Business Details
50+ Years
experience
Your Trusted Financial Partner in Latham, NY
Sunmark Federal Credit Union has been empowering New York communities through member-focused financial services since 1937. As a locally owned credit union, we prioritize community development while offering competitive banking solutions for individuals and businesses. Our comprehensive services include high-yield checking accounts, mortgage programs, auto loans, and business banking with personalized guidance. We maintain an 85-year legacy of financial education through workshops, digital tools, and community partnerships that strengthen local economies. Our member-owned structure ensures every financial decision prioritizes client needs over corporate profits. Through the Sunmark Charitable Foundation, we've distributed $25,000 annually to local nonprofits while maintaining zero administrative costs for maximum community impact.Our 14-county service area supports financial wellness through 24/7 digital banking platforms and physical branches staffed by experienced professionals. We combine modern financial technology with traditional community values to create personalized solutions for life's important moments. Our team of certified advisors provides expert guidance on wealth management, business growth, and personal finance strategies. With competitive rates on savings products and loans, we help members achieve financial goals while fostering economic development across New York State.
Services
Checking Accounts
Savings Accounts
Mortgage Loans
Auto Loans
Business Banking
Wealth Management
Online Banking
Financial Education
Community Grants
Insurance Services
Details
- Year established: 1937
Highlights and features
- 85+ years of community banking experience in New York State
- Member-owned structure prioritizing client interests over profits
- Competitive rates on mortgages, business accounts, and savings
- Annual $25,000+ charitable contributions to local nonprofits
- Free financial education workshops and digital planning tools
Services
Checking Accounts
Our high-yield checking accounts combine competitive rates with fee-friendly options for everyday banking. These accounts offer convenient access to funds through mobile banking, ATMs, and debit cards. Designed for both personal and business use, they feature no monthly maintenance fees with qualifying conditions.
Mortgage Loans
We provide fixed and adjustable-rate mortgage solutions with competitive rates and personalized guidance. Our mortgage experts assist first-time buyers through down payment assistance programs and seasoned homeowners with refinancing options. The pre-approval process ensures clear budgeting for home purchases.
Business Banking
Our business banking suite includes checking accounts, loans, and credit lines tailored for company growth. We offer SBA financing, equipment loans, and cash management tools with dedicated business advisors. Commercial insurance options protect against property and liability risks.
Financial Education
We provide free financial literacy resources including budgeting workshops, investment seminars, and online calculators. Our educational programs cover credit building, retirement planning, and fraud prevention. Digital tools help members track spending and set financial goals.
Community Grants
The Sunmark Charitable Foundation awards grants to 501(c)(3) organizations within our service area. We prioritize financial education programs, family support services, and community development initiatives. Nonprofits receive 100% of donations with zero administrative costs.
People
Jerilee Beaudoin
President & CEO
Jerilee Beaudoin leads Sunmark Federal Credit Union with over 25 years of financial services experience. She champions community development through member-focused banking and strategic growth initiatives. Her leadership emphasizes financial empowerment and local economic impact.
Questions
What financial services does Sunmark offer?
We provide checking and savings accounts, mortgages, auto loans, business banking, wealth management, and financial education resources.
How can I access my account online?
Our 24/7 online banking platform allows account management, bill payments, and transaction tracking from any device.
Are there local branches available?
We maintain physical locations across our 14-county service area with convenient drive-thru and in-person services.
What community initiatives do you support?
The Sunmark Foundation donates $25,000+ annually to local nonprofits focusing on financial education and community development.
Do you offer business banking solutions?
Yes, we provide business checking, loans, credit lines, and commercial insurance with dedicated advisors for company growth.
What makes Sunmark different from banks?
As a member-owned credit union, we prioritize community impact and return profits to members through better rates and services.
