Universal Banking Associate: Impactful Member Solutions

Clearwater Credit Union; Missoula (MT); On-site; USD 34,000 - 42,000; Full time

Benefits offered by this job

Health insurance

PTO

401(k) match

Paid volunteer time

Job summary

Clearwater Credit Union in Missoula, Montana seeks a Universal Associate to assist members across all financial needs, from accounts to transactions. You will engage with members, support self-service channels, and connect them with lending services as needed.

Expect to open and maintain member accounts, educate on digital channels, and help ensure accuracy and fraud prevention. This role emphasizes service excellence in a collaborative, community-focused environment.

Qualifications

• Experience in member services strongly preferred.
• Ability to handle cash accurately and securely.
• Strong communication and interpersonal skills.
• Familiarity with basic banking products and services.

Responsibilities

• Provide excellent service to members in person, over the phone, and digitally.
• Process cash and check transactions, open and close accounts.
• Assist with lending activities: auto loans, referrals, and scheduling with loan officers.
• Protect members and the credit union from fraud and errors.
• Guide members on Digital Banking, Phone Banking, Card Services, and ITM use.
• Maintain accurate member records and respond to inquiries promptly.

Skills

Customer service

Phone support

Cash handling

Account opening

Lending assistance

Education

High school diploma

Job description

Clearwater Credit Union in Missoula, Montana seeks a Universal Associate to assist members across all financial needs, from accounts to transactions. You will engage with members, support self-service channels, and connect them with lending services as needed.

Expect to open and maintain member accounts, educate on digital channels, and help ensure accuracy and fraud prevention. This role emphasizes service excellence in a collaborative, community-focused environment.