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AT YOUR SERVICE Westoba Credit Union builds community, one Member at a time.
You can count on Westoba Credit Union to take good care of all your personal and business financial needs. With 21 locations across the province, Manitoba’s fifth largest credit union delivers all the financial services you expect from any major bank, along with something you might not expect — a commitment to putting people first, says financial services representative James Grosskopf.
Westoba staff always work closely with members to accommodate their needs, he adds. “We do truly want to build relationships with all of our members where there is that one-on-one contact,” he says.“Once one of our team establishes a working relationship with a member, they have our direct phone access. If we do not answer the phone immediately, we strive to return the call within two hours or at the latest by the end of the business day.” For added convenience, Bray often meets busy commercial members in their own place of business.
“…the most important personal service we offer is simply advice.” James Grosskopf, Financial Services Representative,Winnipeg
“We strive at all times to serve the member by meeting their schedule, not them meeting ours. Quite often, I meet with members after work hours because they just can’t make it in here between banking hours of nine to five.” Kevin Bray, Business Account Representative,Winnipeg & The Pas
“In my opinion, the most important personal service we offer is simply advice. We treat every member as a human being as opposed to an account number. Every one of life’s events has a financial implication to our members, and it’s our job to recommend ways we can help them,” Grosskopf says. “We’re trained to give EDGE ( everyone delivering great solutions and e xperiences) by listening, asking better questions and delivering the best personalized solutions seamlessly.We truly value our members and want to build life-long relationships with them throughout their various needs.” Senior financial planner Joanne Conan says Westoba truly lives up to its mission to enrich lives and communities by helping make financial dreams a reality.
“We strive at all times to serve the member by meeting their schedule, not them meeting ours. Quite often, I meet with members after work hours because they just can’t make it in here between banking hours of nine to five,” he says. “We have some outstanding members on the commercial side and hope to build on that while continuing to provide our services to as many new commercial borrowers as possible.” This focus on exemplary service makes a difference to business members like Dave Sjoberg of HomEquip. who joined Westoba seven years ago. Sjoberg appreciates having the ability to stay in touch with Westoba staff members directly, without being routed through a call centre, and he believes they take a genuine interest in understanding the nature of his medical supply business. “This includes speaking with key personnel on site to understand current and projected cash flow requirements in order to address inventory levels, receivables and general operating costs,” Sjoberg says. Based on his positive experience, Sjoberg recommends Westoba Credit Union as a full-service financial solutions provider. “I believe it is important for all to review the options available to you regularly to ensure the services, costs and personality meet your needs,” he says.
“Our Financial Planning Solutions Team is able to develop a financial plan unique to each member’s goals
and execute strategies to help financial dreams come true…” Joanne Conan, Senior Financial Planner, Mobile
“Our Financial Planning Solutions Team is able to develop a financial plan unique to each member’s goals and execute strategies to help financial dreams come true — for personal and business goals, from birth to succession and estate planning,” Conan says. Founded in 1963, experience and that commitment to personal care set Westoba apart, notes business account representative Kevin Bray. “We provide full services for our businesses, including lines of credit, term loans and mortgages,” Bray says.
“Westoba was a move I should have investigated years ago — from both a personal financial interest as well as a business with HomEquip.”
“We use the Canada Small Businesses Financing Program, which assists our small businesses because we can lend upwards of 90 per cent of their asset values.”
Visit Westoba Credit Union online at www.westoba.com.
SMART. STRONG. SAVVY.
All qualities business owners have.
Running your own business isn’t easy. It takes a lot of hard work and we think what you do is important. Local businesses play a big role in our economy and we’re proud to be a part of the process. Our goal is to make managing your accounts simple, so your time is better spent on other things – like growing your business! Let’s talk about your business goals. Connect with our experienced Business Solutions Team today.
Building Community. One Business at a time.
westoba.com | 1-877-WESTOBA Westoba-BusinessSolutions@westoba.com
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