Universal Associate

Clearwater Federal Credit Union•Great Falls, MT

2d•Onsite

About The Position

Clearwater Credit Union is Montana’s largest CDFI and the state’s second-largest credit union. As a values-based financial cooperative and member of the Global Alliance for Banking on Values (GABV), our mission and values guide both our strategy and our culture. We believe banking should be a force for good-for our members, our employees, and the communities we serve, and we empower our teams with the tools, voice, and trust needed to solve problems and make a meaningful impact. Clearwater Credit Union is accepting applications for a Universal Associate position. In this role you’ll support members across all aspects of their financial journey from advising about accounts and services to processing transactions, to assisting members with self-service channels. Universal Associates build strong relationships with current and prospective members while identifying opportunities to deepen engagement and contribute directly to the credit union’s strategic goals through exceptional service and financial guidance.

Requirements

Comfortable working in an open environment.
Strong communications skills.
Flexibility.
Team player.
Ability to provide exceptional service.
Ability to multi-task.
Ability to recognize needs.
Ability to create solutions.

Responsibilities

Provide internal and external members with excellent service.
Process cash and check transactions.
Open new accounts.
Assist with lending functions such as funding auto-decisioned loans, referring members to appropriate lending departments, and setting up appointments with loan officers.
Protect members and credit union from fraudulent activities.
Use financial services equipment to meet member needs and help with general maintenance of equipment.
Receive and make outgoing phone calls.
Work with multiple service channels to provide member satisfaction and education about Digital Banking, Phone Banking, Card Services, and ITM Operations.
Advise on account options, including opening and closing all types of accounts, maintaining member accounts, updating member account records, researching and solving member account issues, and referring members to credit counseling when needed.
Advise on financial solutions by educating members on products and services and referring based on individual needs, while staying knowledgeable about products and services.
Advise on service transactions, including empowering members to process their own transactions, processing member transactions and requests, managing ECR’s, ITM’s and ATM’s or other self-service solutions, and completing end-of-day balancing activities.
Follow all credit union policies and procedures, including compliance with state and federal laws and regulations.
Have reliable attendance and complete all assigned tasks.