TruWest Credit Union's holistic approach
In this episode of It's a Money Thing Backstage features an interview with Rachel Caballero, the Community Development and Public Relations Manager at TruWest Credit Union. Rachel discusses the credit union's history, its presence in the Phoenix and Austin areas, and its comprehensive approach to financial education.
She details various initiatives, including the statewide 'Bite of Reality' financial simulation, which uses an app-based persona system to teach participants about budgeting and real-world financial decisions. Rachel also explains how the credit union utilizes It's a Money Thing videos and the Enrich platform to deliver engaging, relatable content to diverse age groups. The conversation covers strategies for building community partnerships, the importance of staff certification as financial coaches and how these educational efforts drive membership growth and community impact.
