Smiling businessman looking at each other and shaking hands with new partner

A Great Way to Give Your Team More

Valuable benefits for employees and their families. Strategic value and high returns for the employer.

The Summit employee benefit solution brings a full array of financial solutions to the workplace at no cost to the employer! In addition to the gift of “ownership” and highly valuable benefits to employees and their families, The Summit is also a strategic solution for employers who are concerned about the well-being and productivity of their workforce.

Add The Summit to Your Employee Benefits Program

Offering The Summit is Easy!

Every organization is unique, so we take the time to understand your needs and tailor our approach to complement the culture of your organization. Best of all, we do all of the “heavy lifting” to make the implementation process easy and compatible with your business.

Benefits of Partnering with The Summit


  • Free, no-cost enhancement to your employee benefit program

  • Supports a positive corporate image, recruitment, and retention

  • Fast, easy enrollment

  • Full curriculum of free financial seminars

  • Dedicated account management

  • Health, benefit and wellness fair support

  • Unlimited site visits to raise credit union awareness and assist member-employees

  • Employee Home Ownership Solutions

  • Ongoing savings and promotional opportunities


  • Membership is available to the entire family

  • Free checking with direct deposit1

  • Nationwide shared-branch network and surcharge-free ATMs

  • Personalized one-on-one financial consultation

  • Mobile, online and telephone support services

  • Free smartphone app, Mobile Check Deposit and many other sophisticated, leading-edge capabilities

  • Mortgage products to meet your needs including Homebuyer Dream Program

  • Retirement and investment planning

1 See our Rate and Fee Schedule for details.

Financial Education Programs

At The Summit, we’re somewhat unique in our desire to help you understand the fundamentals of financial services and money management so you can make positive decisions and handle your finances effectively. Check out these presentations for valuable information you can use starting today.

These presentations and information are available at no cost to you and are provided as an educational and informative service to both our members and member companies. For more information, please call (585) 453-7272 or (800) 836-7328 extension 7272.

Contact Us Today

Or, if you would like to contact us directly, please contact Tina Longwell, Sr. Business Relations Specialist, at or (585) 453-7272 or (800) 836-7328, extension 7272.