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Summit Sales Jobs in Wisconsin (NOW HIRING)

Summit Credit Union

Financial Advisor

Waukesha, WI

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 Summit Credit Union ...

Summit Credit Union

Financial Advisor

Baraboo, WI

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 Summit Credit Union ...

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

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 Summit Credit Union ...

Summit Credit Union

Financial Advisor

Baraboo, WI · On-site

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 Summit Credit Union ...

Summit Credit Union

Financial Advisor

Waukesha, WI · On-site

$60 - $90/hr

... sales experience ***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 ...

Summit Credit Union

Bilingual Member Service Teller

Monona, WI · On-site

$16.50 - $20.75/hr

... sales experience (prior bank or credit union preferred), is outgoing with outstanding communication skills, the ability to multi-task, and a passion for helping people. Summit offers excellent ...

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Summit Sales information

What is a Summit Sales?

Summit Sales refers to a role or department within a company focused on achieving high-level sales targets, often through strategic planning and relationship-building with key clients. Professionals in Summit Sales are responsible for overseeing major accounts, negotiating large contracts, and driving revenue growth through top-tier sales initiatives. The role typically requires strong communication skills, deep industry knowledge, and the ability to identify and capitalize on new business opportunities.

What are the key skills and qualifications needed to thrive as a Summit Sales representative, and why are they important?

To thrive as a Summit Sales Representative, you need strong sales acumen, deep product knowledge, and a proven track record in business development, typically backed by a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce, digital communication tools, and data analytics platforms is essential. Outstanding interpersonal skills, resilience, and persuasive communication set top performers apart in this competitive environment. These skills and qualities are crucial for building client relationships, meeting sales targets, and driving company growth in high-stakes summit sales scenarios.

What are some common challenges faced by Summit Sales professionals, and how can they overcome them?

Summit Sales professionals often encounter challenges such as managing a high volume of leads, meeting ambitious sales targets, and adapting to rapidly changing product offerings. Success in this role typically depends on strong organizational skills, effective time management, and the ability to quickly build rapport with clients. Collaborating closely with marketing teams and leveraging CRM tools can help streamline processes and improve conversion rates. Additionally, ongoing training and regular feedback from managers are valuable resources for overcoming obstacles and achieving consistent sales growth.

What is the difference between Summit Sales vs Sales Representative?

AspectSummit SalesSales Representative
Required CredentialsHigh school diploma or equivalent; sales trainingHigh school diploma; sales training often preferred
Work EnvironmentField sales, client meetings, trade showsOffice-based, client visits, retail or B2B settings
Industry UsageCommon in outdoor, event, or specialized salesWidespread across retail, B2B, and consumer sales

Summit Sales roles typically involve specialized or outdoor sales activities requiring specific training, while Sales Representatives often work in retail or office settings with broader sales responsibilities. Both roles focus on client engagement but differ in environment and scope.

What are popular job titles related to Summit Sales jobs in Wisconsin?

For Summit Sales jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Summit Sales jobs in Wisconsin look for?

The top searched job categories for Summit Sales jobs in Wisconsin are:

What cities in Wisconsin are hiring for Summit Sales jobs?

Cities in Wisconsin with the most Summit Sales job openings:

Summit Sales jobs near you
Infographic showing various Summit Sales job openings in Wisconsin as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution.

Video Teller - Part time 30

Summit Credit Union

Cottage Grove, WI • On-site

$15.25 - $19/hr

Part-time

Medical, Retirement, PTO

Re-posted 17 days ago

Summit Credit Union rating

7.7

Company rating: 7.7 out of 10

Based on 16 frontline employees who took The Breakroom Quiz

Job description

Do you love helping people and making their day better? At Summit Credit Union, we're not just about transactions-we're about transformation. We're looking for a passionate individual to join our team as a Video Teller, where you'll connect with members in real time, solve problems, and make managing money easier, more effective, and yes-more fun!
What You'll Do:
  • Be the friendly face (via video!) that members trust for everyday banking.
  • Process transactions with accuracy and efficiency.
  • Spot opportunities to improve members' financial lives and refer them to teammates who can help.
  • Use multi-factor authentication to keep our members safe.

Hit service and sales goals with the help of structured training and coaching.
What Success Looks Like:
  • Members leave every interaction feeling supported, informed, and empowered.
  • You build long-term relationships that turn everyday service into lasting loyalty.
  • You grow professionally through development opportunities and career enrichment.
  • You help us stay compliant with regulations.
What You Bring:
    • High school diploma or equivalent.
    • At least one year of customer service or sales experience.
    • Strong interpersonal skills and a positive, professional demeanor.
    • Basic Microsoft Office and math skills.
    • Bilingual in Spanish is a bonus!
Perks:
  • Excellent health insurance
  • Student Loan Payback
  • Tuition reimbursement
  • 401K with match
  • Career development opportunities
  • Excellent PTO, plus paid volunteer time and holidays
Why Summit?
We believe different makes us better. Summit Credit Union is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Ready to Be the Face of Summit?
Apply today and help us make financial wellness accessible, engaging, and personal-one video call at a time.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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