Valley First

Member Services

Whether you're thinking about moving outside our service area or you're looking for financial options during hard times, we want to be there to help you out with expert advice and simple solutions.

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Simplify your finances with a Simply Free Account®—it's simple, and free!

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Service Check™

Key Features & Benefits

Service Check™ is a simple, painless and free review we offer you to ensure the financial products and services you are using match your financial needs and goals. It just takes a short time to sit down and talk with us about:

  • Your current banking needs and goals. We go through a customized process to make sure we understand your specific needs and analyze your current accounts.
  • We then recommend actions you can take to help reach your goals and suggest the products and services best suited to you.
  • Together we will discuss your findings and come up with solutions that are easy to follow.

Using Service Check™ we have saved our members money by ensuring the products they are using continue to meet their needs or telling them about others they may not be aware of. It's also a great way to uncover ways we can better serve you.

Getting your Service Check™ is simple

Call your nearest Valley First branch for a free appointment or visit us during regular business hours. We'll be happy to schedule a time that is convenient for you and discuss how we can help you save money, make money or serve you better.

Member Assistance Program

Key Features & Benefits

To assist you during the challenging economic environment, we’ve created a Member Assistance Program. This program is designed to create personalized, long-term solutions for members who are undergoing financial difficulty.

In most cases, by connecting and working with a Valley First representative and taking an honest look at your financial situation, you can build a budget, eliminate unnecessary expenses, and create a long-term plan to get you back on your feet.

If you're facing financial challenges, make the call and connect with a Valley First representative today. We want to help you get through today's challenges with your finances intact and your financial future secured.

Community Resource Guide

Health link BC -- search services in your community by Postal Code

Mental Health

  • BC Residents can dial 8-1-1- to speak with a BC Health link Representative
  • Additional phone numbers: 604-587-4600 or 1-877-935-5669

BC Housing Toll-free phone: 1-800-257-7756

Kelowna Community Resources Phone: 250-763-8008

Relocation Assistance

Key Features & Benefits

Moving? We can can easily, quickly and conveniently transfer your accounts to a credit union near your new home — for free.

Simple, free, no hassle

Ask your branch about the member referral program. You may be moving across the city or across the country. Perhaps you're changing jobs, retiring or going off to university. Regardless of your circumstances, we can help.

Ready and waiting

Enjoy the comfort of knowing all your accounts and financial services will be waiting for you at your new credit union.

Home, sweet home

Expect a warm welcome and the same high level of service when you arrive at your new branch. Your new credit union will make it easy for you to feel a part of your new community.

Have a question? Simply contact us and we'll provide you with the information you're looking for.


Use our contact form to send us a message—we'll be sure to reply to you with the details you're looking for shortly.

In Person

If you're more comfortable coming in to see us, we'd be happy to chat with you about the questions you have.

By Phone

If you’d like to call us, here is a complete list of our branch and insurance office numbers.