Resolving Member Concerns
Your Voice Matters: Resolving Your Concerns
We are committed to providing exceptional A+ service, but we recognize that sometimes things don't go as planned. If you have a concern or a complaint, we want to hear about it.
Our Step-by-Step Resolution Process
If you have a concern, we encourage you to follow the steps below to ensure the right people are involved at the right time.
Our Step-by-Step Resolution Process
If you have a concern, we encourage you to follow the steps below to ensure the right people are involved at the right time.
Step 1: Start at the Source
The quickest way to resolve a concern is to speak directly with the employee you are dealing with or the staff member at your local branch. They are best positioned to find an immediate solution.
Step 2: Branch Management
If the initial employee cannot resolve the issue to your satisfaction, please ask to speak with the Branch Member Service Supervisor (MSS) or the Managing Partner. They will review the situation and work with you toward a resolution.
Step 3: Service Excellence & Senior Leadership
If you feel your concern requires further attention after speaking with branch management, you may request a formal review by our senior leadership team. The escalation follows this path:
Director of Service Excellence
VP of Retail Banking
Chief Retail Officer (or Executive Member)
President & Chief Executive Officer (CEO)
Step 4: The Board of Directors
In the rare event that a resolution is not reached after a review by the CEO, members may escalate their concern in writing to the Board of Directors. The Board will ensure that the credit union’s policies were followed correctly and fairly.
Step 5: External Resources
What if you are still not satisfied? We strive to resolve all matters internally. However, if you have exhausted the steps above and remain unsatisfied with the final response from the Board of Directors or the Credit Union level, you have the right to contact the Ombudsman.
The Ombudsman provides an impartial and independent review of your complaint.
Contact the Ombudsman for Banking Services and Investments (OBSI)
For more information on the Ombudsman, and the escalation process please click here
Tips for a Quick Resolution
To help us assist you as quickly as possible, please have the following ready:
- Your account information (do not include passwords or PINs).
- A clear description of the issue and what resolution you would like to see.
- Any relevant dates or documentation.
