Summit Credit Union

Contact Center Member Relationship Specialist 1

Summit Credit Union  •  Cottage Grove, WI (Onsite)  •  17 days ago
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Job Description

Join Summit Credit Union as a Contact Center Member Relationship Specialist!

Do you love helping people? Are you energized by a fast-paced environment where every day brings new opportunities to make a difference? If so, Summit Credit Union wants you on our team!

What You’ll Do:

  • Serve members with excellence via phone and video—voice calls and video are your top priority!
  • Build trust and rapport by understanding members’ needs and recommending products and solutions that strengthen their financial well-being.
  • Solve problems creatively and go above and beyond to exceed expectations.
  • Take ownership of member situations, follow up as promised, and help us continually improve our service.
  • Work collaboratively as part of a dynamic Contact Center team.
  • Adapt and respond to changing situations and multiple priorities in a fast-paced work environment.

What You Bring:

  • A passion for service and a knack for building relationships.
  • Experience in customer service, call centers, or financial environments (minimum two years preferred).
  • Strong communication skills—both written and verbal.
  • Ability to multitask and stay organized in a busy setting.
  • Basic/intermediate Microsoft Office skills and comfort with digital tools.
  • High school diploma or equivalent required.
  • Preferred if you speak Spanish fluently

Why Summit?

  • Supportive, inclusive culture—we’re people helping people!
  • Opportunities for growth, training, and development
  • Saturday hours required on a rotational basis
  • Comprehensive benefits package, including:
    • Health, dental, and vision insurance
    • Retirement savings plan with employer match
    • Paid time off and holidays
    • Employee wellness programs
    • Tuition reimbursement
    • Career advancement opportunities

Ready to inspire, connect, and act? Apply today and help us make Summit Credit Union the best place for our members—and for you!

Required Statement Sections

  • Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
  • Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
  • Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
  • EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.
Summit Credit Union

About Summit Credit Union

At Summit, we have a passion for empowering people to improve their financial well-being. We love to help you save more, pay off debt, set goals and reduce your stress. We don't sell products, we build relationships. You can trust that we'll provide honest advice and real solutions. Helping you secure a bright financial future is our highest goal.

Anyone can join Summit Credit Union. And as a not-for-profit financial cooperative, our profits are returned directly to you. That means the more you use us, the more you receive.

Think of us as your resource to a richer life.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
Madison, Wisconsin
Year Founded
1935
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