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Bring Finex Credit Union to your workplace

Offer a meaningful, no-cost employee benefit that supports financial wellness—without adding extra work for your team.

When you partner with Finex Credit Union as a Select Employee Group (SEG) your employees and members are eligible to join the credit union and get all the perks that come with a Finex membership.

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Why Employers Partner with Finex?

  • Recruiting & Retention Support

    Enhance your employee benefits, increase retention, and attract more qualified employees - all at no cost to you
  • Easy for Your Organization

    We do all the heavy lifting - program administration, employee enrollment, and more
  • Support with Employee Events

    We provide onsite support at events like new employee orientations, benefit fairs, and employee wellness events.
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What do your employees get?

Credit union membership and real banking advantages

  • Get Paid One Day Early!

    When employees enroll in Direct Deposit they get paid one day early (pending timing of the submission of the payment file from the employer)
  • No-Cost Credit Union Membership

    Finex will fund your employees' no cost membership account with $50 
  • One-on-One Financial Guidance

    Our partnership allows for your employees to receive personal guidance from our business development director.

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Your Finex Partner

Meet Mary Sullivan, your dedicated workplace partner at Finex. With 20+ years supporting credit union members, Mary makes it easy to bring Finex to your team—through on-site or virtual support, financial education, and one-on-one guidance for employees who want help with everyday banking, saving, credit, or planning for what’s next.

 

  • Expert Trusted Advice
    She has more than 20 years of experience in helping members succeed.
  • On-Site Visits
    Mary will support your onsite events, such as benefit fairs, wellness fairs, and new employee orientations - bringing light refreshments when appropriate. 
  • Relationship Not Just a Transaction
    She has a passion for helping your employees to look out for their best interest. Your employees will also have access to her direct cell phone number so they can get personalized assistance. 
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Frequently Asked Questions

Does this cost our company anything?

No - Selected Employee Group partnerships are offered as an employee benefit at no cost to the employer!

How much work is required from our organization?

None! We handle most of the heavy lifting - from providing flyers for when we will be on-site to bringing light refreshments during employee events.

Can family and friends of employees join?

Absolutely! We have a robust family and friend referral program that will reward your employees for spreading the joys of membership.