Values that power people forward

What we believe shapes how we lead, serve, and grow. Our values aren't just words on a wall, they're the principles that guide every decision we make and every interaction we have. They reflect who we are at our core and what matters most to us as an organization. This is the foundation we stand on, and the standard we hold ourselves to every day.

Our Values

  People First

We put people first, and treat everyone as though they matter, because to us, they do.

People are at the heart of everything we do – our employees, our members, and the communities we serve. We lead with empathy, listen actively, and prioritize relationships over transactions. We champion our members by understanding their goals and walking alongside them. Our employee value proposition reflects that same belief: we invest in our people, so they feel supported, empowered, and inspired to grow. When people feel seen and valued, they thrive — and helping them thrive is what we’re here to do.

  Wisdom

We’re continually learning, and we share our expertise to help people make sound decisions.

Growth comes from sound decisions, and sound decisions come from knowledge. That’s why we never stop learning — and never hesitate to share our expertise. Whether we’re guiding someone through their first savings account or supporting their full financial journey, we bring our experience forward with clarity, care, and a commitment to helping others grow.

  Inclusion

We’re accessible, welcoming, and find ways for everyone to contribute and feel they belong.

Everyone deserves to feel welcomed, heard, and valued. We’re intentional about creating an environment where everyone belongs and can contribute. We meet people where they are and remove barriers to opportunity, because opportunity should be within reach for all. Within our organization, we support initiatives that foster professional development, provide leadership opportunities, and build meaningful connections for everyone. Together, we are shaping a more connected workplace — one where every employee can flourish and make a lasting impact. 

  Drive

We serve hard working people, and we work hard to help them achieve their goals.

We work with purpose, and we stay focused on success — just like the people we serve. Their goals become our goals. Their challenges, our challenges. Whether we’re solving problems, optimizing solutions, or showing up with energy and determination, we stay focused on moving forward — together. Because when our members succeed, so do we.