Business Partner Resources

Here are resources that will help you understand the full benefits or Summit Credit Union and relay that information to other employees.

Partnership Team

Michelle Shanks
Regional Partnership Manager
Serving Western North Carolina
336-662-6257
MichelleS@SummitCU.org

Lindy Fuller
Regional Partnership Manager
Serving Eastern North Carolina
336-662-6259
LindyF@SummitCU.org

 

Downloadable Forms

Newsletters

 

Workshops

We host a number of educational workshops for our members throughout the year online, at partnering employer facilities, in some of our branch locations, and in various public venues, such as libraries.

Workshop Topics

  • Auto Buying Made Easy
  • Auto & Homeowners Insurance
  • Benefits Made Easy
  • Credit Score
  • Employee Communications
  • Financial Pitfalls Facing College Students
  • Financial Recordkeeping
  • Fraud and Identity Theft
  • Healthy Finances
  • Home Buyer Education – Prepare Your Finances
  • Home Financing & Refinancing
  • Investing 101
  • Money Habitudes – Learn Your Inner-Self Attitude about Money
  • Money Management
  • Raise a Financially Savvy Kid
  • Social Security and Retirement
  • Social Security... If It's Gone, How Will You Retire?
  • Tax Law Changes That May Affect Your Heirs and Beneficiaries
  • Workplace Professionalism
  • Workplace Customer Service

Other topics may be available. To schedule a seminar or webinar for your company, please complete this brief form.

 

Printable Informational Fliers