Copperfin Credit Union

It's that time of year again, we're seeking the nomination of candidates to represent our membership and run for election for our Board of Directors. Candidate packages can be obtained on our website or by contacting Patti Edie, Corporate Secretary at (807) 467-4413, [email protected]. #LifeForward #DirectorElections

Happy 2021! Here's to better times ahead filled with health, wealth, and happiness. #LifeForward #HappyNewYear #2021

A reminder that we're closing at 1pm on December 31 and will be closed on New Years Day as well. Hope you have a wonderful New Years and here's to better times in 2021 #LifeForward #NewYearsEve #NewYearsDay

Wishing you and your families a very Merry Christmas from Copperfin! #MerryChristmas #LifeForward

We give thanks to the brave men and women who have served our great country. #LifeForward #rememberanceday2020

A reminder that our branches will be closed Wednesday, November 11 in honor of Remembrance Day. #LifeForward #rememberanceday2020

Good news Kenora, our ATM is back in service! Have a great weekend.

I love Copperfin! The staff is fantastic, the services are great, I couldn't be happier! #MemberFeedbackFriday #ActualQuote #ActualMember #LifeForward

We’re currently experiencing an outage with our ATMs. We’re working hard to get them back online and will let you know as soon as everything is resolved. We apologize for any inconvenience this may cause.

Were excited to announce our new website has officially launched. We focused on providing you with more advice and a better overall experience. Let us know what you think! www.copperfin.ca #LifeForward #NewWebsite #AdviceBased #Feedback

Reminder we will be closed Monday, October 12 so our Team Members can enjoy Thanksgiving. We wish you all a happy and safe long weekend. #LifeForward #Thanksgiving #LongWeekend

5 things you should know before our new website launches You wanted an easier way to get in touch with us, so we created a quick Contact Us form that goes straight to our new Member Support Centre. Weve also added a link to locate a branch/ATM on every page. #LifeForward #NewWebsite #AdviceBased #MemberSupportCentre

5 things you should know before our new website launches Advice! You asked and we listened. Our new website is centered around providing financial advice to move your Life Forward. #LifeForward #NewWebsite #AdviceBased

Who We Are Copperfin is Northwestern Ontario’s largest locally owned credit union, with branches and offices in Ear Falls, Kenora, Sioux Narrows, Nestor Falls, and Thunder Bay that offer a full range of products and services and Wealth Management financial planning. We’re extremely proud of our workplace culture and Life Forward values where we strive to truly understand our Members, ensuring their best interests are put first and offering them the financial tools and solutio...ns to reach their goals and be prepared for whatever life may bring. About This Opportunity We’re looking for a responsible, motivated individual for the position of Member Representative. This is a unionized position and will be located in Thunder Bay, ON. Reporting to the Branch Manager, the Member Representative will provide a full range of financial products and services to members consistent with the corporate mission, vision, values and objectives. The key responsibilities for the position will include the following: Provide assistance to members by answering questions and servicing member requests for deposits, withdrawals, and transfers Resolve routine problems/issues with member accounts, referring more complex problems or issues to their manager Perform other administrative and support tasks as assigned by their manager In addition, emphasis is placed on a professional teamwork approach, demonstrated problem-solving and initiative. What We Are Looking For Secondary School Diploma: Business Diploma with post-secondary diploma in business related field preferred Proficiency in Microsoft Word, Microsoft Excel, Microsoft Outlook and the ability to learn new systems Proven member service skills with strong communication and organizational skills are essential Must be able to meet deadlines About The Salary The salary for this position will commensurate with the skills and experience of the successful candidate. To find out more about Copperfin Credit Union visit our website at www.copperfin.ca. Please submit your cover letter and resume by Friday, October 16th, 2020 to: People and Culture Team [email protected] Copperfin Credit Union 346 Second Street South Kenora, ON P9N 1G5 We thank all applicants; however only those selected for an interview will be contacted. Upon request, accommodations are available for all parts of the recruitment process.

