Financial Services Representative

3 weeks ago


Missoula, Montana, United States Clearwater Credit Union Full time

Clearwater Credit Union is a leading financial institution in Montana, seeking a skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service and support to our members.

This role offers a competitive salary of $55,000 - $65,000 per year, depending on experience. In addition to a stable income, we offer a comprehensive benefits package, including health insurance, paid time off, and a 401(k) matching program.

Your primary responsibilities will include:

  • Providing personalized financial solutions to members, including account opening, loan applications, and investment services.
  • Assisting with transactions, such as deposits, withdrawals, and transfers.
  • Maintaining accurate records and reporting any discrepancies or issues to management.
  • Collaborating with colleagues to ensure seamless customer experiences and efficient branch operations.

To succeed in this role, you should possess excellent communication skills, a strong work ethic, and the ability to multitask in a fast-paced environment.



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