Bringing Our Best to You


Offering Allegacy membership as part of your employee benefits package helps demonstrate how you are invested in the financial wellbeing of your workforce.

Allegacy's SmartRate Checking Account just got a boost!

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Employees can earn even more with 3.00% APY* and up to $25 in ATM fee refunds when requirements are met.

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Join us for an upcoming, virtual workshop to learn and practice new skills.

Check back soon for more upcoming events.

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Employer Benefits

As an exclusive partner with Allegacy, we offer key no-cost features to benefit your organization. Your dedicated Business Development partner will work with you to understand your specific business needs to tailor a plan to best help you and your employees be their best. And, we will do the work and make it easy for you!

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Financial Wellness Workshops

We are focused on promoting financial health for our membership, staff and community.  Help your employees prepare for their future with short and engaging learning modules, virtual and onsite workshops or one-on-one budget coaching.

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Virtual or Onsite Visits + Socials

Your dedicated Business Development partner is available for your new hire orientations, staff meetings, benefit fairs and employee wellness events. We will work with you to improve their financial wellbeing and employee morale — think lunch & learns, ice cream or smoothie socials!

It’s easy to become a member and the benefits are endless.  Watch this video to learn more:

Introduction to Allegacy

Employee Benefits

Employees can enjoy Allegacy membership in many ways in addition to the 24/7 digital solutions, great loan rates, high deposit yields and fewer or lower fees than banks.

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Financial Wellness

Keep your employees engaged and on track to reach their financial goals with seminars, workshops, videos and more.

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Checking Accounts

Our checking accounts work smarter and harder for you with features like higher yields, lower fees and lots of free services including digital access.

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Flexible Loan Terms + Affordable Rates

We offer loans on new, used and refinanced vehicles, real estate loans, including mortgages and home equity loans, and lines of credit that offer up to 100% loan-to-value.

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Medical Professionals Package

‌As a medical professional, caring for your patients can be a 24/7 commitment. Let us provide the same care for your financial needs.

Be Informed

For more information on how Allegacy helps members take control of their finances while pursuing the personal goals that mean the most, check out our list of brochures!

View Our Digital Brochure Rack

Community Highlight

We are proud of our commitment to being an integral part of the community where we live, work, and play.

  • Allegacy contributed

    to non-profit organizations, schools and chambers of commerce within our communities

  • Allegacy funded nearly

    in business loans to our local communities

  • The Allegacy team spent

    hours volunteering and providing financial education

Business + Community Development Team

This team focuses on serving Allegacy’s Select Employee Groups, Associations, and Student Run Credit Unions. Your dedicated Business Development partner will work with you to establish a customized plan to optimize your relationship with Allegacy. To schedule, a virtual or onsite meeting or financial wellness workshop contact your Business Development partner via the contact link below.

photo of Allegacy employee Jessica Harpe

Jessica Harpe

Business Development Manager

Phone: 336.774.2899

Larry Cozza

Larry Cozza

Business Development Specialist

Phone: 336.774.2771

Russ Fields

Business Development Specialist

Phone: 336.774.2691

photo of Allegacy employee Laura Rizzetta

Laura Rizzetta

Business Development Specialist

Phone: 980.416.7980