Community Partners Program

Financial Wellness Benefits for Your Team

Personal
Business
Community Partners

What is Sunmark’s Community Partner Program?

Sunmark's Community Partners program connects local businesses with comprehensive employee financial wellness benefits. As a Community Partner, your employees gain access to convenient banking services, educational workshops, and personalized financial guidance—all designed to support their financial success and peace of mind. Financial wellness and education are part of Sunmark's mission to serve the community.

Program Benefits

On-site enrollment and banking services
Free financial wellness workshops
Personalized credit reviews and consultations
Dedicated support for your employees

What Makes Us Different

Not-for-profit credit union structure
Over 85 years of community service
250+ existing Community Partners
Comprehensive financial education focus

Employee Workshop Options

Our team will share their knowledge with your employees in these 30-60 minute workshops that will help them manage their finances and make informed decisions.

Managing Your Money

Learn spending tips and tricks, plus budgeting skills and methods to pay down debt effectively.

Budgeting strategies
Debt reduction methods
Spending optimization
Savings techniques

Knowing Your Credit 101

Learn how to obtain your credit report, what really matters on it, and how to improve your score.

Credit report basics
Score improvement tips
Monitoring strategies
Dispute processes

First Time Home Buyers

Learn about the process and how to avoid common mistakes as you achieve your dream of owning a home.

Mortgage pre-approval
Home buying process
Common pitfalls
Down payment strategies

Car Buying Made Easy

Gain insight from our experts on how to make the car buying process easier and more affordable.

Financing options
Negotiation tips
Insurance guidance
Trade-in strategies

The Road to Retirement

This presentation outlines a five-step process clients can use to lead them toward a successful plan.

Retirement planning basics
Investment strategies
401(k) optimization
Social Security guidance

Community Partners FAQs

Get answers to common questions about our Community Partners program and how it can benefit your business and employees.

Our program includes on-site enrollment days, financial wellness workshops, credit reviews, staff event support, and customized educational materials for your employees.

We offer flexible scheduling based on your needs, from quarterly visits to annual enrollment periods. We work with your schedule to maximize employee participation.

The Community Partners program itself has no enrollment fees for businesses. However, individual banking services and products offered to employees follow standard Sunmark rates and terms.

Businesses of various sizes can participate in our Community Partners program. Currently, Sunmark works with over 250 Community Business Partners throughout our service area.

Employees gain access to convenient banking services, free financial education, credit reviews, and personalized financial wellness consultations right at their workplace.

Absolutely! We create customized workshops tailored to your industry, employee demographics, and specific financial wellness goals.

Meet Your Community Partners Team

Our dedicated Community Partners specialists are here to support your business and employees.

Matthew Goodman

Community Development Consultant

NMLS #1216233

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Mary Gibbons

Community Development Consultant

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Cheryl Trefzger

Community Development Consultant

NMLS #1264782

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Max Schlubach

Community Development Consultant

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Get Started with Community Partners

Ready to bring financial wellness benefits to your employees? Fill out this form and a Community Partners specialist will contact you to discuss how we can support your team.