existing) open and fund their accounts online or through their mobile device. It’s a faster, more intuitive account opening experience from anywhere. • The second is a Payment Portal that will provide easier and more efficient access for members to make payments on their TCU loans. Members will be able to make their loan payments over the phone, with a TCU Representative, or online (via the payment portal) from accounts or debit cards at other institutions. “Implementing products and services that provide our members a convenient, efficient, and accurate process for doing business with us is our primary motivation for these new initiatives,” says Lisa VanBiene, Triangle Credit Union Senior VP of Member Service. “These initiatives are designed to enhance our members’ experience as well as improve our internal workflow,” VanBiene added.

Eligible with Direct Deposit on all deposit accounts

Any ACH Deposits: payroll, social security, U.S. Gov., etc.

*Triangle Credit Union cannot assume any liability for not depositing these funds to a member account early.

MAXIMUM REFUND, GUARANTEED! Remember: Tax deadline is April 15th With TurboTax, you’ll get your taxes done right and your biggest possible refund.^ Starting January 6th, log into online banking at trianglecu. org for more information on how to get started. File for free* or save up to $15 on TurboTax paid products. ^Visit http://turbotax.intuit.com/lp/yoy/guarantees.jsp for TurboTax product guarantees and other important information. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice. Intuit, TurboTax and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.

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*Simple tax returns only using TurboTax Free Edition.

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