Posts tagged Member Service Excellence Spotlight
Member Service Excellence Spotlight: Marlee Jasper, Access Credit Union

We’re thrilled to recognize Marlee Jasper, Managing Partner, Access Credit Union as our Member Service Excellence Spotlight winner for Q1 2026!

For Marlee, a career in the credit union system began fresh out of high school, and over the past 15 years, it has grown into a passion rooted in service, empathy, and doing what’s right for members.

Encouraged by her mother and aunt, both long‑time credit union employees, Marlee started her journey as a Member Service Representative (MSR). Unsure at first what path she wanted to pursue, she quickly discovered a love for the credit union system and the meaningful connections built with members every day.

Her career progression reflects her dedication to learning and growth, moving from MSR to Senior MSR, then into a Lending Administrator role, Lender, Senior Lender, and eventually into management. Along the way, she worked at two credit unions that later merged with Access Credit Union, giving her a deep understanding of the cooperative system and the communities it serves.

The story that led to Marlee’s nomination highlights her compassion and leadership, particularly when supporting a member experiencing cognitive challenges. Recognizing that added stress and confusion could make the situation more difficult for the member, Marlee took a thoughtful, proactive approach. She reminded colleagues to handle interactions with care, patience, and kindness, ensuring the member felt reassured and supported at every step.

By acknowledging the member’s concerns, offering calm reassurance, and approaching each interaction with empathy, Marlee demonstrated what exceptional member service truly looks like — meeting members where they are and responding with understanding, even in complex situations.

To Marlee, being part of a cooperative means coming together for the good of members, colleagues, and communities. She values relationships, whether with members, her team, local organizations, or community partners, and believes strongly in supporting one another however possible. While she understands the importance of compliance and policy, she also knows that great service often means thinking creatively and ensuring decisions truly make sense for the member.

When asked what advice she would share about delivering excellent member service?

Marlee keeps it simple: Do the right thing. Get to know your members, understand their needs, know your policies, and meet in the middle whenever possible. Above all, be human, because kindness, connection, and care make all the difference.

Nominations for the Q2 2026 Member Service Excellence Spotlight are now open!

Submit your nomination by Tuesday, June 30, 2026 and help us recognize outstanding service across the credit union system.

Member Service Excellence Spotlight: Now Accepting Nominations!

We’re proud to continue our province‑wide Member Service Excellence Spotlight, which recognizes outstanding service across all credit unions. It’s a chance to shine a light on your amazing colleagues!

One inspiring nominee per quarter will be selected to receive a gift card and be featured on CUYLM’s platforms (with their permission, of course!).

Nominate a teammate or share your own story of outstanding service in 2026 using the form below:

CUYLM's Member Service Excellence Spotlight - Nomination Form

Submissions for this quarter are now open and must be received by Tuesday, March 31, 2026.

Exceptional member experiences happen in every corner of our credit unions — not just at the front line.

You may have recently:

  • Seen an employee provide thoughtful guidance on products or services

  • Observed someone take extra time to educate a member about fraud prevention and financial safety

  • Helped advocate for a member to receive a loan or deposit solution that truly fit their needs

  • Watched colleagues collaborate behind the scenes to resolve a complex issue

  • Noticed an individual go above and beyond to ensure a member felt supported and valued

Great service can come from any role, including member service, lending, IT, operations, contact centers, and leadership. If you’ve witnessed a moment that stands out, this is an opportunity to recognize the impact it made.

Member Service Excellence Spotlight: Jonathan Caballero, Compass Credit Union

We’re thrilled to recognize Jonathan Caballero, Member Service Representative from Compass Credit Union as our Member Service Excellence Spotlight winner for Q4 2025!

About a year ago, Jonathan began his journey in the credit union system with a genuine curiosity about banking and finance after visiting the Compass branch in Brandon. Coming from a retail background and while taking English courses, he made the transition with determination and a strong desire to learn.

Today, he’s thriving as a Member Service Representative (MSR) and continues to invest in his growth by taking courses, such as lending, to better understand the credit union system. While he’s still discovering where his long-term path may lead, one thing is certain: he truly enjoys serving members.

