Job Description

Job Details

Do you enjoy creating and deepening relationships with members over the phone? If yes, this is the role for you. This position is responsible for prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points. Candidates would be comfortable recommending Credit Union products and services that strengthen the member’s financial situation and builds long-term relationships with the Credit Union and also provide follow-up as promised to members and participate in company wide and department goals and objectives. This position is hybrid and requires that you come into our Headquarters (Cottage Grove) three times per week.

Why Summit?

• Onsite 24/7 gym
• Wellness Café
• Fun, collaborative environment

Job Requirements:

• Professional well developed written and interpersonal communication skills essential for interacting with members and co-workers.
• Ability to elicit member information that can be used to strengthen member relationships.
• Requires judgment to solve day-to-day problems but usually within established guidelines.
• High school diploma or equivalent.
• Minimum combined two years experience in at least two of the following areas: (Public contact/member service, call center, financial environment or sales).
• In depth knowledge of member self-service tools.
• Basic mathematical skills required, including the ability to perform interest, pay-off, dividend and certificate penalty calculations.
• Work requires basic knowledge of Microsoft Office Suite.

At Summit we cover more ground, give more back and have more fun.

Come be a part of something bigger!

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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