Key Takeaways
- Get $250: Open checking with promo code EMPLOYEE
- Register for a free financial consultation
- Test out the free budget calculator
- Download Zogo (use code CU25)
Promotions for you
As a CU Boulder faculty or staff member, you'll receive $50 when you open an account.
CHECKING
Open a checking account and earn $250
Use promo code "EMPLOYEE" when you open your Elevations checking account and complete these steps within 90 days:
- Enroll in online banking
- Set up direct deposit to your new Elevations checking account with at least $500 per month for two months
Don’t forget to mention where you work when opening your account.
YOUTH SAVINGS
Kick-start youth savings with $50
Give your child a $50 head start with an Elevations First Tracks™ Youth Banking account.
Mortgage
Your mortgage journey starts here
Share a few details about your loan needs, and together, we’ll craft a personalized mortgage map — your guide to the right loan, the right payment, and the right path forward.
Financial Literacy Tools
Budget Calculator
Figure out how much you can put away in savings based on your monthly income and spending.
Free financial webinars
Whether you’re planning for a big milestone or simply looking for guidance, we’re here to support your financial well‑being every step of the way.
Protecting Your Identity Webinar
Presented by Elevations Credit Union with WorkWell
Date: June 3, 2026
Time: 12:00 PM - 1:00 PM
Presented by Colin Hayes, [email protected]
First-Time Homebuyer Toolkit
Presented by Elevations Credit Union with WorkWell
Date: July 1, 2026
Time: 12:00 PM - 1:00 PM
Presenter: Aaron Staufer, [email protected], (720) 652-7108
Family Financial Planning
Presented by Elevations Credit Union with WorkWell
Date: August 5, 2026
Time: 12:00 PM - 1:00 PM
Free financial advice that fits your life
During your free finance consultation with an Elevations Credit Union expert, you can discover real, actionable steps based on where you're at and what you want to achieve.
Bring free Financial Literacy workshops or resources to your departments
Jade Ng
Dedicated partner to CU Boulder
(303) 443-4672
Jade is a finance professional with nearly a decade of experience, bringing a genuine, people‑first approach to her work. She leads with authenticity and care, building trust through every interaction
Commonly asked questions
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You will never be pressured into a loan or product during a consultation. A personal financial consultation is designed to help you improve your overall financial wellness. If a loan or specific financial product makes sense for your situation, we’ll share information so you can make an informed decision.
Elevations Credit Union is a not-for-profit, member-owned financial institution. That means it’s in our best interest to look out for your best interest.
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No, you do not need to bank with Elevations to receive a free personal financial consultation. However, consultations can be more specific and actionable for members.
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You can schedule your personal financial consultation as an in-person, online video session or a phone meeting.
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Personal financial consultations are designed for everyone—whether you're just getting started or have been managing your money for decades. A financial solutions guide will focus on what’s most important to you.
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Our guides take a judgment-free approach to the discussion. Their goal is to find opportunities to help you feel more confident about how you're managing your money.
Membership eligibility and one-time $5 membership fee required at account opening
*Annual percentage rate
^Annual percentage yield
**All credit union loan programs, rates, terms and conditions are subject to change at any time without notice. Rate shown as low as for qualified borrowers. Rate may change dependent on credit qualifications and underwriting factors. Please speak with an Elevations representative for more information. Offers of credit are subject to membership requirements and credit approval.