Financial Services Representative jobs in United States
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Altra Federal Credit Union · 1 day ago

Financial Services Representative

positionTrenton, New Jersey, United States
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions. We are seeking a motivated and professional Financial Service Representative to join our team, where they will combine financial service responsibilities with member service duties in a cashless office environment.

BankingCreditFinancial Services
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Culture & Values

Responsibilities

Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members
Analyze members’ needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options
Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals
Promote credit union products and services through conversations
Provide Notary services
Ensure compliance with all policies, procedures, and regulations
Serve as a liaison between members and the credit union, supporting overall branch operations

Qualification

Lending experienceCustomer serviceCredit union productsDigital banking toolsAttention to detailCommunication skillsInterpersonal skills

Required

High school diploma (or equivalent) required
A minimum one (1) year of banking, financial services, customer service or retail experience is required
Strong knowledge of credit union products, lending processes, and digital banking tools
Attention to detail and accuracy
Excellent communication and interpersonal skills with a passion for helping people

Preferred

Lending and sales experience would be helpful and preferred

Benefits

Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options.
Up to 6% Employer-matched 401(k) + additional 3% employer contribution.
Paid time off, volunteer time off, paid holidays, and your birthday off (paid)!
Employee-only perks and discounts.

Company

Altra Federal Credit Union

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Altra Federal Credit Union is a financial cooperative for all kinds of financial and banking services.
dateFounded in 1931
location
Onalaska, Wisconsin, USA
people-size201-500 employees
web-link
https://www.altra.org/

Funding

Current Stage
Growth Stage

Leadership Team

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Jack Peplinski
President/CEO
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Steve Koenen
President/CEO Altra Federal Credit Union
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