Washington Federal Financial Literacy Programs

Save at School-This program for students is our biggest outreach currently. We partner alongside Faith Christian School and have worked in the past with Dallas Community School for this program. We visit the schools on a monthly basis to see the kids and collect deposits for their accounts, which we take back to the bank for them. We also have conducted small sessions for groups of kids at these levels to talk about saving and do fun activities about banking. We haven’t currently worked with any of the larger public elementary schools in Dallas, but would love the opportunity to work alongside classrooms and schools.

Seniors Financial Class-Currently we also host a monthly class with the Dallas Senior Center offering financial advice and information about scams to the local seniors. This has been a great opportunity for some of our older clients and Dallas residents to get a more personal look at some of their finances, keep them in the loop with some of the most pressing and popular scams that could be presented to them, and ask lots of questions about trusts; powers of attorneys; setting up accounts; and making sure they are financially set.

Financial Beginnings– We partner with a company called Financial Beginnings that works with local schools across Oregon to bring financial literacy to students of all ages. The Dallas branch are all certified volunteers and hosts through this program. Teachers can reach out and ask for specific classes, times, and curriculums and we fill the need or we can offer the courses to schools. The program covers lots of topics and is very flexible for the classes and what they need for their setting.

MoneySmart- MoneySmart is a program that our bank developed for different age levels. (elementary-adult) We have all the curriculum available in the branches and can customize it to certain groups or settings. I’ve used bits for some of our Save at School learning sessions and we’ve utilized some topics for our seniors, but we have yet to find a group we can actively use this with. This would be a great free financial program for a community class, schools, or groups. We haven’t currently been presented with a need for it, but should we get an interested party in presenting a financial class or group we would definitely be able to conduct something for our community.

FinStrong-This is a program still in the works that our bank is developing. One of our banks goals is not just offering typical banking services to our clients, but also recognizing that budgeting and banking can be tough and wanting to equip our clients with the right tools and expertise to thrive financially. Right now all employees are going through the program for a trial run to get a feel for the program and also make sure that we are equipped to guide our clients with the right resources they need.

Heartland Merchant Services/Payroll/POS Systems- Washington Federal partners with a company called Heartland to offer amazing value and prices with merchant services, payroll, HR services, and POS terminals for all business types. This is something that we are really passionate about trying to spread to our business community as we have been able to save many businesses money, bring more value, and get people out of long locked in contracts with their current providers. We have two local reps that work to have conversations with businesses at no obligation just to see if they could bring any extra value to a business. This would even be a great comparison tool for current businesses or people looking to start in the area. It is something we offer to everyone, not just clients of Washington Federal. I cannot rave enough about these services and how they’ve helped local businesses in Dallas. Businesses could just come into the branch of give us a call to have us personally get them in touch just to talk with someone to help understand their current situation and how they could possibly find better solutions through Heartland.

Notary Services- We offer FREE notary services to clients and non-clients. Jana Peckham is our branch notary and is happy to assist anyone with notarizing and witnessing documents, no appointment necessary.

Mortgage and Business Loans-Washington Federal offers mortgage loans, home equity lines of credit, construction and remodeling loans, refinancing, and lot loans for people. We also offer business lines of credit, commercial real estate loans, and term loans for expansions and improvements. Debbie our branch manager has been working with the company for over thirty years and is well skilled in finding the best loan options for anybody who walks in through the door.

https://www.washingtonfederal.com/locations/oregon/dallas