school employees
family Members
youth family Members
from higher dividend rates on savings.1
from lower interest rates on loans.1
from fewer/lower fees.1
Self-Service PIN management launched and Members changed their own PIN over 37,000 times.
ACH direct to loan payments were made available for the first time.
Member feedback was used to refresh Mobile Banking with new features and design.
We launched FHA home loans to help make homeownership more accessible to Members.
We opened 2 new branches in Orange and Riverside counties.
Members who visited our 70 branches throughout California.
Members who called our Member contact centers.
Members who used our ATMs or the 28,000 CO-OP network ATMs.
Members who used Online Banking.
Members who used Mobile Banking.
Members who used chat from our website.
Together, Members used 5.9 million products and services, an increase of 382,000 in 2022.
We helped Members with over $8 billion in loans, including:2
Members who purchased a car.2
Members who bought a home.2
Members who opened HELOCs.2
Members who opened personal loans.2
Amount of combined earned dividends 126,433 Members received with certificates.
Amount of combined earned dividends 42,002 Members received with a College Saver Share Certificate.
In total brokerage assets under advisement by SchoolsFirst Investment Services.3
Number of Members assisted by SchoolsFirst Investment Services.3
Number of appointments Members scheduled with SchoolsFirst Investment Services to talk about their financial journey.3
Number of workshops we hosted to guide Members on homebuying, retirement and trust accounts.
school employee Members participated in Summer Saver and 6,434 participated in Paycheck Planner to cover the summer months when they don’t receive a paycheck.
Members participated in the Summers Off program to ease the stress of making payments in the summer months.4
classified school employee Members received Uniform Loans to help purchase uniforms, equipment and other special gear to successfully do their jobs.
Members received Classroom Supply Loans to help provide students with educational material they wouldn’t otherwise have.
School Employee Mortgages, featuring a low down payment and no private mortgage insurance, were opened to make homeownership a reality for Members.
competitive-rate School Employee credit cards were opened.
Forbes’ Best-In-State Banks and Credit Unions 2022: America's Best Credit Unions in Each State
Humanizing the bank customer experience: Who does it best? Top 50
CNET: The Best Credit Unions of 2022
Best of the Southland
Best of IE - Best Credit Union: North: Corona, Loma Linda, Moreno Valley, Redlands and Riverside
Best of IE - Best Credit Union: South: Beaumont, Canyon Lake, Hemet, Menifee, Murrieta, Perris and Temecula
Best of OC: Best Credit Union
Readers' Choice Awards Best of 2022 -
El Dorado County Foothills
Readers' Choice Awards Best of 2022 - Roseville Granite Bay Rocklin
Best of Pasadena - Best Credit Union
1. 2022 Credit Union National Association (CUNA) Membership Benefits Report for SchoolsFirst FCU. Source: Datatrac, NCUA and CUNA.
2. All loans subject to approval.
3. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a client of LPL for advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
4. Restrictions apply. Finance charges begin to accrue immediately upon the first skipped payment and are repaid over the life of the loan. As a result, Members may pay higher total finance charges on the loan than if payments began earlier.