5 things you should know before our new website launches We also noticed a lot of you frequently check our rates, so we made sure theyre now super easy to find and are paired with tools for quick calculations. #LifeForward #NewWebsite #AdviceBased #Rates

5 things you should know before our new website launches Ways to bank has been updated to make it easier for you to learn about our mobile and online banking features, including more detailed steps, videos and frequently asked questions all in one location now. Were also excited to announce our new mobile banking app is coming soon! #LifeForward #NewWebsite #AdviceBased #WaysToBank

Please be advised that our Ear Falls branch will be closed until 2pm today due to waterline upgrades. To learn how to pay bills, send money or check account balances using mobile or online banking visit Ways to Bank. ##LifeForward

Great service. Anytime I have a problem, Copperfin employees help me come up with a solution. #MemberFeedbackFriday #ActualQuote #ActualMember #LifeForward

We’re excited to announce our new website has officially launched. We focused on providing you with more advice and a better overall experience. Let us know what you think! www.copperfin.ca #LifeForward #NewWebsite #AdviceBased #Feedback

5 things you should know before our new website launches Were always working on ways to improve our digital banking experience. Youll notice when you login to Online Banking, a few things are different: weve updated links to take you to our new website instead of the old one and we now call a PAC (Personal Access Code) a password. Keep your eye open for more exciting Online Banking improvements in early 2021. #LifeForward #NewWebsite #AdviceBased #OnlineBanking

Who We Are Copperfin is Northwestern Ontarios largest locally owned credit union, with branches and offices in Ear Falls, Kenora, Sioux Narrows, Nestor Falls, and Thunder Bay that offer a full range of products and services and Wealth Management financial planning. Were extremely proud of our workplace culture and Life Forward values where we strive to truly understand our Members, ensuring their best interests are put first and offering them the financial tools and solutio...ns to reach their goals and be prepared for whatever life may bring. About This Opportunity Were looking for a responsible, motivated individual for the full-time position of Member Advisor. This position will be in Kenora, ON. Reporting to the Branch Manager, the Member Advisor will provide ongoing service delivery and proactively sell retail lending and investment products and services. This position will be responsible for proactively managing an assigned portfolio including: Enhancing member relationships to ensure branch and individual goals are met Conducting interviews with members to identify lending, deposit and investment needs and making recommendations for solutions Engaging members in Life Forward conversations to understand their needs Developing portfolios for mutual funds according to member needs and objectives Reviewing performance of portfolio annually with members Proactively seeking business with both new and existing members through cross-selling initiatives Supporting the culture, mission and values of Copperfin Credit Union What Were Looking For Excellent people skills with a desire to help people with their money Secondary School Diploma; Business Diploma with post-secondary diploma in business related field preferred, minimum of two years previous credit union experience or equivalent Must be a licensed sales agent for Mutual Funds Proficiency with Microsoft Word and Excel, Loans Origination System Knowledge of the credit union system and services with an in-depth knowledge of loan and investment products including RRSP, RRIF, RESP and term deposits Strong capabilities in judgment, decision-making and time management Ability to work closely with fellow employees in a team-oriented environment Willingness to upgrade in order to keep up to date with changes in the industry relating to job function About The Salary The salary for this position will commensurate with the skills and experience of the successful candidate. Please submit your cover letter and resume by Friday, October 2nd, 2020 to: People and Culture Team [email protected] Copperfin Credit Union 346 Second Street South Kenora, ON. P9N 1G5 We thank all applicants; however only those selected for an interview will be contacted. Upon request, accommodations are available for all parts of the recruitment process.

#MemberFeedbackFriday #ActualQuote #ActualMember #LifeForward

Happy Labour Day!

