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We are a member-owned financial cooperative that makes the world better by empowering women, and others, in building financial security, wealth and avoiding poverty in retirement
Summit makes managing money easier, more effective and more fun. With Summit, you can reduce financial stress and grow financial confidence, security and wealth. Together, we make the world better.
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Credit Unions are not banks. We are member-owned financial cooperatives. You can get a checking account or loan at either, so what difference does it make? A lot.
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A partner believes in your ability to succeed and supports your growth and well-being along the way. Looking for a great financial partner? You found us.
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Founded by the credit union movement as CUNA Credit Union in 1935, our 10 founding members included four women, a Black man and the leader of the credit union movement Roy Bergengren.
When big banks shut down or require government intervention, people across the country naturally begin to think about the safety and security of their money and their financial institutions. You’ve heard us reference “the credit union difference” and this is a great opportunity to show you exactly what that difference means when compared to banks.
Mission and Values
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We want to build a better, more equitable world and fulfill our mission o d Dreams enabled. Financial wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our values:
Honesty
Make Things Better
Respect Others
Be Fair/Create Equality
Care
GIVING BACK
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Because we want to create a better, more equitable world, we give back. We prioritize our financial giving to impact women’s financial wellness and provide scholarships, measurable savings to our members, including a patronage dividend. We partner with other organizations and put our award-winning financial education programs to work for members and the wider community. We give back to our shared environment, too, taking actions to live and work green and inspire others, too.
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We believe a strong community makes all our lives richer, so we partner with organizations that share our passion for financial wellbeing, women’s empowerment and advancing equity.
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For the benefit of all, we’ve partnered with the Urban League of Greater Madison, The Center for Black Excellence and Culture and One City Schools to help create a strong, thriving Madison.
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We give back through political advocacy for your right to belong to a not-for-profit, member-owned financial cooperative whose earnings benefit members and the community. You can, too!
Diversity in all its forms, along with equity and inclusion, make for a better credit union and a better world. We believe recognizing diversity, building equity and being inclusive help us improve the lives of our members, our employees and the communities we serve.
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LEADERSHIP & GOVERNANCE
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We’re a credit union, and that means the members of our Board of Directors are all members of Summit Credit Union, and they are nominated and elected by our members. We put our membership first and that benefits our members, our employees and the community.
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The positive impacts we make for members, employees and the community have brought some pretty amazing recognition that the Summit team and all our members can be proud to be part of.
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Our Board of Directors are all members of Summit and support our CEO and senior management team in their dedicated leadership on behalf of our members’ financial well-being.
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The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2022, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the