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.

Business Development Team

Michelle Shanks
Business Development Officer
Serving Western North Carolina
336-662-6257
Lindy Fuller
Business Development Officer
Serving Eastern North Carolina
336-662-6259
Glenn Kirk
EVP of Marketing and
Business Development
336-662-6255

 

Downloadable Forms
Newsletters

 

Seminars & Webinars

We host a number of educational seminars and webinars for our members throughout the year online, in some of our branch locations, and in some public spaces such as libraries.

Seminar & Webinar 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