Helping Members Move Forward Financially
Helping Members Reach Their Goals
• $950,000 in Down Payment Assistance 
provided, helping more members take 
steps toward homeownership
• $1.96 billion in loans funded, helping 
members buy homes, manage expenses, 
and move forward financially
HOMEOWNERSHIP & 
LENDING IMPACT
MEMBERS SERVED
MEMBER INVESTMENTS
PERSONALIZED GUIDANCE
MEDICARE SUPPORT
• 30,865 New accounts opened 
• 82% of members accessed Digital Banking
• Nearly 2.2 million transactions processed
  at branches
• 105,212 members used Zelle® to process 
   over 4.2 million transactions in 2025—a 
   21% increase in usage
• $485 million assets under administration,  	  	
   reflecting continued member trust
• $103 million invested/reinvested by
  members in 2025 toward long-term goals
• 2,200+ member relationships, with nearly 
   60% focused on retirement planning
• Expanded access to advice through 
  3,400+ branch referrals
We worked one-on-one with over 18,000 
members, connecting them with solutions 
tailored to their goals, budgets, and lives.
18,000 Personalized Member Consultations
• 447 member appointments
• 128 policies purchased
• 75 first-time Medicare enrollments
MEMBER LOANS FUNDED & TOTAL LOAN BALANCES
Product
Total Funded (000s)
Auto Loans & Leases
$451,000
Commercial
$115,000
Credit Cards
$591,000
Other Consumer
$40,000
  First Mortgages
$578,000
  2nd TDs & HELOCs
$185,000
Residential Real Estate Loans
$763,000
Total Member Loans
$1,960,000
40+ in-person
seminars
Webinars and online 
education resources
Ongoing email and 
social media education
FINANCIAL EDUCATION & YOUTH ENGAGEMENT
1,000+ new youth members joined through our Money Smart Workbook initiative, designed to 
encourage financial confidence at an early age.

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