Member Experience Universal Associate

Clearwater Federal Credit Union; Missoula (MT); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k) match

Volunteer time off

Job summary

Clearwater Credit Union in Missoula, MT is seeking a Universal Associate to assist members with accounts, services, and transactions across multiple channels. You will help members open and manage accounts, advise on financial options, and support lending processes as part of a collaborative team.

The role emphasizes strong communication, reliable attendance, and a commitment to a values-based banking approach that serves members and the community.

Qualifications

• Provide excellent service to members across multiple channels.
• Assist with financial guidance and account options.
• Balance and process daily transactions accurately.

Responsibilities

• Process cash and check transactions.
• Open new accounts and update records.
• Assist with lending functions including auto-loan funding.
• Identify fraud risks and protect members.
• Support self-service channels (Digital Banking, ITM, ATM).
• Answer member inquiries by phone and in person.
• Balance end-of-day activities and reconcile records.

Skills

Customer service

Cash handling

Account opening

Cross-selling

Communication

Job description

Clearwater Credit Union in Missoula, MT is seeking a Universal Associate to assist members with accounts, services, and transactions across multiple channels. You will help members open and manage accounts, advise on financial options, and support lending processes as part of a collaborative team.

The role emphasizes strong communication, reliable attendance, and a commitment to a values-based banking approach that serves members and the community.