Part-Time Member Services & Financial Guidance Specialist

Clearwater Credit Union; Bozeman (MT); Vor Ort; USD 21.000 - 30.000; Teilzeit

Benefits dieser Stelle

Health insurance

PTO

401(k) match

Volunteer time

Zusammenfassung

Clearwater Credit Union in Bozeman, MT is seeking a Part Time Universal Associate to assist members across the financial journey. You will open accounts, process transactions, advise on products, and support lending functions, while upholding security and compliance.

This role emphasizes service excellence in a collaborative team, with opportunities to grow and contribute to community impact. The position requires strong communication, adaptability in an open environment, and a customer-first

Qualifikationen

• Provides excellent member service and guidance across financial products.
• Must communicate clearly and professionally with members.
• Ability to assist across multiple service channels (in-branch, phone, digital).

Aufgaben

• Provide internal and external members with excellent service.
• Process cash and check transactions and open new accounts.
• Assist with lending functions such as funding auto-decisioned loans and referring to lending department.
• Protect members and credit union from fraudulent activities.
• Handle self-service channels and ITM operations.
• Answer incoming calls and make outgoing calls.
• Advise on account options and product offerings.
• Maintain and balance daily transactions.
• Ensure compliance with policies and regulations.

Kenntnisse

Customer service

Communication skills

Teamwork

Multi-tasking

Jobbeschreibung

Clearwater Credit Union in Bozeman, MT is seeking a Part Time Universal Associate to assist members across the financial journey. You will open accounts, process transactions, advise on products, and support lending functions, while upholding security and compliance.

This role emphasizes service excellence in a collaborative team, with opportunities to grow and contribute to community impact. The position requires strong communication, adaptability in an open environment, and a customer-first