Universal Associate
Company: Clearwater Credit Union
Location: Missoula
Posted on: May 27, 2023
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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. 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 serviceProvides services to members
in the following areasCash and Check TransactionsOpening New
AccountsAssist with Lending FunctionsFund Auto-decisioned Loans
(non-collateral consumer Loans)Refer members to appropriate lending
department and set up appointments with loan officersProtects
members and credit union from fraudulent activitiesUse financial
services equipment to meet member need(s); help with general
maintenance of equipmentReceive incoming phone calls; Make outgoing
phone callsWork with multiple service channels to provide member
satisfaction and educationOnline BankingMobile BankingPhone
BankingCard ServicesITM OperationAdvise on account optionsOpen and
close accounts all types of accounts offered at the Credit
UnionMaintain member accountsUpdate member account recordsResearch
and solve member account options and issuesRefer members to more
in-depth credit counseling and resolution when neededAdvise on
sales solutionsEducate members on products and services and refer
based on individual member(s) needsKnowledge of products and
services, including staying up to date with changes and
additionsAdvise on service transactionsEmpower members to process
their own transactionsProcess member transactions and other member
requestsManage ECR's, ITM's and ATM's or any other self-service
solutionComplete end-of-day balancing activitiesFollows all credit
union policies and procedures, including being compliant with state
and federal laws and regulationReliable attendance and completion
of tasks 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!
Keywords: Clearwater Credit Union, Missoula , Universal Associate, Other , Missoula, Montana
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here to apply!
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