How to Become a Salesperson at a Credit Union

How to Become a Salesperson at a Credit Union

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sunshine coast credit union

A credit union is a co-operative organization that provides financial services to members. Its employees have a variety of responsibilities including checking and processing loans, account payable, cheque deposits and CRA requests. While the culture is friendly and easy-going, it can be competitive, as salespeople are required to meet sales goals. While working at a credit union can be rewarding, some aspects are not as suited to salespeople. If you want to become a salesperson, consider working for a credit union.

Sunshine Coast Credit Union serves three coastal communities in British Columbia and has more than 16,000 members and $340 million in assets. The credit union operates an Open Solutions relational core processing platform and recently implemented new functionality to capture and deliver key data electronically. The new system will enable the credit union to move towards a paperless environment. Open Solutions’ eSign, eReceipt, and eReport solutions enable financial institutions to capture and send information electronically.

Creating an innovation culture is crucial for a successful company. Change prompts creativity and growth. Using a process called innovation management, Sunshine Coast Credit Union achieved growth and improved employee satisfaction scores. Through the idea community, employees could share their ideas and improve the organization’s culture. In a year-long pilot, 95% of employees were involved and 20% of the new ideas were implemented. The credit union has since expanded its mobile services and embraced an innovative culture to better serve its members.


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