Universal Associate

Job Description

Job Description

Clearwater Credit Union is the largest CDFI and second largest credit union in Montana. We are values-based and are part of the Global Alliance for Banking on Values (GABV). Our values drive our strategic plan and shape our company culture. Our organizational culture is to accept the responsibility to serve our co-workers and members at the highest ethical standards. And in doing so, we work hard to provide both with the tools to succeed, a voice in decision-making, and the power to solve problems. Our mission is to be a force for good in banking, in the communities we serve, and in the lives of our members.

We are accepting applications for a Universal Associate position in Missoula, MT. This role is responsible for assisting members with all aspects of their financial needs. The role is all-encompassing and requires the Universal Associate to advise all members on account options, sales solutions, service transactions, consumer loans, self-service channels and high-level budgeting. The Universal Associate builds positive relationships with current and potential members and directly contributes to the success of the Credit Union’s strategic goals, by recognizing and detecting opportunities to build a deeper relationship with the member.

Essential Functions & Responsibilities :

• Provides internal and external members with excellent service
• Provides services to members in the following areas

Cash and Check Transactions

Fund Auto-decisioned Loans (non-collateral consumer Loans)

Online Banking

Open and close accounts all types of accounts offered at the Credit Union

Educate members on products and services and refer based on individual member(s) needs

Empower members to process their own transactions

Applicants must be comfortable working in an open environment, have strong communications skills, be flexible, and be a team player. Additional requirements include; ability to provide exceptional service, multi-task, recognize needs and create solutions.

Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!