Reminder that our branches will be closed Monday, September 7. Enjoy the long weekend! #LifeForward #LabourDayWeekend #LongWeekend

I couldnt imagine service being any better with Copperfin. Theyve helped me in my hardest financial times. #MemberFeedbackFriday #ActualQuote #ActualMember #LifeForward

I couldn't imagine service being any better with Copperfin. Theyve helped me in my hardest financial times. #MemberFeedbackFriday #ActualQuote #ActualMember #LifeForward

Starting Monday, August 17, face masks/coverings will be required while visiting us at any of our branches. Lets work together to help stop the spread. For more information, please visit www.copperfin.ca/covid

We're back!! Our Algoma branch is now open and we can't wait to see you. Masks are required and please continue to practice physical distancing. #LifeForward

Were back!! Our Algoma branch is now open and we cant wait to see you. Masks are required and please continue to practice physical distancing. #LifeForward

Enjoy the long weekend with your family and friends! #LifeFoward #AugustLongWeekend

A reminder that our branches will be closed Monday, August 3 for the long weekend! #LifeForward #AugustLongWeekend

Oops! Earlier this week, we told you ATM hours at our Thunder Bay Algoma branch were changing, but we gave you the wrong hours! The ATM will be available seven days a week between 7 am and 9 pm. Drive-thru ATMs at our Thunder Bay branches, 318 Syndicate and 955 Alloy Dr, remain open 24 hours a day, a list of 25 other surcharge-free ATMs across the city that you have access to can be found at www.copperfin.ca/FindBranchATM/ Sorry for the confusion everyone!

A friendly reminder that starting July 24, face masks/coverings will be required while visiting us at our Thunder Bay branches. For more information, please visit www.copperfin.ca/covid #LifeForward

Welcome back! Our Syndicate branch in Thunder Bay is open again, were looking forward to seeing our Members smiling faces! #LifeForward

With more businesses reopening in our community were excited to let you know that our Syndicate branch in Thunder Bay will be reopened as of Monday, July 20, and Advisors will be available for face to face meetings, by appointment and with safety precautions, at all open branches! Were aiming to reopen our Thunder Bay Algoma branch on Monday, August 10 with Advisors at that location available for in-person meetings then too. While were looking forward to seeing you again..., your safety, and that of our community, remains top of mind; we continue to ask you to not come into a branch unless you need to. Most transactions can be completed online or over the phone, and our Advisors are ready to meet with you virtually - quickly and safely. To schedule an appointment please email [email protected], call (877) 202-5722, or contact your Advisor directly. https://www.copperfin.ca/AboutUs/ContactAnAdvisor/

Our Board Chair, Scott Kennedy, and his family (nervously) helped with the @rootstoharvest bees today! Thankfully no bee stings for them, only one on the nose for the photographer #LifeForward #MembersHelpingMembers

Last month we officially welcomed 2 new Directors to represent you, our Members, on our Board. Please join us in welcoming Brandon Penfold from Kenora and Kevin Squissato from Thunder Bay! #LifeForward

Werent able to make it to our AGM last month? Heres a recording! If it doesnt play for you automatically please try clicking on Switch to another format below the presentation/video. #LifeForward

With so many changes to our everyday lives weve all had to adapt how we do pretty much everything. Our Advisor Sharleen shared her thoughts on how shes adjusted to both be accessible and continue to provide great Member advice during these times. #LifeForward

Happy Canada Day Were so grateful to live and work in such an amazing country! Just a reminder our branches are closed today. #LifeForward #WeTheNorth #CanadaDay

Well be closed Wednesday, July 1 for Canada Day! We hope you have a fun and safe celebration. #LifeForward #CanadaDay

The personal interactions are wonderful. I dont feel like a number. #MemberFeedbackFriday #ActualQuotes #ActualMembers #LifeForward

Tonights the night of our online AGM! If you havent registered yet, please contact [email protected] and include your name and phone number. Youll receive an email that includes a link to the meeting, the meeting material, and instructions on how to test your setup to ensure youre able to vote during the meeting.

Have you registered for our online AGM coming up this Thursday night? Join us as we go over our 2019 financials, chat about what were up to in 2020, and introduce a couple new Directors. Visit copperfin.ca/agm to sign up and submit questions ahead of time.

The personal interactions are wonderful. I don't feel like a number. #MemberFeedbackFriday #ActualQuotes #ActualMembers #LifeForward

#MemberFeedbackFriday #ActualMembers #ActualQuotes

#MemberFeedbackFriday #ActualQuotes #ActualMembers