Orientation
Making sure your staff understands all of the services available to them and to your members is essential to ensuring your members use this new benefit of membership.
Download the Partnership Orientation (PDF) by clicking the button below and share it with your staff. This document outlines all of the BALANCE services as well as how to identify members who may benefit from the program and ways of making effective referrals.
The Staff Training PowerPoint presentation can be used in a staff meeting as a supplement to the Partnership Orientation handout.
Because your staff is juggling so many responsibilities and has so much to remember, we’ve developed this simple Referral Tool (PDF) to use as an aid in identifying members in need, and ensuring they receive a referral to BALANCE.
Test Drive BALANCE
 Encouraging your staff to contact BALANCE to try out our services for themselves will give them the confidence to make referrals. To follow are some sample questions your staff can ask when contacting our counselors. Or, they can ask any personal finance question they or one of your members might have. Call 888-456-2227.
- I’m having trouble paying my bills. What are my options?
- How can I design a budget?
- I just received a notice that my wages will be garnished. What can I do?
- How can I get a copy of my credit report?
- I want to buy a home in the next few years. How can I prepare for that?
- I am getting a divorce. Who is responsible for bills and how will this affect my credit?
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