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Smart Start

Your Financial Odyssey Begins!

As you reach the end of one education marathon, and begin another, PCM continues to be here to help guide you on your financial journey. PCM Credit Union is granting up to 50 young adult PCM members (age 17-23) the opportunity to complete 5 financial education “trials” and attend a Q&A follow-up webinar to earn a $100 cash incentive. 

This financial education program is formatted for use through your Google account. If you have a Google account already created, you’re all set. If you need to create a new account, simply follow these instructions and begin

Click Here to Register
and Begin Your Odyssey! 

Helmet:

Get a Financial Education overview.

• Watch “What is a Credit Union” video series
Intro
(Additional Resource: Credit Union Difference)
Meet Jared
(Additional Resource: VB/Mobility Tutorial)
Meet Selena
(Additional Resource: Opening a Checking Account with Debit Card)
Meet Courtney
(Additional Resource: Remote Deposit Tutorial)
Outro
(Additional Resources: Bill Pay & Zelle® Tutorials)

Complete Financial Education Quiz

Earn your Helmet.

Related Materials:

“Bank vs Credit Union” Article
Greenpath: Checkright
Money Concepts for Teens & Young Adults

Shield:

Find out how you can protect yourself against online shopping scams and fraud.

• Download CardValet (Additional Resource: CardValet® Tutorial)

• Watch the Fraud Presentation (Additional Resource: Sontiq)

• Complete Fraud Quiz

Earn your Shield.

Related Materials:

Fraud News/Latest Trends

Chestplate:

Learn the basics of getting an auto loan or student loan through PCM Credit Union.

Watch Loan Role-Play video

• Watch Calculator video

Complete Loan Quiz

Earn your Chest-plate.

Related Materials:

Glossary of Terms

Sword:

Get all the information you need to start a healthy budget and become “Budget Wise”.

• View “Why Be Budget-Wise” Presentation

• Complete Budget Scavenger Hunt 
Please notice there are two worksheets in this document; instructions and the weekly budget.
Important Note: Please open this document with Google Sheets; Select “Go to File” and then “Make a copy”. This will allow you to use it for personal use in the future. Although we are not asking you to share your document through Google Sheets, you will be asked to bring a copy of the activity to the Live Event on 8/5. 

• Complete Budget Quiz

Earn your Sword.

Related Materials:

Budget Worksheet

Sandal:

Learn about Credit. How to build it, grow it, and maintain it.

• Sign up for Credit Sense through Virtual Branch or the PCM Mobile App

• Watch the Understanding Credit Presentation

• Complete Credit Knowledge Quiz

Earn your Sandals.

Related Materials:

Credit Infographic
• “Impact on Credit Score” Article

Still Have Questions? Watch our Q&A follow-up.

PCM’s financial experts answer questions of yours in a special Questions and Answers webinar held after the program’s end.

Contact the Team

Lesley Enz
Director of Culture and Training
(920) 593-2223
[email protected]
Joe Wollin
Vice President of Lending
(920) 593-2217
[email protected]
Lindsey McGuire
Mortgage Loan Processor
(920) 593-2238
[email protected]
Brittney Francois
Loan Officer
(920) 593-2229
[email protected]
Carlos Hernandez
Compliance Officer/ General Counsel
(920) 593-2231
[email protected]
Courtney Pleasants
Member Service Team Lead
(920) 593-2242
[email protected]
Jared DeBaker
Member Service Representative
(920)593-2241
[email protected]
Kim Runge
Vice President of Member Services
(920) 593-2207
[email protected]
Jackie Brooks
Director of Member Financial Wellness
(920) 593-2227
[email protected]
Sara Hicks
Fraud/Debit Card Specialist
(920) 593-2204
[email protected]
Casey Barstow
Member Service Representative
(920) 593-5004
[email protected]
Kandi Betters
Branch Manager
(920) 593-5010
[email protected]
Jennifer Elias
Member Solutions Specialist
(920) 593-2765
[email protected]

Completion of all 5 trials, plus the Q&A follow-up are required to receive the $100 incentive. Passing score of 80% on all quizzes required. All eligible recipients will receive the incentive, as a $100 deposit to their PCM Regular Savings Account, on or before August 31, 2021.This incentive may be considered taxable income, therefore you may receive an IRS 1099 form at the end of the 2021 year. 

If during this Financial Odyssey, you have any questions or concerns about the program or your PCMCU account, please do not hesitate to call PCM at 920.499.2831.

Direct Dial Phone Numbers

Reach the department you’re looking for with Direct Dial access.

Member Services – Green Bay (920) 593-2200
Member Services – Marinette (715) 732-4051
eServices (920) 593-2201
Debit Cards (920) 593-2202
Loan Officers – Green Bay (920) 593-2203
Loan Officers – Marinette (715) 732-4001
Credit Cards (920) 593-2204
Escrow (920) 593-2205
Loan Services (920) 593-2206
Mortgage Services (920) 593-2767
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