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Summit Credit Union Jobs (NOW HIRING)

Summit Credit Union

Financial Advisor

Baraboo, WI · On-site

This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...

Summit Credit Union

Financial Advisor

Baraboo, WI · On-site

This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under ...

Summit Credit Union

Mortgage Loan Officer

Waukesha, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Waukesha Market. As the MLO ...

Summit Credit Union

Mortgage Loan Officer

Green Bay, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Howard Market. As the MLO you ...

Summit Credit Union

Mortgage Loan Officer

Green Bay, WI · On-site

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Howard Market. As the MLO you ...

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Summit Credit Union information

See salary details

$12

$32

$96

How much do summit credit union jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for summit credit union in the United States is $32.60, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $19.23 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Credit Union Member Service Representative, and why are they important?

To thrive as a Credit Union Member Service Representative, you need strong customer service skills, basic financial knowledge, and typically a high school diploma or higher. Familiarity with banking software, cash handling systems, and compliance regulations is essential. Excellent communication, attention to detail, and problem-solving abilities help you build trust and resolve member issues effectively. These skills ensure accurate transactions, member satisfaction, and compliance with financial regulations in a credit union setting.

What is the difference between Summit Credit Union vs Teller?

AspectSummit Credit UnionTeller
Primary RoleFinancial services provider, member-focused bankingCustomer service and cash handling at bank branches
Required CredentialsHigh school diploma; some positions may require financial certificationsHigh school diploma or equivalent
Work EnvironmentCredit union branches, offices, community settingsBank branches, retail banking environment
Industry UsageFinancial services, banking, credit unionsBanking, retail financial services

Summit Credit Union and Tellers both operate within the banking industry, but their roles differ. Summit Credit Union offers broader financial services and member-focused banking, while Tellers primarily handle cash transactions and customer inquiries at branch locations. Understanding these differences helps job seekers identify the right career path within the financial sector.

What is Summit Credit Union and what services does it offer?

Summit Credit Union is a member-owned financial cooperative that provides a range of banking services, including checking and savings accounts, loans, mortgages, credit cards, and investment products. As a credit union, Summit focuses on serving its members with competitive rates, low fees, and personalized financial guidance. Membership is typically open to individuals who live or work in specific communities or are associated with select organizations. Summit Credit Union also offers online and mobile banking, financial education resources, and community support programs.

What are some common challenges faced by Member Service Representatives at Summit Credit Union and how can they effectively address them?

Member Service Representatives at Summit Credit Union often encounter challenges such as managing high transaction volumes during peak hours, addressing complex member inquiries, and maintaining accuracy in financial transactions. Effective communication, strong attention to detail, and a customer-focused mindset are essential for navigating these situations. Team collaboration and ongoing training provided by Summit Credit Union help staff stay informed about new products and policies, ensuring they deliver exceptional service even when handling challenging scenarios.
What cities are hiring for Summit Credit Union jobs? Cities with the most Summit Credit Union job openings:
Infographic showing various Summit Credit Union job openings in the United States as of June 2026, with employment types broken down into 50% Full Time, and 50% Temporary. Highlights an 100% In-person job distribution, with an average salary of $67,800 per year, or $32.6 per hour.
Financial Advisor - Summit Credit Union

Financial Advisor - Summit Credit Union

LPL Financial

Waukesha, WI • Hybrid

Full-time

Posted 21 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 65 frontline employees who took The Breakroom Quiz

115th of 138 rated financial services

Job description

Your career path should lead to real opportunity

LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit Credit Union in Waukesha, WI would allow you to join Summit Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the credit union's exceptional referral system
  • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union.

Tracking # 1-05026674


Pay Range:50000-75000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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