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Career Opportunities

Clearwater Credit Union is always looking for talented, purpose-driven co-workers. Check out our current credit union job opportunities and apply today.

Picture of staff at Clearwater member meeting

Available Positions

Consumer Loan Officer - Bozeman, MT

Are you looking for a role that empowers you to help others and create a worthwhile impact on your local community? Clearwater Credit Union is accepting applications for a full-time Consumer Loan Officer in Bozeman, MT. In this role, you will build positive relationships with Clearwater members, being a resource of information and assisting with their lending needs, while building strong relationships within the community. This exciting, high impact position comes with awesome benefits and a great work environment. 

A successful applicant must be goal oriented and have excellent interpersonal, written, and verbal communication skills.  Strong attention to detail is needed, along with a commitment to gaining knowledge of the credit union philosophy, products, and services. This fast-paced environment requires a strong attention to detail and the ability to make informed, rational lending decisions based on policy and procedure.  Commitment to recognizing needs and creating solutions is required, to positively impact the financial lives of our members.

Qualified candidates will have excellent customer service skills and strong computer skills. One to three years of lending experience is preferred. Bilingual Spanish/English is a plus.     

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!

Interested? Apply Today

Company is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time, and more!

Contact Center Representative - Bozeman, MT

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.

This in branch Contact Center Representative position provides direct member support with Audio, Video, Chat, and other delivery channels by completing transactions and requests and being a source of information for members.

Essential Functions & Responsibilities

  • Skilled at answering Audio and Video calls 
  • Completes outbound phone calls
  • Comfortable and efficient using Chat
  • Provides personalized guidance to address all the member’s needs
  • Comfortable using multi-engagement channels to assist members
  • Responds to all incoming chats
  • Answers all emails from website and ones directed to Contact Center email addresses
  • Responds to all online banking messages
  • Solve member account problems
  • Update member records
  • Process member transactions and other member requests
  • Protects members and credit union from fraudulent activities
  • Proficient use of technology
  • Refer products and services based on identified member need
  • Knowledge of products and services, including staying up to date with changes and additions
  • Provide internal and external members with excellent service
  • Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation
  • Reliable attendance and completion of tasks

Success Factors/Job Competencies

  • Embrace the Mission, Values, and Vision of the Credit Union.
  • Ability to interact with more than one department daily.
  • Ability to work within precise standardized guidelines with some latitude to make decisions and take initiative to resolve problems or unique circumstances.
  • Ability to possess versatility and flexibility to successfully service our members and serve as a back up to other positions as required.
  • Ability to possess the creativity and resourcefulness required to successfully complete assigned duties without constant supervision.
  • Ability to understand and follow moderately complex written and oral instructions.
  • Ability to express oneself clearly and concisely, both orally and in writing.
  • Ability to accept responsibility for access to confidential data.

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!

Interested? Apply Today

Company is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time, and more!

Universal Associate - Bozeman, MT

 
 
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 in Bozeman, MT. 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 service
  • Provides services to members in the following areas
    • Cash and Check Transactions
    • Opening New Accounts
    • Assist with Lending Functions
      • Fund Auto-decisioned Loans (non-collateral consumer Loans)
      • Refer members to appropriate lending department and set up appointments with loan officers
  • Protects members and credit union from fraudulent activities
  • Use financial services equipment to meet member need(s); 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
    • Online Banking
    • Mobile Banking
    • Phone Banking
    • Card Services
    • ITM Operation
  • Advise on account options
    • Open and close accounts all types of accounts offered at the Credit Union
    • Maintain member accounts
    • Update member account records
    • Research and solve member account options and issues
    • Refer members to more in-depth credit counseling and resolution when needed
  • Advise on sales solutions
    • Educate members on products and services and refer based on individual member(s) needs
    • Knowledge of products and services, including staying up to date with changes and additions
  • Advise on service transactions
    • Empower members to process their own transactions
    • Process member transactions and other member requests
    • Manage ECR’s, ITM’s and ATM’s or any other self-service solution
    • Complete end-of-day balancing activities
  • Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation 
  • Reliable 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!

Interested? Apply Today

Company is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time, and more!

Universal Associate - Southside Branch

 
 
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 in Missoula, MT. 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 service
  • Provides services to members in the following areas
    • Cash and Check Transactions
    • Opening New Accounts
    • Assist with Lending Functions
      • Fund Auto-decisioned Loans (non-collateral consumer Loans)
      • Refer members to appropriate lending department and set up appointments with loan officers
  • Protects members and credit union from fraudulent activities
  • Use financial services equipment to meet member need(s); 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
    • Online Banking
    • Mobile Banking
    • Phone Banking
    • Card Services
    • ITM Operation
  • Advise on account options
    • Open and close accounts all types of accounts offered at the Credit Union
    • Maintain member accounts
    • Update member account records
    • Research and solve member account options and issues
    • Refer members to more in-depth credit counseling and resolution when needed
  • Advise on sales solutions
    • Educate members on products and services and refer based on individual member(s) needs
    • Knowledge of products and services, including staying up to date with changes and additions
  • Advise on service transactions
    • Empower members to process their own transactions
    • Process member transactions and other member requests
    • Manage ECR’s, ITM’s and ATM’s or any other self-service solution
    • Complete end-of-day balancing activities
  • Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation 
  • Reliable 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!

