Work Perks Employee Benefits

Making life better for your employees

Hi , I’m Teresa Wheeler. As a community outreach representative, I have the fun task of developing partnerships with businesses to share all the great things Columbia CU can match to your company’s specific needs through our employee benefits program. Studies show that when people focus more on achieving their financial goals, they’re taking steps to improve their lives, reduce their stress, and increase their productivity. Check out all the ways we can make life better for your business and employees below.

5x7_Teresa

Community Outreach Representative
teresaw@columbiacu.org

People like doing business with people they trust. That's why they come to us. We're trusted, local, and respected.

Employee Benefits

More perks, more productivity, better well-being

Columbia Credit Union can help your company’s employees reach their financial goals to lead healthier, more balanced and productive lives. In addition to the tremendous value of Columbia CU’s great rates, low fees and award-winning service, we offer a variety of free benefit options that can be specified to your company needs, including:

  • Free financial educations seminars
  • Cash back and special product membership incentives
  • Free financial advisor consultations
  • Columbia CU hosted events
  • Discount buying programs
  • Health and benefit fairs

Financial Tools & Programs

Financial planning for your employees

Columbia Credit Union’s Investment & Insurance Group, available through CFS*, can take your employees on a custom journey to assess where they are, where they need to go, and how to get there with retirement planning, workplace education workshops, and more.

LEARN MORE ABOUT OUR PROCESS

Investment Counseling Steps

Financial Education Seminars

Have Columbia CU host a free financial education seminar for your employees with topics including budgeting, identity theft, debt management, retirement, and investing.

Appointment Request

Learn more about Work Perks.

Appointment Request

Learn more about Work Perks.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CUSO Financial”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. Columbia Credit Union has contracted with CUSO Financial to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions company and is not a Registered Investment Advisor or broker-dealer. Investment products, services and advice are only provided through CUSO Financial, a subsidiary of Atria.

Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.