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Universal Associate

Company: Clearwater Credit Union
Location: Missoula
Posted on: May 27, 2023

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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