CREDIT UNION SALES SUPPORT
Sales support to help you offer the best service
Our goal is to provide a sales process that is professional, consistent, and based upon cooperative values.
We are committed to helping credit unions achieve their financial goals by providing you with full support and training for our range of wealth management products and services.
Support is available through our extranet, by telephone, and via email and fax. In combination with ongoing, in-person sales training and marketing and compliance support, Credential® representatives receive full-scale assistance to help them succeed.
| What we offer representatives: |
| Sales and Training support |
| Client Relations support |
| Online support through knowledgeXchange® |
| Marketing support |
| Compliance support |
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| Access to the knowledgeXchange extranet site is available to partner credit unions. Click here to register. | ||
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CLIENT RELATIONS HOURS OF OPERATION For Credential Asset Management or Ethical Funds® services:Monday to Friday (except statutory holidays), 6:00 a.m. to 5:00 p.m. PT For Credential Securities Inc. Broker Support:Monday to Friday (except statutory holidays), 6:30 a.m. to 5:00 p.m. PT | |