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Metro Credit Union Business Development Officers Earn Financial Counselor Designation

February 9, 2021

Metro Credit Union, Massachusetts’ largest state-chartered credit union, today announced that its Business Development Officers (BDOs) now hold the Certified Credit Union Financial Counselor (CCUFC) designation. With the background and education afforded to them through this designation, the BDOs have enhanced the skills needed to guide members toward making financial decisions that leave them feeling confident and secure.

Metro provides an expanded line of products and services to more than 225,000 members, including employees at more than 1,200 companies through its Metro@work workplace banking program.

“Our mission is to deliver a well-rounded financial wellness experience for all of our Metro@work employees,” said Charlene Bauer, Senior Vice President, Outreach, Advocacy, and Chief Development Officer. “By providing our BDOs with the financial counseling certification, we have set ourselves apart when it comes to being an outstanding financial resource for our partners.”

The Business Development Officers at Metro are committed to helping Metro@work employees through a variety of group seminars and workshops that focus on topics such as retirement planning, first-time home buying, saving for college, budgeting and money management, credit repair, fraud protection, and more. As Certified Credit Union Financial Counselors, the BDOs will have the unique opportunity to work with employees one-on-one and address individual financial needs.

The Metro BDOs completed the one-year course through the Credit Union National Association (CUNA). They each passed two online exams to earn the designation. They will be recertified every three years.

For more information about Metro Credit Union, please visit metrocu.org, or connect with us on LinkedIn.

To learn more about Metro@work please email MetroAtwork@MetroCU.org.
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About Metro Credit Union
Metro Credit Union is the largest state-chartered credit union in Massachusetts, with $2.3 billion in assets. Metro provides a full range of financial products to more than 225,000 members in Essex, Middlesex, Suffolk, Norfolk, Plymouth, Barnstable, Bristol and Worcester counties in Massachusetts, and Rockingham and Hillsborough counties in New Hampshire, as well as to employees of over 1,200 companies through its Metro@work program.

Founded in 1926, Metro currently operates 14 branch offices in Boston, Burlington, Chelsea, Framingham, Lawrence, Lynn, Melrose, Newton, Peabody, Salem, and Tewksbury. Metro is also a Juntos Avanzamos (“Together We Advance”) designated credit union, an honor given to financial institutions for their commitment to serving and empowering Hispanic and immigrant consumers. Metro was recently named among the most charitable companies in Massachusetts by the Boston Business Journal. Learn more at MetroCU.org and connect with us on LinkedIn.

Metro Credit Union is closely monitoring the COVID-19 emergency and working with members who are impacted. For more information about access to our branches and how to manage your accounts remotely during this time, please visit MetroCU.org/access.

CONTACT:
Emily Lospennato
781.710.6011
elospennato@metrocu.org