These members can enjoy their retirement with peace of mind, thanks to Vanessa!

This member came into my office to request a balance transfer and when she handed me the balance transfer form, I noticed her limit wouldn’t cover the amount she needed to transfer. I said, “No biggie, let’s run a quick limit increase request.” So we started the application and while I was entering the details for the limit increase, I reviewed some notes from when she applied for an equity loan back in early 2016, but wasn’t able to get approved. At that time her husband had recently retired, and their income situation had changed. During that same time, I recalled they had a large outstanding loan at a pretty high rate so I asked if that ever got worked out. I could immediately tell I hit on a sensitive subject when she said, “No, we’re still paying them; and I’m retiring soon. I AM STRESSED OUT.”

Falana WOW'ed this member, and HE wrote the story...

The transition from Woodstone Credit Union to Qualstar, like any merger, can be fraught with alignment issues.

Systems, processes, cultures, people, etc…I’ve experienced some of these issues from a customer perspective coming from Woodstone as well.

However, I had a very pleasant customer experience on 8/3/2018 with Falana Clark, the Branch Manager in Kent.

She helped with a deposit, then listened to my concerns such as is there a member CU closer to my home they take deposits, does Qualstar have a Certified Financial Planner or equivalent for financial services? Falana handled each of these requests delightfully, with a desire to help.

She even helped me with testing the Kent ATM with my account number to ensure deposit capabilities. In addition, she personally contacted Qualstar’s Investment Advisor at the Federal Way branch to determine his financial accreditation’s and experience while I was at the branch. She is now the primary reason I plan on staying with Qualstar.

Please pass along my compliments to her. She did a wonderful job and is a credit to your organization.

    You're a part of the QCU Community!

    Hearthands

    As an organization that serves members from many communities, we have made a commitment to support events and efforts that directly impact our membership. Most notably, our partnership with local Boys & Girls Clubs which includes fundraising and volunteering throughout the year.

    For a list of other events we are sponsoring, please visit our QCU Community page.

    Make sure your financial situation has BALANCE...

    Balancelogo

    From savings goals and debt repayment to identity theft and disaster recovery, our financial fitness partner BALANCE offers several resources and options for keeping your money in check. And, since you’re a member of Qualstar their services are provided at NO CHARGE.

    Check out our Financial Education page for all the details and how to contact BALANCE.