Credit Union Rock Stars Rachna Bhatia and Andrea Finley help others achieve financial freedom.
Coincidentally, Andrea Finley and Rachna Bhatia both began their financial services careers working in banks. But their hearts led them to credit unions.
Following their hearts has helped them improve countless financial lives among their memberships and communities. For that, both Finley and Bhatia are among 39 credit union leaders named as 2020 Credit Union Rock Stars by Credit Union Magazine.
Sponsored by Fiserv, the Credit Union Rock Stars program recognizes outstanding credit union professionals and volunteers from a wide range of disciplines for their exceptional creativity, innovation, and passion.
Andrea Finley is financial wellness coordinator at SC Telco Credit Union in Greenville, South Carolina.
Rachna Bhatia is director of community outreach and business development at Infinity Federal Credit Union in Portland, Maine.
In this podcast, Bhatia and Finley share how community partnerships are the key to financial wellness—and how that key can also open new doors for credit unions in their fields of membership.
In this episode:
1:36: How Rachna and Andrea came to credit unions
4:11: Why community partnerships are the key to financial wellness
5:50: The key to developing community partnerships
7:47: How COVID-19 has affected community partnerships
11:26: Where members typically stumble when it comes to there finances
14:35: What effect financial wellness can have on members' lives
17:21: How financial wellness programs help the credit union
18:57: What advice would you offer other credit unions on succeeding in this area?