Digital Member Relationship Specialist 1

As a Digital Member Relationship Specialist 1, you’ll be the friendly digital face of Summit Credit Union—providing prompt, courteous, and thorough assistance to members and potential members through various digital channels. You’ll promote our products, offer financial solutions, and build long-term relationships that make a real difference in people’s lives.

Essential Functions

• Assist members via digital platforms with professionalism and care.
• Recommend products and services that improve members’ financial well-being.
• Follow up with members to ensure satisfaction and resolution.
• Collaborate with internal teams to meet service and sales goals.
• Uphold compliance with BSA, OFAC, and the USA Patriot Act.

Additional Functions: 

• Members feel supported, valued, and empowered.
• You provide accurate, one-touch resolutions.
• You contribute to a collaborative, goal-driven team.
• You grow professionally through development opportunities.

Job Specifications

• High school diploma or equivalent.
• Strong written communication and customer service skills.
• Financial Experience 
• Ability to adapt in a fast-paced, digital-first environment.
• Familiarity with self-service tools and Microsoft Office.
• Basic math skills for financial calculations.

Why Summit:

• We’re a Top Workplace in Wisconsin and nationally recognized.
• 44% of our roles are filled internally—your growth matters here.
• We’re committed to your well-being and career development.
• You’ll be part of a team that’s excited, motivated, and optimistic.

 

Physical Demands of Position

While performing the duties of this job, the employee is continuously required to sit or stand at a desk, 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. Saturday hours required on a rotational basis.

 

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.

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.