Part-Time Member Services Associate - Financial Guidance

Automatic Data Processing, Inc.; Bozeman (MT); Vor Ort; USD 21.000 - 30.000; Teilzeit

Benefits dieser Stelle

Health insurance

PTO

401(k) match

Paid volunteer time

Zusammenfassung

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

Responsibilities include opening and closing accounts, funding auto-loans, researching member options, and balancing end-of-day activities. A collaborative, service‑oriented team environment is emphasized with strong communication skills

Qualifikationen

• Experience in financial services is preferred.
• Excellent interpersonal and communication skills.
• Ability to multitask in a dynamic environment.

Aufgaben

• Provide friendly, accurate service to members in person and over the phone.
• Process cash and check transactions and balance at end of day.
• Open new accounts and educate members on products and services.
• Assist with lending functions, including loan applications and referrals to lending staff.
• Support multiple service channels (digital banking, phone banking, ITM) and educate members.

Kenntnisse

Customer service

Cash handling

Communication

Team player

Jobbeschreibung

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

Responsibilities include opening and closing accounts, funding auto-loans, researching member options, and balancing end-of-day activities. A collaborative, service‑oriented team environment is emphasized with strong communication skills