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Let's do more together 
We'll help you get to know where you're at financially, where you'd like to be and the steps you need to take to get there. 

Employee Benefits

 

MONEY WITHOUT REGRETS

Welcome to Financial Wellness for Employees by Summit, a free program of financial education and benefits that teaches you how to make good financial decisions. And feel confident about money.

LET’S DO MORE TOGETHER

We believe that anyone can be financially successful. Financial Wellness for Employees by Summit Credit Union is a program, sponsored by your employer, to help you live a financially successful life. We’ll help you get to know where you’re at financially, where you’d like to be and the steps you need to take to get there. Helping you secure a bright financial future is our highest goal. 

 

CUatWorkSteps

 

ENJOY THE PERKS

Financial Wellness for Employees by Summit Credit Union is a three-tiered program in which all the pieces work together for maximum results.

Financial education, coaching and planning:

  • Free financial coaching and education you can schedule right where you work

  • Exclusive on-demand financial education modules to help you improve your financial life, build savings, cut spending and get on track to accomplishing your financial goals.

  • $50 CASH1 when you open a checking account with a debit card, online banking and e-statements

  • $50 CASH2 with your next loan from Summit Credit Union

  • 50% OFF3 Red SHOES registration fee (a $17.50 value)

Rewards programs:

  • An annual cash payout – Our Cash Boomerang4 is just how it sounds – cash that comes right back to you, based on how much you save and borrow at Summit Credit Union in any given year.

  • Oodles of rewards – Qualifying members of our Oodles rewards program get monthly specials, free giveaways, prize drawings, loan discounts and deposit bonuses…join the fun!

WHAT YOU CAN EXPECT

Switching to Summit Credit Union can save you serious money. The average member household saves $2975 per year versus their previous banking relationship. But when you bundle your mortgage, checking account, and other services with Summit, those savings jump to $1,422.6

Beyond the numbers, you can expect to see gradual changes in your relationship with money and financial decisions. Strategy and planning will replace impulse when you buy and borrow. And that internal voice that regrets some financial decisions will disappear.

If that sounds good, why not join us and your fellow co-workers in Financial Wellness for Employees by Summit.

 

JOIN SUMMIT TODAY

 

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