Credit unions are increasingly recognized not just for the services they provide to enhance the financial well-being of their members but for their role in fostering community well-being and social progress. Building and sustaining a workplace for everyone to feel welcome and thrive requires a commitment to understanding and addressing the diverse needs of both members and employees. This can transform organizational culture, and enhance employee and member satisfaction and loyalty.

One tangible way credit unions can make strides in equity and inclusion is through the development of specialized roles and programs focused on financial well-being. At Affinity, we recently launched our Certified Wellbeing Coaches program. Over 40 employees have been trained to provide judgment-free support and guidance on topics including credit, foreclosure, bankruptcy, taxes, insurance and identity theft – all possible roadblocks a member may approach in their financial journey. Our coaches become allies to members, guiding them through financial challenges and decisions with empathy and understanding. Outside of the walls of our branches, we engage with the broader community through financial reality fairs and partnerships with local higher education institutions.