Photographs of spokespeople can be made available in a variety of formats upon request.

Transcription

1 MEDIA BACKGROUNDER TABLE OF CONTENTS About Northern Credit Union 2 Quick Facts 3 Credit Union Firsts 3 Our Vision And Values 4 Northern Credit Union History 5 Locations 5 Executive Team 6 Northern In The Community 8 Leadership Working For You 8 For local branch or community intiatives please contact Brandi Williamson-Meletiou, Marketing Supervisor at ext who will arrange a contact with a local Branch Manager. Photographs of spokespeople can be made available in a variety of formats upon request. On request the Northern Credit Union branch locations can also be made available for video and audio taping and photography. Media Contact Brandi Williamson-Meletiou Marketing Supervisor brandi.meletiou@northerncu.com ext. 4705

2 ABOUT NORTHERN CREDIT UNION Northern Credit Union is a full-service, locally-operated financial institution, offering personal and commercial products and services and financial planning expertise to more than 55,000 member shareholders. Serving 23 communities, Northern is committed to educating members in financial literacy and providing tools to achieve financial goals. The Credit Union services its customers through its 25 branches and online banking at northerncu.com. Personal Banking Daily banking/chequing Online banking Business banking Tax-free Savings Accounts High Interest Savings Accounts ATMs across Canada Mortgages Loans and Lines of Credit RRSPs Business Banking Operating Lines Commercial Mortgages Term Loans Investments Daily Banking Account Managers Access to personal attention Flexibility when it matters RRIFs RESPs Investments (Mutual Funds & Terms) Online Trading Financial Advice Traveler s Cheques Debit Cards MasterCard Insurance (auto, home, mortgage, life and disability) Mobile banking e-transfer

3 QUICK FACTS 3000 local community business owner members Network of 2,000+ ATMs across Canada 200+ Northern branch employees Northern Credit Union is proud to offer a guide to financial well-being in our communities CREDIT UNION FIRSTS With over 1.7 million Credit Union members in Ontario alone, Northern Credit Union has listened to their member needs and has taken the lead in developing and introducing financial products over the years. Credit Unions were the first financial institutions to offer: First to offer daily interest savings First full-service ATM network First flexible mortgage payments (open mortgages) First line of credit reverse mortgage First payroll deduction service for deposits and loan payments First socially responsible mutual funds First financial institute to lend to women in their own names First debit card service First registered education plans First fully functional Internet banking

4 OUR VISION & VALUES Northern Credit Union is home to over 55,000 members - a blend of families, business owners and communities connected by a strong need to work together. That is the Vision that defines Northern to be the leader in building financial futures, together. To guide our pursuit of that Vision, we focus on five key values - what we believe in and what makes us unique in our Northern landscape and they re just like the ones that people live by around here: Integrity We will always do what s best for you first. Trust is the result. Respect Every question is important, every human deserves dignity, every dream matters. Knowledge Education is critical at Northern; both inside the organization, for our members and in our communities. Teamwork Behind every one-to-one Northern relationship, there is a team of people who want to help. Social Responsibility In our communities more than most, the greater good is everyone s job. Our history is a tale of success. Our roots are strong. Our vision paints one heck of a picture, and we believe that by sticking to our values, we can make it happen. It is success for one and all, achieved together the Northern way.

5 NORTHERN CREDIT UNION HISTORY Northern Credit Union has come a long way since 1957, when it started in Sault Ste. Marie as Sault Civic Employees Credit Union Limited. Over the years, Northern Credit Union has seen a number of changes, not just in name but in the communities we service and the members we help everyday. Our membership has grown to include families and businesses across Northern and North Eastern Ontario, now extending our roots from Arnprior to Thunder Bay. As the largest Credit Union in Northern Ontario, Northern is committed to building financial futures for the families and communities we serve. LOCATIONS Northern Credit Union has 25 branches across Northern Ontario: Arnprior Barry s Bay Capreol Chapleau Coniston Deep River Eganville Elliot Lake Englehart Garson Hornepayne Kirkland Lake Iron Bridge North Bay Pembroke Red Rock Richards Landing Sault Ste. Marie Sudbury Thessalon Thunder Bay Timmins Wawa

