Member Solutions Specialist — Financial Guidance & Service

Clearwater Credit Union; Great Falls (MT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off (PTO)

Job summary

Clearwater Credit Union in Great Falls, MT, is seeking a Universal Associate to support members across the financial journey—from opening accounts to processing transactions and assisting with lending needs.

You will help members with self-service channels and provide guidance on Digital Banking, Phone Banking, Card Services, and ITM operations, while maintaining strong relationships and accuracy in daily tasks.

Qualifications

• Strong customer service focus.
• Excellent communication and teamwork.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Provide excellent service to internal and external members.
• Process cash and check transactions and open new accounts.
• Assist with lending functions including auto loans and loan officer referrals.
• Promote and educate members about Digital Banking, Phone Banking, Card Services, ITM operations.
• Maintain accurate member account records and balance end-of-day activities.

Skills

Customer service

Communication

Teamwork

Multi-tasking

Tools

Cash handling

Job description

Clearwater Credit Union in Great Falls, MT, is seeking a Universal Associate to support members across the financial journey—from opening accounts to processing transactions and assisting with lending needs.

You will help members with self-service channels and provide guidance on Digital Banking, Phone Banking, Card Services, and ITM operations, while maintaining strong relationships and accuracy in daily tasks.