Partner with The Summit

Help your Employees Succeed Financially by Becoming a Member Group

The Summit’s Member Group Program is a complimentary program developed to help your employees improve their financial wellness. Offering “The Summit at Work” as part of your comprehensive employee benefits package is a no-cost way to provide your team with a valuable voluntary employee benefit. We provide your employees with the tools and resources needed to build savings, reduce debt, buy a home, and prepare for retirement.

Partner with us and your employees have immediate access to:

Free Financial Education & Wellness Programs

Our virtual and in-person financial education sessions can be customized to meet your needs and include both mini sessions (30-minutes) and full-length sessions (45 – 60-minutes) on relevant topics including Money Management, Fraud and Identity Theft, Understanding your Credit, Home buying and Wealth Management solutions.

Unlock these exclusive benefits for your employees today!

Please complete the form below or contact us directly via email to learn more.

Tina Longwell
Sr. Business Relations Specialist
longwell@summitfcu.org
Serving Greater Rochester and Buffalo companies

Kate Thompson
Business Relations Account Executive
kcthompson@summitfcu.org
Serving Seneca Falls, Syracuse, and Cortland companies

1. Please refer to the RoundUp Savings account Terms and Conditions at summitfcu.org/roundup-terms.
2. See our Rate and Fee Schedule for details.
3. The Homebuyer Dream Program® (HDP®) is a registered trademark of the Federal Home Loan Bank of New York (FHLBNY). Additional program details regarding the HPD are available on the FHLBNY’s website at https://www.fhlbny.com/community/housing-programs/hdp/.

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value