About Us | Bank On Greater Milwaukee

Our Mission

Our members offer services and educational resources that help empower people and families to improve their financial capability, health and independence.

It is important that residents have access to resources that help lay a solid foundation for banking and financial empowerment. Our coalition is particularly focused on assisting youth, first-time job seekers and families with disabilities to access financial services.

Our History

Started in 2018, Bank On Greater Milwaukee helps connect consumers to safe and affordable banking products certified as meeting the Cities for Financial Empowerment Fund’s Bank On National Account Standards. With assistance from the CFE Fund, Milwaukee’s Alliance from Economic Inclusion, local funders, and over 30 partners from the private, public and nonprofit sectors, the Urban Economic Development Association of Wisconsin (UEDA) formed a Bank On working group in late 2017 to identify strategies to increase collaborative efforts that could connect consumers to mainstream financial services and products.

UEDA serves as the convening agency for Bank On Greater Milwaukee. A Program Director works with a Leadership Team to provide guidance and support to the work. Coalition members meet regularly to identify points of collaboration, community engagement opportunities, share best practices and develop innovative ideas.

Meet Our Team

The Urban Economic Development Association of Wisconsin (UEDA) serves as the convening agency for Bank On Greater Milwaukee (BOGM). UEDA focuses on community and economic development efforts that help support thriving urban communities. We serve as an intermediary that works in collaboration with stakeholders across sectors in issues such as financial inclusion, affordable housing, and capacity building.Learn more about UEDA here.

Along with BOGM coalition members, UEDA’s Bank On Program Director works with a Leadership Team to provide guidance and support to the work of Bank On in our community.

Constance Alberts, Bank On Greater Milwaukee Program Director

Constance has been with UEDA since September 2018, working to support the growth of Bank On in the community. She has extensive experience building and managing financial education programs in the nonprofit sector, as a credit counselor, homeownership counseling manager, volunteer senior tax preparer, and affordable mortgage lending officer. In 2021 Constance was asked to serve on Wisconsin Governor Tony Evers’ Council on Financial Literacy and Capability.

Bank On Greater Milwaukee Leadership Team

Pamela Bell Credit Union Executive Self Help Federal Credit Union	Jamie De Jesus Sr. MSSC Instructor/Assistant Education Instructor IES Institute
Victor Frasher Director of Community Engagement Educators Credit Union	Anne Furey Managing Director CIBC Bank USA
Shelina Harvey Senior Financial Coach Wisconsin Women’s Business Initiative Corp. (WWBIC)	Kyrstina Kohler Financial Stability Portfolio Manager United Way of Greater Milwaukee & Waukesha Co.
Dan Krohn Manager of Community Partnerships TMG Wisconsin	Jeff Langkamp Chief Compliance Officer, Senior VP Bank Five Nine
Elizabeth Luckett Executive/Author Word of Hope/X-Pressly Speaking	Kristi Luzar Executive Director UEDA
Heather MacKinnon Vice President, Legal Wisconsin Bankers Association	Carol Maria Community Affairs Specialist, FDIC Division of Depositor and Consumer Protection
Jamila Monroe VP Regional Sales Manager BMO Harris Bank	Rick Beutler VP of Consumer Banking First Federal Bank of Wisconsin
Kristen Ruhl VP of Programs Secure Futures	Brittany Thome Manager, Financial Empowerment National Disability Institute

BOGM is part of a collaborative national effort that includes Cities For Financial Empowerment (CFE) Fund, American Bankers Association, Federal Deposit Insurance Corp. (FDIC), Federal Reserve, community banks, large banks, credit unions and community-based organizations to ensure that everyone has access to safe, affordable financial products and services.

Coalition members meet regularly to identify points of collaboration, community engagement opportunities, share best practices and develop innovative ideas. View a current list of BOGM Members here.

The Bank On Movement

Bank On Greater Milwaukee is proud to be part of the national Bank On movement, made up of over 100 similar local coalitions across the country.

The nonprofit Cities for Financial Empowerment Fund (CFE Fund) is the national partner for local Bank On coalitions, supporting local efforts through resources like the Bank On National Account Standards and accompanying certification, grant support to build local coalition capacity, and a robust learning community. The CFE Fund also works to give voice to local coalition experiences by informing both federal regulatory policy and financial institution practices.

Bank On Greater Milwaukee (BOGM) is part of a collaborative national effort that includes Cities For Financial Empowerment (CFE) Fund, American Bankers Association, Federal Deposit Insurance Corp. (FDIC), Federal Reserve, community banks, large banks, credit unions and community-based organizations to decrease the number of unbanked and underbanked in our Community.

This effort is accomplished locally by the work of our Members below whose goals are to ensure that everyone has access to safe, affordable financial products and services.

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