Your Financial Wellness

Your financial wellness is just as important as your physical health. Making sure you’re on top of your finances can save you a lot of trouble in the future. With Spring cleaning just around the corner, there is no better time than now to take a look at ways we can save you time, money and avoid possible issues from not being as financially fit as you can be.

Book an Appointment

With our newest way to ensure your needs are met, you can book an appointment with your favorite employee, location, or day with ease. Availability to our staff is in real time and linked directly to their email and calendar. Take the guesswork out of your visit and book an appointment today, we would love to CU.



Time for a Check-up

When was the last time you checked out your credit report? What steps or strategies have you put into action to improve your score? Improving your credit score is the #1 way to save you money and we’re here to help. With Savvy Money you can view, monitor, and assess your credit score health and areas of need. Does it all seem to be too overwhelming to navigate? Let us help. Book an appointment today to set up your road map to a healthy credit score.

Find out more about Savvy Money


The Dr. will CU Live, now

The latest way to see your Dr. is from the comfort of your home through video chat. With CU Live you can now video chat with your bank (that’s us) too. Handle all your banking needs face to face with your SBCU employee from the palm of your hand or from your video-enabled computer, minus the cash of course. Download the CU Live app today and say hi 🙂

Access to 24/7 care (*cash)

Speaking of cash, have you used one of our three newly upgraded ATM’s? Each one of our locations is equipt with a 24/7 secure access, ATM vestibule. During business hours you have the option to have a live SBCU employee transact for you through the ATM. With added benefits of immediate check deposits, and multiple cash denomination possibilities you can now transact through the ATM just like you would with a live Member Service Representative.

CO-OP Home

Can’t make it into one of our branches? No problem, find 30,000 fee-free ATM’s in our  Co-op network of ATM’s here. Conveniently located ATM’s nationwide, as well as 7-11, Walgreens, and Costco -all free of charge.

Refer a friend

You don’t need a Dr’s referral to tell your friends and family about great care. Do you know someone who still banks with the big banks? Refer them to South Bay Credit Union and receive a $25 referral bonus*.

With all the benefits that a credit union membership account has to offer why would you not share the good news with others… and get paid to do so. It’s a win/win. Restrictions do apply but as long as they qualify for membership, you should be good to go.

Are you ready to refer? CLICK HERE

*Restrictions apply- Friends or family member referred by the current Member must qualify for membership. $25 will be deposited into referring Members account within 30 days of referred friend or family establishing a membership at South Bay Credit Union with completed referral form submitted.