July 2024
Clearview Partner Program Newsletter
Let's build a better financial future together!
Hi there! This is your partner newsletter that we like to send as a reminder of all the benefits your organization has access to as a Clearview partner. Please forward to everyone in your organization so they don't miss out!
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Meeting our neighbors where they are is at the heart of what we do
We're more than just a credit union; we're a community builder. Through Clearview Cares®, we partner with local nonprofits and organizations that share our commitment to create an inclusive and thriving community where financial growth and prosperity are accessible to everyone.
Check out our Community Impact video to learn more about our 2023 year of giving!
Lisa Florian shares her journey on The CUInsight Experience podcast
Clearview President & CEO, Lisa Florian, was featured on The CUInsight Experience podcast. In her interview, Lisa discussed meeting members where they are and expanding financial services based on their interests. She emphasized the importance of communication and collaboration in fostering a positive team culture. Additionally, Lisa reflected on the significant impact mentors have had on her career and offered advice for those aspiring to leadership roles.
- What is refinancing all about anyway? In this blog article, we’ll discover what it means to refinance a loan and much more.
- Are you a recent college grad? Ready to manage your money on your own? We have your back with tips for managing finances after college.
- Clearview's Director of Community Engagement, Amber Deemer, discusses the power of giving back to our communities in need.
Check out our latest Money Monday segment!
What does financial independence mean to you? In this month’s Money Monday segment, Melissa Kunkle, Manager – Relationship Development, spent some time reflecting on financial independence, what it means, and how it can look different to everyone.
Remember, you can hang out with Clearview and the PTL crew on KDKA at 9 a.m. and on KDKA+ at 1 p.m. the first Monday of every month!
Watch the segmentGet rewarded for learning with Zogo
This gamified financial literacy app is a fun and engaging way to learn about finances for adults and kids alike. Get rewarded for completing bite-sized financial literacy lessons on intelligently saving, spending, and managing your money.
Simply download the Zogo app today and use the code CLEARVIEW to get started. Happy learning!
What being part of the Clearview Partner Program means for you.
When you open an account with Clearview, that makes you a member, giving you access to these Clearview Partner Program benefits:
- Access to onsite or virtual instructor-led training for a group or one-on-one instruction
- Experience our premium Absolute Checking® account with no fees for a year, a $60 value1
- Earn 0.33% more when you open a new certificate2
- 0.25% discount when a loan is automatically paid from a Clearview checking account3
- We automatically add $10 to your savings account
When you apply online, be sure to select your organization's name to qualify for these Clearview Partner Program benefits.
Earn up to $500!
Earn up to $500 when you open a checking account with us now and join the Clearview family! Use promo code switch.
Continue the switch and easily move direct deposits and automatic payments to your Clearview account with ClickSWITCH.
Another successful month engaging with our communities
With a total of 250 volunteer hours for the month of June, we proudly participated in the Pittsburgh PRIDE parade, hosted Financial Reality Fairs at Hampton Township School District and Steel City Impact, and volunteered for the Chasing M's Foundation Charity Weekend, where Clearview was a sponsor. Additionally, we celebrated Juneteenth at the Sewickley Community Center, hosted a Vitalant Mobile Blood Drive at the Moon Financial Center, and volunteered at The Pittsburgh Project and the PA Hero Walk. We're so proud to support and make a positive impact in our communities!
The Cybersecurity and Infrastructure Security Agency (CISA) has recently launched We Can Secure Our World, the second PSA for their cybersecurity public awareness program. This program is designed to educate and empower individuals to take proactive steps in safeguarding their digital lives.
Below is one of the simple ways you can stay safe in a digital world and protect your sensitive personal information while online.
Recognize and report phishing
Phishing attempts occur when criminals try to get you to open a message, link, or attachment with malicious intent. These communications may ask for sensitive personal information and may also contain harmful malware that can infect your device. Phishing messages can range from email, text message, direct social media messages, or phone calls. It's important to recognize the common signs of phishing, including:
- Language that evokes urgency and emotion, especially messages claiming to have dire consequences for not responding immediately
- Requests for sensitive personal and financial information
- Suspicious shortened URLs
- Incorrect email addresses or links
- Poor grammar or misspellings
If you suspect you're a target of a phishing attempt, do not click on any links, attachments, or provide any personal information. Instead, mark it as spam and delete it.
For more information and tips to keep you safe, visit our Security Center.
2. 100% new money for new members, existing Clearview members need 50% new money to get rate increase. Cannot be combined with any other offer or promotional rate.
3. Excludes Indirect Auto Loans. Cannot be combined with any other loan offer.
Looking for previous editions? View the CPP Newsletter Archive.