A member came into our Poulsbo branch ready to close his accounts. He had seen promotional rates at another financial institution and was convinced that moving his money would help him earn more. But instead of just completing the closure, our team member, Cheryl, took a moment to understand what our member truly wanted as part of his overall financial strategy.
Through their conversation, Cheryl discovered that the member’s goals weren’t just about interest—they were about long-term savings and access to quality service. Cheryl showed him how he could actually earn more by enrolling in a Save to Win account and upgrading to a Vista Premier Checking account. These products would let him grow him savings while staying with the credit union he’d trusted for years.
The member stayed—and left feeling heard, supported, and financially confident. By taking the time to listen and think creatively, Cheryl turned a potential goodbye into a renewed commitment!
