Exclusive Partner Offer
Workplace Benefits Banking1
A program designed to provide exclusive discounts and services to the employees of our most trusted partners.
WorkPlace Benefits Banking offers a full suite of financial tools to help employees reach their financial goals.
Wheelhouse Credit Union has been serving the San Diego Community since 1934 by providing access to money management tools, personalized service, and some of the best rates available. Empower your employees by offering this valuable financial benefit.
Banking Incentives
Employees can earn cash incentives and receive access2 to exclusive discounts and perks.
Financial Wellness
Employees will enjoy access to confidential financial counseling, workshops and seminars, and investment services.
Dedicated Representative
A dedicated Account Executive will prioritize your company to coordinate on-site resources, financial wellness and more.
Our Workplace Benefits Banking Team is ready to help you get started today.
We have a dedicated team of professionals ready to assist you in identifying how WorkPlace Benefits Banking will benefit your company and employees. Click the Learn More button to request more information and a representative will contact you.
The Wheelhouse Difference
Wheelhouse Credit Union has been serving San Diegans since 1934 providing value, convenience and highly personalized service to Members living and working in our community. With a bold commitment to sustainability and dedication to causes that improve the life of all San Diegans, our team is committed to leaving San Diego better than we found it.
Employee Advantages
Employees in the program enjoy better rates and lower fees compared to other banking options for checking accounts, auto loans, and credit cards, along with personalized products and services.
Certificates
Our certificates are the perfect way to encourage savings while earning a higher rate than a Regular Savings Account. Whether 3-month or 5-year certificate, or something in between, you’re employees will enjoy an impressive return on their investment.
HELOCs
A Home Equity Line of Credit (HELOC) allows employees to use the equity in their home to pay for home renovations, kitchen remodels and other large purchases. Help unlock their dream home with a Wheelhouse HELOC.
Financial Education
Offer on-site or virtual workshops on a variety of topics hosted by a dedicated representative. Additionally, access a huge library of free learning tools covering topics ranging from budgeting, savings, debt management and more.
How does your Bank Compare?
It’s time to unlock the full potential of your money, compare the cost of banking somewhere else.
Rates effective as of 09/09/2024 and are subject to change without notice. Sources include Bank of America, Citibank, Chase and Wells Fargo.
Digital Banking Technology
We want to make banking as simple and convenient as possible. That’s why we continually innovate to provide digital tools to help you manage your finances during your busy life.
-
Mobile Deposit
Deposit checks in just a few taps using your smartphone.
-
Quick Login and TouchID
Conveniently access your accounts on-the-go using our mobile app.
-
Send and Receive Money with Zelle®
A fast, safe and free way to send money to friends, family and other people you trust, regardless of where they bank.
-
Digital Wallet
Enjoy the convenience of having your cards digitally stored on your mobile device. Simply add your Wheelhouse Visa® Credit Card and Debit Card to any digital wallet app for easy access.
Wills & Trusts Planning
Members are eligible for discounted Will and Trust planning.
Discounted Movie Tickets
Members receive access to discounted Regal movie tickets. Tickets available in Wheelhouse branches, while supplies last.
Credit Union Travel
Members get free access to unbeatable rates at 1.2 million hotels worldwide, enjoy flexible bookings, and earn rewards when using your Wheelhouse Visa® Debit Credit Card to book.
Wheelhouse is Committed To Giving Back
Our team is actively involved in the community throughout the year, and we’re proud to support a wide variety of organizations and efforts that have a positive impact on our beautiful City.
Disclosures
*APY = Annual Percentage Yield
Participating Partners
1WorkPlace Benefits Banking (WBB) is available to employees of Wheelhouse® Credit Union’s partner employers (Participating Partners). For eligibility information or if you are interested in becoming a partner employer, please visit https://wheelhousecreditunion.formstack.com/forms/workplace_banking.
2Banking Incentives (Bonus Offers) are valid only for current employees of Wheelhouse Participating Partners; current paystub is required to be eligible to apply. Other restrictions may apply.
Checking Bonus Offer is not available to existing Wheelhouse checking members. Auto Loan (purchase or refinance) and Credit Card Bonus Offer are not available to existing Wheelhouse members who have current auto loans or credit cards (Collectively, Offers).
Bonus Offers are not available to those whose accounts have been closed within 90 days or closed with a negative balance within the last 3 years. You can receive only one new checking account opening related bonus every two years from the last coupon enrollment date and only one bonus per account. Coupon is good for one-time use.
3Inspired Checking
To receive the APY of 3.00%, you must make a minimum of 20 qualifying purchase transactions using your Wheelhouse® Visa® debit card associated with an Inspired Checking account per calendar month and/or maintain an average daily balance of $75,000 or higher. No minimum balance is required to earn dividends. Inspired Checking is a variable rate account. The APY may change after account opening. Fees could reduce earnings on the account.
Inspired Checking requires the following within 90 days of account opening: initial minimum deposit of $10, at least $450 in recurring monthly direct deposits, active digital banking registration, and enrollment in eStatements. If requirements are not met and maintained, the account will be converted to a Basic Checking account, which may be subject to different terms, conditions, and restrictions. Membership required.
Wheelhouse Online Bill Pay: You must enroll in Wheelhouse online banking and activate Online Bill Pay. Certain restrictions may apply.
Wheelhouse Mobile App is available for select mobile devices. Enroll in Wheelhouse Online Banking or on the Wheelhouse Mobile app. Deposits made through the Wheelhouse Mobile app are subject to deposit limits and funds are typically available by next business day. Deposit limits may change at any time. Other restrictions apply. See Account Agreement for eligible mobile devices, limitations, terms, conditions, and details. Message and data rates may apply.
Zelle® requires a U.S. checking account. Transactions between enrolled users typically occur in minutes and generally do not incur transaction fees. Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license.
Contact a Team Member for further information. Other terms and conditions may apply.
©2025 Wheelhouse Credit Union | Federally insured by NCUA
4Auto Loans
All loans subject to credit and collateral approval. Contact a Team Member for further information. Membership required.
With our payment deferral option, you can postpone payments for up to 90 days, based on creditworthiness. Interest will continue to accrue during this period.
5Credit Card Terms & Conditions
Visa is a registered trademark. ©2025 Visa. All Rights Reserved.
APR = Annual Percentage Rate. Certain restrictions and fee(s) may apply. All loans are subject to credit approval. The APR will vary with the market based on the Prime Rate. Additionally, fees may reduce earnings on the account. See Terms & Conditions for details. Membership and credit are subject to approval. A one-time $1 membership fee and savings account are required. Restrictions may apply. Available for new accounts only. This offer may be used once only by the name herein and is not transferable.