Financial Services Representative - Winona MN

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 (FSR) to join our team in Winona MN!

The Financial Services Representative serves as the face of our credit union, assisting members with their financial needs and ensuring a positive experience. This is a dual role that requires both product knowledge and excellent service skills to support our members on-site.

Key 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.
  
  

Qualifications

• High school diploma (or equivalent) required.
• A minimum one (1) year of banking, financial services, customer service or retail experience is required.
• Lending and sales experience would be helpful and preferred.
• 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.
  
  

Availability

• This position is 40-hours a week, Monday through Friday.
• Typical hours are 8:30 a.m. to 5:30 p.m. There may be some opening and closing shifts on a rotational basis required.
• Will require some flexibility within these hours, as needed.
  
  

Pay And Benefits

• Competitive starting rate of $18.00 /hour and participation in a monthly incentive plan.
• When bilingual in Spanish or Hmong, receive a $1.00 / hour pay premium after completing and passing the language exam.
• Comprehensive benefits package that includes medical / dental / vision coverage, group life insurance, and supplemental life insurance options.
• Up to a 6% Employer-matched 401(k).
• Paid time off, volunteer time off, and your birthday off (paid)!
• Employee-only perks and discounts
  
  

At Altra Federal Credit Union, you’ll be part of a team that values people over profits and puts members at the heart of everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you’ll not only gain the opportunity to build meaningful relationships with members and coworkers, but you’ll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve.

Altra is proud to be a Great Place to Work® certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life!

Experience Required

• A minimum one (1) year of banking, financial services, customer service or retail experience is required
• Attention to detail and accuracy
• Excellent communication and interpersonal skills
  
  

Preferred

• Lending and sales experience would be helpful and preferred
• Strong knowledge of credit union products, lending processes, and digital banking tools
  
  

Education Required

• High School or GED or better
  
  

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.