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Financial Services Representative

2 months ago

Bozeman, Montana, United States Clearwater Federal Credit Union Full time
About the Role

Clearwater Federal Credit Union is a values-based organization that prioritizes serving its members and employees with the highest ethical standards. As a Contact Center Representative, you will play a crucial role in providing exceptional service to our members through various delivery channels.

Key Responsibilities
  • Member Support: Respond to member inquiries, resolve issues, and provide personalized guidance to address their needs.
  • Transaction Processing: Process member transactions, update records, and protect members and the credit union from fraudulent activities.
  • Product Knowledge: Stay up-to-date with credit union products and services, including changes and additions, to effectively refer members to relevant offerings.
  • Communication: Respond to online banking messages, emails, and chats in a timely and professional manner.
  • Team Collaboration: Interact with multiple departments daily, work within standardized guidelines, and take initiative to resolve problems or unique circumstances.
Success Factors
  • Embracing Our Mission: Demonstrate a strong understanding and commitment to the credit union's mission, values, and vision.
  • Adaptability: Possess versatility and flexibility to successfully service members and serve as a backup to other positions as required.
  • Problem-Solving: Exhibit creativity and resourcefulness to complete assigned duties without constant supervision.
  • Confidentiality: Understand and accept responsibility for access to confidential data.
About Us

Clearwater Federal Credit Union is an equal opportunity employer offering a comprehensive benefits package, including health insurance, PTO, 401(k) match, paid volunteer time, and more.