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Union Bank

Grow your future.

With Union Banks' NEW Financial Wellness Program.

Financial Wellness Program

Financial Wellness Program

You’re planning for your future but you’re also working through the challenges of every day. We have the financial education to meet you where you are and get you where you want to be.  At Union Bank we believe financial education is important for all ages and education levels. That is why we've partnered with Banzai to bring free interactive financial education for all ages, using real-life scenarios to our customers, community partners and local schools. 
Grow your financial future by using our library of articles, calculators, virtual coaches, and courses for kids, teens, and adults.


All courses are available in both English and Spanish.  
Banzai Junior (Ages 8 - 12)
Banzai Junior provides real-life scenarios that show users how to make wise decisions when faced with financial dilemmas. Designed for kids aged 8 to 12, Banzai Junior uses the storyline of a summer lemonade stand and the goal of a new bike—or hoverboard for the financially daring—to teach concepts like interest and fees, envelope budgeting, and discretionary income. This course also weaves in activities like quizzes and counting currency. 
Banzai Teen (Ages 13 - 18)
Banzai Teen covers important financial topics like credit cards, auto loans, envelope budgeting, checking accounts and more. Plus, it's fun and silly, engaging users with a rich storyline and entertaining scenarios.
Banzai Plus (Ages 16+)
Banzai Plus covers a wide variety of financial concepts including identity theft, down payments and tax returns using relatable circumstances and scenarios. 


Check out our library of quick-read articles, arming you with information and tips on a range of financial topics.

Get help running the numbers. We have a range of calculators to help you zero in on where you want to be.
Guided virtual coaching to help walk you through budgeting, life changes, retirement and more.


To access the Financial Wellness Center, simply log into your Digital Banking Suite and click on the Financial Wellness Center card on your dashboard.   


Need a speaker for your class, after-school program or community group?

We have a team of bankers who can cover a variety of real-world scenarios on a range of topics from saving, budgeting, loans, understanding and building credit, first time home buying, values-based banking and more!

Fill out the contact form on this page to get started.  


UB Budget Buddy

Introducing UB Budget Buddy—a more intuitive digital banking tool. It’s easier than ever to get insights into your finances with UB Budget Buddy. You can build personal budgets, manage your cash flow and set goals for the future—all in one intuitive interface. It’s one more way Union Bank helps you achieve your financial goals.

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