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    Advancial @Work in the Carolinas

    Your newest credit union benefit

    Whether you were born and raised in the Carolinas, moved from another state, or are an expatriate, we're here to help. 

    We'll support your business, association, non-profit or educational institution with our rich suite of products and benefits designed to save you money and provide a better overall banking experience. We may be new to the community, but we've been helping our members across the country save money since 1937, and we want to do the same for you!

    COMPLETE OUR SURVEY AND RECEIVE $25!1

    As your new local credit union, we want to get to know you better. Once you complete our survey, you'll receive $251 as well as early access to news, content, webinars and upcoming events!
    Take Our Survey

    Let's Connect

    Fill out this short form to receive more information about partnering with or adding Advancial to your benefits offering.
    Advancial @Work

    Our Advancial @Work program is packed with rich, no-cost benefits for your organization.

    Learn More About Advancial @Work

    Frequently Asked Questions
    To become a Select Employer Group or Select Association Group and offer Advancial membership as a company benefit, simply submit a form letter on your company’s letterhead. A sample can be found in our recruitment booklet. If you do not have a recruitment booklet, please fill out the contact form above, and we’ll reach out to provide a sample form letter. If your company has more than 3,000 employees, please contact our Business Relations department at 800.322.2709 for additional requirements and guidance.
    There is no contract to sign – simply a letter stating the company’s desire to offer access
    to credit union membership through Advancial.
    There is no minimum number of employees required. Our Select Employer Groups range in size from very large to very small. The only requirement is that your company be located within close proximity to an Advancial service center.
    A Select Employer Group or Select Association Group is a group that has chosen to provide the benefit of Advancial membership to its employees or members.
    We ask that you assist us in communicating information about Advancial to your employees, members or residents. We’ll provide customized marketing materials and host onsite benefit enrollment sessions as well as free financial-topic workshops that can be scheduled at your company’s convenience. You may consider appointing a company representative to act as a liaison between Advancial and your employees, members or residents.

    1 No purchase necessary. One (1) $25 VISA gift card is provided to the person who completed the survey. One (1) survey per person. Gift card will be emailed to the email address provided on the survey within five (5) business days of the completed survey. The surveyed has 30 (thirty) days to complete the survey from the time he/she begins filling out the survey. All mandatory fields in the survey must be complete at the time of submission. If fields are not complete, the survey is considered “incomplete” and the surveyed will not receive the $25 Visa gift card incentive. Advancial has the right to stop this survey at any time.
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