What’s in a name: Director of Financial Wellness and Wellbeing

Jeff Sobieralski educates and engages members at the Indiana financial cooperative.

Financial wellness is a linchpin of member service at Teachers Credit Union ($3.9B, South Bend, IN), so it’s appropriate the veteran staffer now in charge of that effort comes directly from the member-facing side of the shop.

Jeff Sobieralski joined TCU as a teller in 2005 and managed branches for 10 years before taking on a new director role in February 2020. Now, he puts his long experience in civic engagement and retail — he worked at Best Buy in sales management and supervisory roles for more than a decade before joining the credit union movement — to leading TCU’s financial wellness and wellbeing work with an emphasis on building engagement through new processes, technology, and workplace culture initiatives.

Here, Sobieralski talks about his role as the director of financial wellness and wellbeing for the Hoosier State’s largest member-owned financial cooperative.

Is the role of director of financial wellness and wellbeing new for TCU? If so, why did the credit union create it?


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