We're Here for Your Financial Wellbeing.
At Co-op Credit Union, your financial wellbeing is our priority. We are committed to meeting our members where they are through all stages of life, recognizing that each person’s financial journey is unique. Our coaching is designed to be confidential, judgment-free, and tailored to your individual goals.
Certified Credit Union Financial Coaches on Staff
CCU has five Certified Credit Union Financial Coaches who completed coursework and training through the Credit Union National Association. They coach members on budgeting, the importance of saving and reduction of debt and the value of a healthy credit score. Financial coaching is an inherent and natural part of the work all CCU employees provide as they interact with members.
Meet Our Financial Coaches
Dustin Zillmer
Consumer Loan Officer
About Dustin
Jason Breining
Black River Falls Branch Manager
About Jason
Jillian Knutson
Member Account Representative
About Jillian
Jorge Cubas
Community Development Officer
Se Habla Español
About Jorge
Sharlene Becker
Member Account Representative
About Sharlene
What to Expect
Your journey begins with a comprehensive 90-minute initial appointment where you will sit down with your financial coach to review the course overview, expectations and your goals, followed by 60-minute one-on-one coaching sessions designed to support you and your progress at your own pace. We offer flexible scheduling options to fit your lifestyle. Whether you prefer to meet weekly, bi-weekly, monthly or just a few times a year, we’ll work together to find the rhythm that fits you best.
These sessions are a chance for you to explore your financial life, from setting future goals and building healthy budgeting habits to reducing debt or improving your credit score. Whatever your situation, we’re here to provide guidance, clarity and encouragement every step of the way. Schedule your first session today and start building financial confidence.
How to Prepare for your Visit
- Take the Finwellness Quiz - keep results to share with coach
- Fill out coaching worksheets
- Keep an open mind and be willing to share the tough topics
Recommended Resources
These are great resources to read prior to your coaching session. While not required, they may help you get the most out of our time together.
Consumer Credit Coaching Services
CCCS offers confidential financial assessments and education you need for a brighter financial future. Explore this service more.
For People - Not Profit.
We are here to serve our members, where they are, through all stages of life.
