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Partnership for Prosperity: Sunmark’s Community Partner Program

 
In today's economic landscape, the well-being of a workforce is determined by more than salaries and benefit packages. Providing tools and resources to employees that foster physical, mental, and financial health is essential as businesses strive to nurture company culture and stay competitive.
 
As a non-profit financial institution dedicated to the credit union philosophy of “people helping people,” Sunmark Credit Union has been helping businesses and individuals find financial success for over 85 years. With the development of the Sunmark Community Partner Program, Sunmark Credit Union has designed products and services tailored to enhance financial wellness for business and their employees.
 
“At Sunmark, our core philosophy revolves around fostering a thriving community,” stated Matthew Goodman, Community Development Consultant at Sunmark Credit Union. “We believe that begins with empowering individuals to achieve their financial goals and the Community Partner Program is built on this principle,” he added.
 
Offering a comprehensive suite of benefits tailored to meet the unique needs of employees and their organizations, the Community Partner Program provides a personalized approach that can be tailored to integrate seamlessly with your organization's existing structure.
 
The Sunmark Community Partner Program includes:
  • On-site or virtual financial counseling sessions crafted to address the specific financial challenges and aspirations of employees. Experienced financial professionals from Sunmark provide expert guidance and actionable strategies.
  • Employee workshops that provide education and tools to help staff members reach financial goals whether it's budgeting, debt management, saving for a home, planning for retirement, or improving credit.
  • Enrollment days to open accounts or apply for loans.
  • 1:1 Financial wellness and free Review of Credit sessions.
  • And more – Sunmark’s Community Development Consultants can work with you to create a customized approach to your staff’s interests and needs.
 
In collaboration with all departments, from human resources to senior leadership, Sunmark’s Community Partner professionals ensure alignment with your company values and objectives. This combined approach guarantees that your most valuable assets – your employees – receive holistic and sustained financial assistance.
 
Businesses that have embraced the Sunmark Community Partner Program have reported significant benefits, leading to a more focused and productive workforce. When employees feel secure and confident in their financial future, their engagement and concentration at work naturally improve. A financially stable employee is a happier, more loyal employee, contributing to a more stable and efficient work environment. Sunmark Community Partners have also reported a noticeable reduction in employee turnover, underscoring the value of investing in staff well-being.
 
Sunmark’s commitment extends beyond initial consultations. The Sunmark Community Partner Program is founded on a relationship-based approach, providing ongoing support and guidance to your employees.
 
“We are dedicated to assisting them every step of the way as they navigate their financial journeys,” said Cheryl Trefzger, Community Development Consultant. “We offer resources, tools, and continued counsel to help them achieve their financial objectives.”
 
“Joining the Sunmark Community Partner Program is an investment in the future of your business and the prosperity of your employees” added Mary Gibbons, who joined the Community Partner team in 2024. “By prioritizing financial wellness, you're not just offering a benefit; you're cultivating a resilient, motivated, and highly engaged workforce, ultimately contributing to the sustained success of your organization and the betterment of our shared community.”
 
To learn more about Sunmark Credit Union and the Sunmark Community Partner Program, visit www.sunmark.org/partners or email the team at community_development@sunmark.org.
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