Greylock’s Phillips earns CUNA Financial Counseling Designation
PITTSFIELD, MA (June 19, 2015) — Greylock Federal Credit Union announced that Maureen Phillips, who was recently named Member Financial Education Program Coordinator, has earned her designation as a Certified Credit Union Financial Counselor (CCUFC) from the Credit Union National Association (CUNA). The designation was earned through the CUNA Financial Counseling Certification Program (FiCEP) which develops credit union counseling professionals to guide members with financial education.
Greylock President Marilyn L. Sperling said, “As one of the U.S. Treasury Department’s Community Development Financial Institutions (CDFI), part of our mission is to grow member financial education and financial literacy programs in the community. Maureen’s new role as Member Financial Education Program Coordinator and her recent CCUFC designation will strengthen the Credit Union’s financial education outreach.”
“The designation includes not only budgeting and credit principles, but also the psychology of counseling,” said Phillips. “Additionally, there was intensive study of collection and bankruptcy law, income tax preparation, insurance, investment and retirement strategies, and fraud and identity theft issues. I will be utilizing what I learned to work with our member service professionals to increase the availability of budget and credit assistance in the branches and in our member contact center.
Phillip’s CCUFC designation positions her to work with other Greylock managers to expand the Credit Union’s ongoing free Member Education Series seminars and programs in local schools. She is also creating a comprehensive financial counseling program to fulfill Greylock’s mission of improving the financial lives of Greylock’s members and their families.
About Greylock Federal Credit Union
Greylock membership is open to anyone who lives, works, attends school, worships or regularly conducts business in Berkshire County. Greylock Federal is wholly owned by its more than 70,000 members and offers full-service branches in Pittsfield, Great Barrington, Lee, Adams, North Adams, Williamstown and Lanesborough. Greylock has a Low Income Designation (LID) from the NCUA and certification by the U.S. Treasury Department’s Community Development Financial Institutions (CDFI) Fund allowing the Credit Union to offer expanded services to low and moderate income families. More information is available online at www.greylock.org.
Greylock’s family of businesses includes:
- Greylock Insurance Agency, with seven locations county-wide, handles commercial and personal lines including auto, homeowner’s, life, disability, long-term care insurance, all forms of bonding, and 24/7 claims service.
- Greylock Investment Group offers access to a full array of services including financial planning, retirement planning, investment management, mutual funds, annuities and portfolio management.
- Greylock Marketing Group is a full-service advertising agency dedicated to helping other credit unions, businesses and not-for-profit organizations meet their communications and marketing objectives.
- Greylock Employee Benefits Services offers comprehensive consultation and brokerage services for group medical, dental, life and disability insurance
Photo courtesy of Greylock federal Credit Union: Greylock Federal Credit Union announced that Maureen Phillips has earned her designation as a Certified Credit Union Financial Counselor (CCUFC) from the Credit Union National Association (CUNA).