Employee Benefit Plans
Sharing Knowledge, Strengthening Ties
At Unitus, we’re all about building a community and establishing lifelong partnerships with local companies like yours. By sharing knowledge and helping your employees become financially savvy, we hope to increase opportunities for you and your employees.
Informal Knowledge Sessions
We provide free breakfast or lunch meetings for your employees on a wide variety of topics.
Formal Knowledge Sessions
From educational seminars to one-on-one counseling, we offer sessions on any topic you choose.
Knowledge Resources
Unitus offers a complete set of tools to help you share good financial practices with your employees.
Informal Knowledge Sessions
We’re happy to offer free breakfast or lunch meetings on pertinent topics such as:
- Credit reports
- Buying a house
- Paying for college
- Budgeting
- ID theft
- Break room question and answer sessions
- Useful tools and resources such as budgeting templates
Formal Knowledge Sessions
We also provide more formal sessions at your workplace on any topic you choose. These sessions can be during work hours or before or after work. Here are a few examples of what we can provide:
- One-on-one financial counseling
- Guest speakers
- Educational seminars on topics such as:
- ID theft
- College funding
- Paying off college debt
- Understanding your credit
- Managing your budget
- And more
Knowledge Resources
Unitus has comprehensive tools to help you communicate good financial stewardship with your employees. These resources include:
- Posters
- Informational email templates
- Custom plans
- New hire onboarding
Become a Member Company
When you partner with Unitus, your company enjoys the benefits of our financial mentoring and education—for free.
Your employees will appreciate the opportunity you’re providing for their financial success. You’ll appreciate the energy and productivity focused employees can deliver to your company.
Over the years, Unitus has helped our employees understand their own finances. After going through the financial seminars, we have had employees purchase homes, become more financially secure and understand how their credit score impacts them and the choices that they want to make in life. Our employees are happier and more productive at work when they have control over their finances. Unitus truly cares about educating the community, by focusing on education, not on sales or call backs. They truly want to help our employees with their banking needs, never up-selling but offering actual solutions.
“We are very happy to have partnered with Unitus Community Credit Union on a couple of levels. Our connection with the business banking has been professional, helpful and they have been a great resource. Unitus has also been a true asset to our employees, coming out to our location multiple times to sit down with them individually to assist with their banking needs. We would highly recommend them to anyone.”
Mike Stevenson
President, B&B Source
“Partnering with Unitus Credit Union has given our employees the ability to have a personal contact in the banking industry that has guided them with everything from checking and savings accounts to car and home loans. Jacque is always approachable and knowledgeable about the industry and what people need to do to achieve their financial goals. Unitus came to our office to offer services but also to educate and help people with banking and finance questions. Unitus has given our employees knowledge to make good choices when it comes to their financial and banking decisions.”
Elizabeth Garvin
Director HR & Accounting, Certified Languages
“Unitus has been a wonderful partner for Shriners Hospitals for Children. They have been so kind with providing our employees with educational seminars on financial health. I have received consistent feedback from our employees that these seminars provide them with valuable information and make them feel empowered to make positive financial changes in their life. We really appreciate all that Unitus has done for us and would highly recommend them to other employers.”
Kelly Cook, MBA
Human Resources Specialist, Shriners Hospital for Children — Portland
For more information about these offerings
English 
Español de México