Contact Center Member Relationship

Summit Credit Union; Town of Cottage Grove (WI); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Retirement savings plan with employer

Paid time off and holidays

Employee wellness programs

Tuition reimbursement

Career advancement opportunities

Job summary

Summit Credit Union is hiring a Contact Center Member Relationship Specialist in Cottage Grove, WI. You’ll engage members by phone and video, build rapport, and tailor financial solutions that help improve their well-being.

This role requires excellent communication, multitasking, and a customer-first mindset. Join a collaborative team with comprehensive benefits and opportunities for growth in a hybrid work setting.

Qualifications

• Passion for service and ability to build relationships.
• 2+ years in customer service, call centers, or financial environments.
• Strong written and verbal communication skills.
• Ability to multitask and stay organized in a busy setting.
• Basic to intermediate Microsoft Office skills and comfort with digital tools.
• High school diploma or equivalent is required.
• Spanish fluency is preferred.

Responsibilities

• Serve members with excellence via phone and video—voice calls and video are top priority.
• Build trust and rapport by understanding members’ needs and recommending products and solutions that strengthen financial well-being.
• Solve problems creatively and go above and beyond to exceed expectations.
• Take ownership of member situations, follow up as promised, and help improve service.
• Work collaboratively as part of a dynamic Contact Center team.
• Adapt and respond to changing priorities in a fast-paced environment.

Skills

Customer service

Communication skills

Multitasking

MS Office

Spanish (preferred)

Education

High school diploma or equivalent

Job description

Posting Details

• Posted on November 10, 2026

Showing 1 location

• Cottage Grove, WI 53527, USA
• Hybrid
• Contact Ctr Sales & Serv
• Full-Time
• Requisition #: CONTA004590

Description

Join Summit Credit Union as a Contact Center Member Relationship Specialist!

Do you love helping people? Are you energized by a fast-paced environment where every day brings new opportunities to make a difference? If so, Summit Credit Union wants you on our team!

What You’ll Do:

• Serve members with excellence via phone and video—voice calls and video are your top priority!
• Build trust and rapport by understanding members’ needs and recommending products and solutions that strengthen their financial well‑being.
• Solve problems creatively and go above and beyond to exceed expectations.
• Take ownership of member situations, follow up as promised, and help us continually improve our service.
• Work collaboratively as part of a dynamic Contact Center team.
• Adapt and respond to changing situations and multiple priorities in a fast-paced work environment.

What You Bring:

• A passion for service and a knack for building relationships.
• Experience in customer service, call centers, or financial environments (minimum two years preferred).
• Strong communication skills—both written and verbal.
• Ability to multitask and stay organized in a busy setting.
• Basic/intermediate Microsoft Office skills and comfort with digital tools.
• High school diploma or equivalent required.
• Preferred if you speak Spanish fluently

Why Summit?

• Supportive, inclusive culture—we’re people helping people!
• Opportunities for growth, training, and development
• Saturday hours required on a rotational basis
• Comprehensive benefits package, including:
  • Health, dental, and vision insurance
  • Retirement savings plan with employer match
  • Paid time off and holidays
  • Employee wellness programs
  • Tuition reimbursement
  • Career advancement opportunities

Required Statement Sections

• Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, 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. Travel to branches requires exposure to outdoor and traffic conditions.
• Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.).
• EEO Statement: 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.