Who Are We?
The CU Excel Center® serves as a destination point and a trusted source for free consumer information, financial education and empowerment for the region. It offers a platform to promote and encourage self-sufficiency and financial dignity through the power of education.
Through the Center, dedicated subject matter experts provide free classes and resources in the areas of: consumer financial and life skills education, health and wellness, continuing education, professional development and business services. This outreach initiative is the first of its kind in our community.
The CU Excel Center was created based on a vision by the St. Louis Community Foundation, and sponsored by St. Louis Community Credit Union and Carrollton Bank. With the generous support of our donors, we are able to expand our reach by providing added value to consumers.
The CU Excel Center is located at 95 North Oaks Plaza, St. Louis, MO 63121, nestled in the northeast corner of the North Oaks Shopping Plaza (intersection of Natural Bridge and Lucas and Hunt).
- Monday (by appointment only)
- Tuesday: 9 a.m. - 5 p.m.
- Wednesday: CLOSED
- Thursday: 9:00 a.m. – 5 p.m.
- Friday (by appointment only)
Monthly Events Calendar
Presented by: Cheryl Walker, Community Development Loan Officer at Stifel Bank & Trust
Monday, April 7, 2014
- Learning the basics of checking & savings accounts
- Exploring the pros and cons of different accounts
- Defining commonly used financial terminology
- Knowing the dangers of sharing your account information
- Finding out ways to avoid fees
Presented by: Ashley O'Neal, Branch Manager at PNC Bank
Tuesday, April 8, 2014
- What is identity theft?
- How identity theft occurs
- Exploring the ways to minimize the risk ad recognizing the warning signs
- Discovering how to reclaim your identity if you become a victim
Presented by: Terrence Rogers, VP of Mortgage Lending at Carrollton Bank
Wednesday, April 9, 2014
- Defining FHA: what are the features and benefits?
- What's the difference: Refinancing vs. Conventional
- Learning about the various Down Payment Assistance programs that are available for you
- Exploring the Mortgage Process from application to approval
Presented by: Jaison McCall, Financial Literacy Specialist at St. Louis Community Credit Union
Thursday, April 10, 2014
- The basics of credit and building a family budget that works for you
- Keeping it real: open channels of financial communication
- Becoming more financial savvy
- Discovering how you and your family can prepare financially for life-changing events
Presented by: Suzanne Hough, Community Development Officer at Carrollton Bank
Friday, April 11, 2014
- Learning about the different types of financial exploitation
- Tips for recognizing scams
- Advice on how to avoid ID and medical theft
- Discussing how you and your family can prepare for health emergencies
These course offerings are designed to help build the foundation of financial success for individuals and families. Sessions are based on demand. Course topics can be broken into two sessions.
We are here to serve you! In addition to the classes we offer each month, we also have free services that are provided outside of the classroom.
One-on-One Financial Coaching
CU Excel Center EverFi Financial Literacy Program
This program offers an interactive and fun way to learn more about personal finances. Sign up and learn more about credit scores and reports, savings and investments, mortgages, credit cards and much more! You’ll learn how to successfully manage your finances and plan for your future at your own pace and even in the comfort of your home! This program breaks down difficult-to-understand information in a simple way and then offers short knowledge checks to apply what you’ve learned to real situations. Sign up today at www.cuexcel-everfi.com to prepare yourself for your financial future!
We Want to Hear From You!
“My experience at the CU Excel Center workshop was great. It made me realize the seriousness of my financial situation and pushed me to focus on resolving the problems. I would definitely apply this to my everyday life.”
“During my initial financial counseling meetings with Jaison [Financial Literacy and Community Outreach Specialist], I displayed rebellion and stubbornness. However, when I actually implemented his coaching and advice, I saw amazing results. Now, I encourage my friends, family and co-workers to meet with Jaison, regardless of their financial situation. I’ve gained a great deal of “money smarts” from the sessions. My financial path looks bright and I’m well on my way to achieving financial stability.
- Angela H., One-on-one Coaching Participant
“It has been a privilege to be involved with the CU Excel Center over the past year. As a presenter, I was able to deliver valuable information to the community at no cost. It was important to me, and of course to the employees of St. Louis Community Credit Union, that I deliver relevant and unbiased information in regards to the car-buying process. Not only was the content of this presentation very important, but community members in attendance were able to ask questions and were given contact information for any future questions that may arise. This service is invaluable in today’s society, as we rarely get anything for free.
In addition, the CU Excel center provides a comfortable classroom environment for anyone in the community. The employees that work at the CU Excel Center are truly vested in making the community better through education and awareness and are always a pleasure to work with.”
- Christin K., Business Development Manager, Enterprise Car Sales
“My experience as a presenter at the CU Excel Center, on behalf of Carrollton Bank, has been nothing short of outstanding! I thoroughly enjoy providing information to individuals who seek out the ‘American Dream’ of owning their own business by offering the basic starting blocks to realizing this dream. The CU Excel Center is the gateway venue to allowing this information to be delivered to these individuals, and without it, this information might not be available to them, which in turn, would prevent them from ever realizing their ‘American Dream.’”
- Tim J., VP Commercial Loan Officer, Carrollton Bank
Certain project costs have been underwritten by the Missouri Department of Economic Development, Neighborhood Assistance Program.