Let us help you KEEP your employees.
As a business, your #1 strength is your people. And financially stable employees become a dependable workforce. We believe in building relationships and cultivating financial wellness. And we’ll work with your team members as their financial partner and coach via on site or online group presentations and one-on-one coaching, helping solve problems and create solutions so that they can focus on what matters, at no cost to your company or employees. Our KEEP program started in 2019, and we now work with more than 40 employers in the area to make their workplace a platform for financial wellness through our KEEP program.
- Financial wellness group presentations on topics like budgeting, credit scores, loan basics, and more.
- Lunch and learns
- New hire orientations
- Online sessions
- Individual financial coaching
- On site or online
- Account opening and loan applications
- Health Savings Accounts (HSAs)
For people struggling with bad credit, payday lending, consistently overdrawn accounts, delinquent loans, wage garnishments, and more, our Aspire Financial Counseling helps your team member gain control of their finances through budgeting, automated saving, and credit education. Learn more about Aspire.
Life is unpredictable. And when it hits hard, we’re here. Our affordable, simple #LifeHappens loans help your team members and their families face challenges head-on:
- Medical / Dental & Braces / Vision
- Pet Health
- Home Energy / Improvement / Emergency
- Auto Repair
- Funeral
For team members facing a hardship who may not qualify for other borrowing options, an Employer Resource Network (ERN) loan with success coaching may help. Learn more about the ERN.
Purpose
We are excited to offer an incentive program for the employees at Kalsee Credit Union’s KEEP Company Partners. This incentive is for any new Kalsee Credit Union accounts opened for employees working with our partner companies.
New Member Activity Bonus
We will be offering a $50 deposit incentive to new members who meet the following in the first 90 days:
- Enrolled and are meeting criteria for one of the three Kalsee Checking accounts (Lift Checking, Lift+ Checking, and Boost Spending) and have direct deposit.
- New members who reach our Platinum Perk status or higher within 90 days.
- The $50 will be deposited into their savings account once the employee meets the criteria in 90 days.
Discounts for Mortgage Closing Cost
We will be offering a $250 discount on Mortgage closing cost to employees.
- Employees must be referred to Mortgage Department by KEEP Program to qualify.
We will be offering an introductory rate of 5.99% APR for one year on all new Credit Cards opened within three months of new membership for employees.
- Employees will need to be referred to a loan officer by KEEP Program to qualify.
Questions?
Matt Duguid
Director of Financial Wellness, Certified Credit Union Financial Counselor
269.382.7877
With over 20 years of service industry experience, Matt’s personal and professional passion is developing strong relationships and helping people achieve financial wellness. His experience in both the staffing and manufacturing sectors gives him unique insight into the challenges faced by companies in today’s competitive hiring environment. Matt has helped many people overcome financial hardships and achieve their goals through our KEEP program. He’s also a proud WMU Bronco with a Bachelor’s of Business Administration (BBA).
Brian McDonald
Business Development Assistant Manager, Certified Credit Union Financial Counselor
269.382.7883
With 12 years of financial industry experience, Brian's personal and professional passion is developing relationships and helping members pursue financial wellness. His experience in banking and finance gives him unique insight into the challenges faced by many employees in today’s environment. He's walked through financial hardships with members and helped them overcome obstacles to achieve financial wellness. Brian is also a proud WMU Bronco with a Bachelor’s of Business Management (BBA).
Kayla Yancer
Business Development Officer
269.585.6892
With eight years of experience in the financial industry, Kayla has had the privilege of helping individuals take control of their financial futures. She believes that no one has it all figured out and that everyone starts somewhere, which is why she is dedicated to guiding people through their financial journeys with patience and understanding. Her passion lies in empowering others to build the confidence, skills, and knowledge they need to achieve their goals, whether it’s managing debt, saving for the future, or gaining financial independence. Her work is centered on providing the tools and support people need to thrive. She believes that everyone deserves the chance to succeed and is committed to ensuring they have the resources and encouragement to do so.
"Kalsee’s robust KEEP program has been a huge success with the employees our Success Coaches assist at our Employer Resource Network companies."
"Being able to provide additional financial resources to our employees so that they may become financially stable and working collaboratively with Kalsee’s team to support those in need is a great benefit of our partnership with Kalsee."
- Kelli Adams CCSP, Lead Success Coach, SWM ERN
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