NORTH CHARLESTON, S.C.–Heritage Trust recently hired an intern from its student-run branch, teamed up on a community educational workshop, and sponsored a base picnic.
Kelsey Layton, a 2017 Summerville High School graduate who has worked in the credit union’s student run branch program since August 2015, has been hired full-time by the credit union. Kelsey is one of eight original students who began working in its student-run branch as one of our flagship initiatives. She will soon be working as a Member Service Representative at Heritage Trust as she continues her college education. Kelsey proved to be a leader in the student branch while performing various duties including opening new memberships, teller transactions, vault teller balancing and audits. The work ethic and skills that Kelsey obtained made her a viable candidate to recruit as a new employee for Heritage Trust, the credit union said.
Heritage Trust began its student run branch program in January 2015. Since then they have hired and trained over 120 students in Dorchester, Berkeley and Charleston Counties. They continue to work with all area school districts to teach the importance of financial literacy while contributing to the local workforce by providing students that are “work ready” once graduating from high school.
At right, Heritage Trust President/CEO Jim McDaniel, Executive Vice-President Steve Wichmann with student Kelsey Layton
Separately, Heritage Trust Federal Credit Union and the Medical University of South Carolina recently teamed up to offer their second community educational workshop on the financial and health care sides of End of Life Planning.
This community initiative is designed to bring awareness to resources made available through Heritage Trust and the MUSC Palliative Care program that exist to assist individuals through the planning process. At the event,Heritage Trust’s Wealth Management group covered all of the financial areas needed to pre- plan, including, Power of Attorney, beneficiaries and the types of insurance and coverages individuals may need or want to leverage like long-term care, Medicare/Medicaid benefits, annuities, disability insurance and others. Kirk Matenaer of Franklin and Associates answered detailed questions about Medicare coverage and Long-Term Care, Sabrina Call, representing the Law Firm of Cynthia O’Dell provided information on Power of Attorney and Estate Planning. Travis Hillis, with The Family Security Plan, discussed various supplemental insurance options and ways to help ease the financial burden for families during a very stressful time by providing needed medical coverage.
Finally, Heritage Trust continued to support the employees and families of Joint Base Charleston each year by participating in the base picnic. This annual two-day appreciation event is a time for the base community to enjoy family events, entertainment and the comradery of active duty, reservists, retirees and DOD families. Employees from the base branch at Heritage Trust enjoy sponsoring this event each year to show our continued support of our military and their families at the Air Base in North Charleston and the Weapons Station in Goose Creek, South Carolina.
"The value of our partnership with Heritage Trust Federal Credit Union is immeasurable. The HTFCU team openly embraces the philosophy of supporting our military community. Their support, from personal finance to sponsoring quality of life program and events, enhances the wellbeing of our whole community,” Heritage Trust said.