Summit Credit Union is dedicated to helping members achieve their financial goals through a range of services including checking and savings accounts, credit cards, and home loans. They provide financial guidance, education, tools, and one-on-one coaching to empower individuals on their financial journey. Membership is open to everyone and lasts a lifetime, ensuring support through various life changes. Customers consistently praise the exceptional service at Summit, particularly highlighting the staff at the Oconomowoc branch. One member noted the thoroughness and helpfulness of a staff member during the process of closing on a Home Equity Line of Credit (HELOC) and transferring accounts. Another shared a positive experience with the same staff member while opening a checking account for a teenager, appreciating her patience and informative nature. Overall, members express satisfaction with the seamless transition from other banks and the supportive environment at Summit, making it a trusted choice for personal and business banking needs. However, there are some concerns about the difficulty in reaching a real person when calling customer service.
Pedro never gives up on the customer. We did a complicated HELOC and he was tremendous every step of the way!
April 2026
My transaction was a bit tedious. Pedro and Rachel were very patient. My IRA transactions went smooth. Both very patient and professional. Thank you both for all your help!
April 2026
Every visit i am always greeted professionally right away. My needs are met right away. And i feel confident when leaving about my experience everytime. Rachell goes above and beyound with all my personal banking needs and questions. Rhea is always super pleasant when entering and getting me to the right person.
