At Summerland, we're dedicated to giving you friendly, personal service, and expert financial solutions.
When you're a customer of Summerland Credit Union, you're also an owner of our business.
We're community-based, and defined by our mutuality: we're owned by our customers, run by our customers, and everything we do is for the ultimate benefit of our customers.
We're not like a bank; our profits don't go to external shareholders, they go right back to our customers through fairer fees and improved levels of service.
As a credit union, we hold a banking licence and all customer deposits and investments are protected by the Federal Government Guarantee* for amounts up to $250,000.
As a customer and part owner of our credit union, you can have a direct say in how the business is run by voting at our Annual General Meeting and by voting in elections for our Board of Directors.
Since 1964, we've been helping families manage their finances, buy their homes and cars, fund their businesses, insure what's important to them and grow their wealth.
*See us for details.
Our Vision
To make a difference.
Our Mission
We'll provide advice you can trust by listening, thinking unconventionally and acting quickly.
customer service promise
We promise to provide realistic ethical options; combined with practical advice to efficiently guide you to your preferred choice
We promise you can trust us to help you achieve your financial goals
We promise to treat you as though you own this place; because you do
10 Ways We'll Deliver On Our Promise
- We'll share our knowledge – we are well trained and keep up-to-date in our field of banking, plus we have access to specialists in a range of banking areas. We are always happy to share our knowledge to assist you with your banking.
- We'll tailor our advice for you – by regularly learning about your progress towards your financial goals, we can assist you more efficiently, so we make every effort to get to know you and we may even be able to assist your family and friends too.
- We’ll treat you as an individual – we recognise no two people have the same banking needs/ structure/ goals.
- We'll honour our Commitments – you can count on us, we’ll ensure we follow through on any commitments we make & keep you informed along the way.
- We’ll make it easy for you – within the regulatory framework we operate in, we’ll try and minimise the work you need to do.
- We’ll adopt new innovations and technologies – we will take advantage of new technologies and processes to enhance your experience as a customer.
- We’ll support our local and global community – by respecting our business Values, we’ll minimise the impact on the environment and enrich the communities in which our customers live.
- We’ll respect your time – within the regulatory framework we operate in, we’ll strive to be efficient when assisting you with your banking.
- We’ll give back to the community – through our Community & Business Grants Program, we’ll return financial and other support to our Community.
- We’ll Make it Right – if it’s our fault, we’ll own the issue and make amends where possible.
your stories
Discover from our customers how we've made a difference in their lives
Our Values - SCORE
Summerland is a values based organisation which is responsible for:
- Living off the earth's resources that are renewable and draw upon its interest not its capital.
- Ensuring our workforce is informed and engaged.
- Ensuring the good reputation of Summerland.
Executive Team
Meet the Summerland Executive team.
Governance
Corporate conduct and disclosures.