Interested? Apply Today

Company is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time, and more!

Contact Center Representative - Southside Branch

 

PART TIME

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.

The in-branch Contact Center Representative position helps members with their financial needs through various technologies, including telephone, email, web, and chat, etc. Qualified applicants must be a team player, have strong communication skills, enjoy working in a fast paced environment and interacting with people over the phone. Comfort with technology, the ability to multi-task, and the ability to provide exceptional customer service is a must. Applicants should also be comfortable problem solving and have the ability to learn quickly.

Essential Functions & Responsibilities

  • Answer incoming phone calls
  • Completes outbound phone calls
  • Responds to all incoming chats
  • Answers all emails from website and ones directed to Contact Center email addresses
  • Responds to all online banking messages
  • Solve member account problems
  • Update member records
  • Process member transactions and other member requests
  • Protects members and credit union from fraudulent activities
  • Proficient use of technology
  • Refer products and services based on identified member need
  • Knowledge of products and services, including staying up to date with changes and additions
  • Provide internal and external members with excellent service
  • Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation
  • Reliable attendance and completion of tasks

Success Factors/Job Competencies

  • Embrace the Mission, Values, and Vision of the Credit Union.
  • Ability to interact with more than one department daily.
  • Ability to work within precise standardized guidelines with some latitude to make decisions and take initiative to resolve problems or unique circumstances.
  • Ability to possess versatility and flexibility to successfully service our members and serve as a back up to other positions as required.
  • Ability to possess the creativity and resourcefulness required to successfully complete assigned duties without constant supervision.
  • Ability to understand and follow moderately complex written and oral instructions.
  • Ability to express oneself clearly and concisely, both orally and in writing.
  • Ability to accept responsibility for access to confidential data.

Clearwater Federal 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!

Interested? Apply Today

Company is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time, and more!

Universal Associate - Butte, MT

 
 
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 service
  • Provides services to members in the following areas
    • Cash and Check Transactions
    • Opening New Accounts
    • Assist with Lending Functions
      • Fund Auto-decisioned Loans (non-collateral consumer Loans)
      • Refer members to appropriate lending department and set up appointments with loan officers
  • Protects members and credit union from fraudulent activities
  • Use financial services equipment to meet member need(s); 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
    • Online Banking
    • Mobile Banking
    • Phone Banking
    • Card Services
    • ITM Operation
  • Advise on account options
    • Open and close accounts all types of accounts offered at the Credit Union
    • Maintain member accounts
    • Update member account records
    • Research and solve member account options and issues
    • Refer members to more in-depth credit counseling and resolution when needed
  • Advise on sales solutions
    • Educate members on products and services and refer based on individual member(s) needs
    • Knowledge of products and services, including staying up to date with changes and additions
  • Advise on service transactions
    • Empower members to process their own transactions
    • Process member transactions and other member requests
    • Manage ECR’s, ITM’s and ATM’s or any other self-service solution
    • Complete end-of-day balancing activities
  • Follows all credit union policies and procedures, including being compliant with state and federal laws and regulation 
  • Reliable 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!

Interested? Apply Today

Company is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time, and more!

Our Application Process

Applying for a new role can be intimidating. We want to make it as easy and transparent as possible while ensuring that we’re a good fit for each other. Here’s what you can expect during the application process, as well as some tips on how to stand out.

Step 1: Apply

Submitting an online application is the first step. Please pay careful attention to the job description to determine if you should submit additional documents, such as a resume or cover letter. A good cover letter can help you stand out from other candidates.

Get Resume Writing Tips

Writing a Successful Cover Letter

Step 2: Screening

We’ll review your application and any accompanying information to assess your initial fit for the role. Based on each candidate’s qualifications, skills, and experience, we compile a short list of applicants to begin interviews.

Because we respect you and your time, we will notify you if we do not select you for an interview.

Step 3: Interview

Typically, the hiring manager and a member of our People Solutions team will conduct your interview. Depending on your location, your interview may be in person or virtual.

During the interview, we’ll dive into your background, gain a better understanding of your skills, and assess your cultural fit. This step also includes more technical or job-specific questions so the hiring manager can assess your fit for the role.

This is also your time to ask your questions about the job so you can determine if the position, our company, and our culture are right for you.

In some cases, the hiring manager may want to complete a follow-up interview to help ensure they select the best candidate for their team.

Interview Questions That Get You Noticed

Step 4: Assessment or Task

Depending on the position, we may request you complete additional online assessments or a specific task associated with the position. These tools help the hiring manager to select the final candidate.

Step 5: Decision

Once the hiring manager reaches a decision, our People Solutions team will make you a job offer, which will include your proposed salary and an overview of our benefits package so you can make an informed decision.

If you accept, we ask most positions to begin employment within two to three weeks.

Because we respect you and your time, we will notify you if you are not selected.

Career Center Resources

Check out these suggested articles from our Career Center to help you strengthen your interview skills and improve your chances of landing the career you want.

Cracking the Code: Interview Tips

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6 Steps to Make Virtual Interviews a Breeze

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7 Must-Ask Questions for Your Next Interview

One of the top reasons employers give for not hiring a candidate is that they didn’t ask enough, or any, questions. Learn the seven must-ask questions that can get you noticed.

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