Partner with The Summit

Become a Member Group and Give Your Team More

Strategic value for employers. Valuable benefits for employees.

The Summit’s Member Group Program offers a full array of financial solutions for you, your employees and their families. Our program is a strategic solution for employers concerned about the well-being and productivity of their workforce.

Add The Summit to Your Employee Benefits Program Today!

We take the time to understand and tailor our approach to your organization’s unique needs and culture. Best of all, we handle the “heavy lifting” to make implementation easy and compatible with your business.

Benefits of Partnering with The Summit as a Member Group


  • Free, no-cost enhancement to your employee benefits program
  • Supports a positive corporate image, recruitment and retention
  • Fast, easy enrollment
  • Full curriculum of free financial seminars
  • Dedicated account management
  • Health, benefits and wellness fair support
  • Unlimited site visits to raise credit union awareness and assist employees
  • Employee home-ownership solutions
  • Ongoing savings and promotional opportunities
  • Health Savings Account (HSA) program to support your HDHP


  • Membership is available to employees and their entire family
  • Free checking with direct deposit1
  • Nationwide network of over 5,300 shared branches and 55,000 surcharge-free ATMs
  • Personalized one-on-one financial consultations
  • Mobile, online and telephone support services
  • Leading edge mobile and online technology including mobile apps for account access and more
  • Mortgage and Home Equity products including our Homebuyer Dream Program
  • Personalized one-on-one financial consultations
  • Wealth Management services

1 See our Rate and Fee Schedule for details.

Financial Education Programs

At The Summit, we want to help you understand the fundamentals of money management so you can make positive decisions and handle your finances effectively to assist you in reaching you goals. We offer a variety of presentations to our member groups for both in-person and online learning.

Contact Us Today!

If you would rather contact us directly, please email Tina Longwell, Sr. Business Relations Specialist, at or call (585) 453-7272 or (800) 836-7272.