Clearwater Credit Union · 5 hours ago
Universal Associate
Butte, MT, Butte, MT, US
Full-time
Onsite
New Grad, Entry LevelClearwater Credit Union is Montana’s largest CDFI and the state’s second-largest credit union. They are seeking a Universal Associate to support members across all aspects of their financial journey, providing excellent service and financial guidance while building strong relationships with current and prospective members.
BankingFinancial ServicesNon Profit
Responsibilities
Provide internal and external members with excellent service
Provide services to members in the following areas: Processing cash and check transactions, Opening new accounts, Assisting with lending functions such as: Funding auto-decisioned loans., Referring members to appropriate lending department., Setting up appointments with loan officers
Protect members and credit union from fraudulent activities
Use financial services equipment to meet member needs; help with general maintenance of equipment
Receive incoming phone calls; make outgoing phone calls
Work with multiple service channels to provide member satisfaction and education about Digital Banking, Phone Banking, Card Services, ITM Operations
Advise on account options, including: Opening and closing all types of accounts offered., Maintaining member accounts., Updating member account records., Researching and solving member account options and issues., Referring members to more in-depth credit counseling and resolution, when needed
Advise on financial solutions including: Educating members on products and services and refer based on individual member(s) needs., Being knowledgeable about products and services, including staying up to date with changes and additions
Advise on service transactions, including: Empowering members to process their own transactions., Processing member transactions and other member requests., Managing ECR’s, ITM’s and ATM’s or any other self-service solution., Completing end-of-day balancing activities
Follow all credit union policies and procedures, including being compliant with state and federal laws and regulations
Have reliable attendance and complete all assigned tasks
Qualification
Required
Provide internal and external members with excellent service
Provide services to members in the following areas: Processing cash and check transactions, Opening new accounts, Assisting with lending functions such as: Funding auto-decisioned loans, Referring members to appropriate lending department, Setting up appointments with loan officers
Protect members and credit union from fraudulent activities
Use financial services equipment to meet member needs; help with general maintenance of equipment
Receive incoming phone calls; make outgoing phone calls
Work with multiple service channels to provide member satisfaction and education about Digital Banking, Phone Banking, Card Services, ITM Operations
Advise on account options, including: Opening and closing all types of accounts offered, Maintaining member accounts, Updating member account records, Researching and solving member account options and issues, Referring members to more in-depth credit counseling and resolution, when needed
Advise on financial solutions including: Educating members on products and services and refer based on individual member(s) needs, Being knowledgeable about products and services, including staying up to date with changes and additions
Advise on service transactions, including: Empowering members to process their own transactions, Processing member transactions and other member requests, Managing ECR's, ITM's and ATM's or any other self-service solution, Completing end-of-day balancing activities
Follow all credit union policies and procedures, including being compliant with state and federal laws and regulations
Have reliable attendance and complete all assigned tasks
You must be comfortable working in an open environment, have strong communications skills, be flexible, and be a team player
Additional requirements include the ability to provide exceptional service, multi-task, recognize needs, and create solutions
Benefits
Health insurance
PTO
401(k) match
Paid volunteer time
More
Company
Clearwater Credit Union
Clearwater Credit Union is a provider of banking and financial services.
Founded in 1956
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jack Lawson
President & Chief Executive Officer
Deborah Colby
Chief Marketing Officer
Recent News
Company data provided by crunchbase