Digital Member Relationship Specialist 1

Summit Credit Union • Village of Cottage Grove, WI

6d • Onsite

About The Position

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.

Requirements

• 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.
• Strong typing proficiency with speed and accuracy, paired with excellent grammar and clear, professional written communication skills

Nice To Haves

• 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.

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED