Students were assigned weekly online modules that would cover training on various topics pertaining to the financial industry. Topics would range anywhere from the Bank Secrecy Act (BSA) to how to provide excellent customer service. Each module was followed by an online exam that had to be passed with 80% accuracy.  

Monthly Meetings

On the first Wednesday of every month, Student Financial Service Representatives (SFSR), along with the credit union staff, had a special lunch meeting to discuss branch assignments and performance. Additional training was conducted by credit union management in the fields of compliance, marketing, lending, and accounting. 20160523_124734-1

Field Trips

Student Financial Service Representatives (SFSR) had the opportunity to visit Tulare County Federal Credit Union’s Corporate Offices a couple of times. The first time the students visited the corporate offices they met the entire management team, including CEO Phil Clarey. Students later were assigned to various departments as they job shadowed employees for the day. Students had the opportunity to ask the staff questions about the tasks they fulfilled on a daily basis and gained knowledge of the different occupations offered at the credit union.

On the second corporate office visit, each class period presented a PowerPoint to the entire management team on what they learned during the year. Each student expressed their own individual goals and learning objectives, then proceeded to elaborate on how they achieved them. Among the audience, CEO Phil Clarey was present and asked questions pertaining to how the students grew and learned from the credit union experience.


PAB Courses

Prior to applying for the Financial Service Representative position, students were required to have a basic knowledge of general business by completing Principles of Finance, Financial Services, and Financial Planning. These courses, that all PAB students must take, provide Sophomore and Junior students with knowledge in the following areas:

  • Credit vs. Debit
  • Credit Union vs. Commercial Banks
  • Savings and Checking
  • Loans
  • Budgets