Liaisons and Financial Resources

Overview
Liaison Role

The Company Liaison is the primary communicator between the host Company and Financial Resources Management. The Liaison maintains an open dialogue and communication between the Company and Financial Resources. The Branch Managers and Branch Supervisors are the key contact persons for Company Liaisons at locations with onsite credit union facilities. For all others, contact your assigned representative.

• Communicating opportunities for Credit Union involvement in special events such as vendor fairs, "take your child to work day", blood drives and the like.
• The coordination of email, company newsletters, website or TV monitors to communicate Credit Union services to employees and members when possible.
• Assisting in the scheduling of Learning Academy seminars when appropriate. Click here for information about Learning Academy.
• The facilitation of periodic "Welcome Fairs" and "Open House" events where Financial Resources personnel can "meet and greet" employees in the cafeteria or other large meeting facility.
• Including the Credit Union in new employee orientation procedures. For example, Branch Supervisors can speak briefly and distribute informative packets. Information about Financial Resources is also available for inclusion in new employee packets. Including the Credit Union branch on any "tour" for new employees.