6 EXECUTIVE TEAM Albert W. Suraci, CGA President and CEO Al Suraci has been President & CEO of Northern Credit Union since Under Al s leadership, Northern has grown from 11 branches, 9 communities, and $180 million in assets, to 25 branches, 23 communities across Northern Ontario and more than $700 million in assets, making it the largest credit union in Northern Ontario. Al s 30 years of management in the credit union system, are supported by an impressive list of accreditations. These include an Honours Bachelor of Commerce Degree from Laurentian University and a Certified General Accountant designation. He is a graduate of the Credit Union Institute of Canada and holds a designation as a Certified Chief Executive from the Credit Union Executive Society, having completed programs at Wharton (University of Pennsylvania), Johnson School (Cornell University), and the Darden Graduate School of Business Administration (University of Virginia). Provincially, Al has served on the Board of Directors for the Credit Union Managers Association and the Credit Union Services Association. Locally, Al has also served as a Director and has chaired the Sault Ste. Marie Chapter of the Certified General Accountants Association of Ontario. He is currently Chair of the Central 1 Rehabilitation Review Committee and a member of the Operations Advisory Committee. Richard Adam, C.A. Senior Vice President, Finance and Administration A key member of the Northern Credit Union family since 1996, Richard Adam is our Senior Vice President of Finance and Administration, leading several departments including: Finance, Credit, Operations, Internal Audit and Risk Management. He holds a Bachelor of Commerce Degree from the University of Windsor, and a designation as Certified Chief Executive from the Credit Union Executive Society. With more than 23 years experience as a Chartered Accountant in the Public Accounting and Financial Services Industry, Richard s wealth of knowledge has been instrumental to Northern s growth, and to the financial well being of its members. Working tirelessly to ensure that Northern is among the most efficient and competitive financial institutions in the market, his dedication has been paramount to our credit union s success.

7 EXECUTIVE TEAM Tony Dunham Senior Vice President, Sales, Marketing & Channel Management A member of the Northern Credit Union executive team since 2010, Tony is Senior Vice President of Sales, Marketing and Chanel Management. He holds a Bachelor of Commerce degree from Laurentian University and has more than 15 years experience in the financial service sector. Tony is accountable for the overall functioning of all Member-impacting departments, including Retail and Commercial Sales, Marketing and Information Technology. He is committed to growing Northern s relationships with current and potential members, and with Tony s guidance, we are able to constantly evolve the products, services and delivery channels we offer. Tony is dedicated not only to the well-being of the organization, but also the communities we serve, and is an advocate for making financial literacy resources and programs accessible to those in and around Northern s footprint. Lisa Richter, BSc, CHRP Vice President, Human Resources Lisa Richter is Northern Credit Union s Vice President of Human Resources. She holds a B.Sc.(Agr.) in Environmental Biology from the University of Guelph, a Diploma in Human Resources Management from Conestoga College, and received her CHRP designation through the Human Resources Professionals Association of Ontario in Over the course of her career, Lisa has worked with employees and managers in the areas of industrial relations, health and safety, compensation, communications and project management. Since joining Northern in 2006 she has been instrumental in rallying staff around the Northern vision, and continues to implement programs that ensure ongoing training, education and growth.

8 NORTHERN IN THE COMMUNITY Northern Credit Union believes strongly in giving back to the communities we serve. It s part of what makes us True North Strong. Our efforts are aimed at promoting financial literacy, volunteerism, community economic development, and environmental sustainability. Staff and delegates, who represent members, volunteer their time and assistance in raising funds for worthy causes in every one of our 23 communities: Bursaries for elementary and secondary school students Visits to schools to encourage financial education Reading programs Recreational activities Events that support research into the causes and cures of juvenile diabetes, epilepsy, cancer, heart & stroke, and lung disease Local health care LEADERSHIP WORKING FOR YOU Northern s senior managers also contribute their time and expertise in order to support many local organizations, including the following, through participation as board members: Canadian Bushplane Heritage Centre Central 1 Operations Advisory Committee Central 1 Rehabilitation Review Committee Credit Counseling Service Group Health Centre, Sault Ste. Marie Human Resource Professionals Association, Algoma chapter Sault Area Hospital Sault Ste. Marie Innovation Centre