He was nominated after a co-worker noticed a member was having issues with their online banking. After visiting the branch several times, he took the time to write out instructions for her so she would have better guidance. The member was sincerely appreciative of it, and it is just one of many times Jonathan puts members first.

He goes above and beyond every day, always putting himself in members’ shoes. He understands that not everyone’s situation is the same, and he does everything he can to support them with patience, empathy, and care.

For him, every member who walks into the branch deserves the same level of respect. He treats members like family, not like a number, building real connections and making sure they feel comfortable and valued.

His advice? Treat people the way you want to be treated. If someone comes in having a bad day, he makes it his goal to help turn it into a better one.

Member Service Excellence Spotlight: Daniela Damm, Access Credit Union

We’re thrilled to recognize Daniela Damm, Member Service Representative from Access Credit Union as our Member Service Excellence Spotlight winner for Q3!

After 15 years in the dental industry, Daniela decided to take a leap and completely change careers. During her daily commute from St. Malo to Winnipeg, she spotted a job posting and thought, why not try something new?

One year later, Daniela says working in the credit union system is so much more than she imagined. She loves connecting with members, investigating unique situations, and building relationships. Every day brings something different, and the team at Access Grunthal branch has been phenomenal.

What drives Daniela to go above and beyond? Members. She is passionate about understanding their perspectives, helping them through challenges, and making their experience exceptional. She turns moments of waiting—like when technology is catching up—into opportunities to build and strengthen relationships.

Her dedication earned her a Member Service Excellence Spotlight nomination from her supervisor.

During a routine interaction, Daniela’s sharp attention to detail led her to notice something unusual. Taking the initiative to investigate, she uncovered that a member had been targeted by a scammer. Thanks to her diligence and sound judgement, her credit union was able to act swiftly to protect the member. Her efforts in going above and beyond for the member did not go unnoticed and is just one of many examples of Daniela’s dedication to delivering A+ service.

When asked what being part of a co-operative means to her, Daniela shared:

“Being part of a co-operative for the first time has been eye-opening. Moving from a privately-owned dental office to a member-driven organization has taught me so much about collaboration and community. Even though Access is a large company, this branch feels like family.”

Her advice: Give members your heart. See things from their perspective and go beyond the transaction. We’ve all been in their shoes—be the person who makes a difference.

Congratulations, Daniela, for being selected for the Member Service Excellence Spotlight in Q3!

We are currently accepting nominations for Q4! Nominate your colleagues before Wednesday, December 31!

Member Service Excellence Spotlight - Q4 Nominations Open Now! — CUYLM

Member Service Excellence Spotlight: Stephanie Bolduc, Steinbach Credit Union

We’re thrilled to recognize Stephanie Bolduc, Member Service Representative from Steinbach Credit Union as our Member Service Excellence Spotlight winner for Q2!

Stephanie was nominated by a colleague for stepping in to help members avoid a fraudulent situation, an outstanding example of care and vigilance in action.

Her journey began at Interior Savings in Ashcroft, BC, where she spent four years building strong relationships and supporting members. After relocating to Manitoba, she continued that journey with SCU in Steinbach, where she’s been making a difference for the past four years. Stephanie’s experience spans industries, from financial services to the airline sector, even supporting her husband’s diamond drilling business. Each chapter has shaped her empathy, grit, and ability to truly listen.

At SCU, she’s known for putting members first, not just as clients, but as people. She wears her “mom hat” with pride, offering thoughtful advice and heartfelt support. It’s not just about transactions, it’s about helping members leave with a smile, feeling seen and heard. To be part of a credit union is to be part of a family, and Stephanie embodies that spirit each day.

We received many inspiring nominations this quarter, each one a testament to how Manitoba’s credit unions go above and beyond in supporting their members with care, commitment, and heart. Thank you to everyone who participated!

Our Member Service Excellence Spotlight nominations for Q3 are now open! CLICK HERE to learn more and submit a nomination!