Member Services & Financial Guidance Specialist

Clearwater Credit Union; Missoula (MT); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k) match

Paid volunteer time

Job summary

Clearwater Credit Union in Missoula, MT, is hiring a Universal Associate to support members across all aspects of their financial journey. The role includes advising on accounts, processing transactions, and assisting with lending and self-service channels.

Ideal candidates will provide exceptional service, multi-task effectively, and stay updated on product offerings. The credit union emphasizes community impact and a strong service culture with access to extensive benefits.

Qualifications

• Strong communication skills and a friendly, professional demeanor.
• Ability to multitask and prioritize in a fast-paced branch environment.
• Commitment to compliance with state and federal laws and credit union policies.
• Reliable attendance and responsive team collaboration.

Responsibilities

• Provide members with excellent service in person, over the phone, and through digital channels.
• Process cash and check transactions and open new accounts.
• Assist with lending functions: funding auto-decisioned loans and coordinating with loan officers.
• Protect members and the credit union from fraudulent activities and safeguard equipment.
• Balance end-of-day activities and maintain accurate member records.
• Educate members about products/services and refer to appropriate departments when needed.

Skills

Customer service

Cash handling

Account opening

Lending support

Fraud awareness

Multi-channel support

Job description

Clearwater Credit Union in Missoula, MT, is hiring a Universal Associate to support members across all aspects of their financial journey. The role includes advising on accounts, processing transactions, and assisting with lending and self-service channels.

Ideal candidates will provide exceptional service, multi-task effectively, and stay updated on product offerings. The credit union emphasizes community impact and a strong service culture with access to extensive benefits.