What are the responsibilities and job description for the Solutions Specialist - La Crosse WI position at Altra Federal Credit Union?
Altra Federal Credit Union is dedicated to providing top-tier financial services that empower our members and communities. We are looking for a Solutions Specialist at our La Crosse WI, Losey Boulevard office, to help enhance our service offerings, support members, and optimize our financial products.
Solutions Specialists are responsible for understanding and promoting our financial products and services, assisting members with their banking needs, and ensuring a seamless customer experience. This role requires strong problem-solving skills, financial expertise, and a member-first approach to service.
Key Responsibilities
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 lives! We support diversity in the workplace and are an Equal Opportunity Employer.
Experience Required
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.
Solutions Specialists are responsible for understanding and promoting our financial products and services, assisting members with their banking needs, and ensuring a seamless customer experience. This role requires strong problem-solving skills, financial expertise, and a member-first approach to service.
Key Responsibilities
- Build and maintain meaningful relationships with members through in-person, phone, fax, and / or internet interactions.
- Conduct financial conversations to understand members’ needs and recommend appropriate products and services.
- Open and service consumer accounts, including checking, savings, certificates, and consumer loans, and provide Notary services.
- Educate members on digital tools and self-service options to enhance their banking experience (kiosks, ATM, Sam-e / iTMs).
- Identify opportunities to deepen member relationships through referrals and cross-selling.
- Resolve member questions and concerns accurately and professionally.
- Ensure compliance with credit union policies, procedures, and regulatory requirements.
- Collaborate with branch and support teams to deliver seamless member experience.
- High school diploma (or equivalent) required.
- An associate’s degree in business or a related field would be preferred.
- Minimum one (1) year of banking, financial services or retail experience is required.
- Strong knowledge of credit union products, lending processes, and digital banking tools.
- Strong communication and relationship-building skills.
- Ability to confidently discuss financial products in a consultative, member-focused way
- Detail-oriented with strong organizational and follow-through skills
- This position is 40- hours a week, Monday through Friday.
- Typical hours are 8:00 a.m. to 5:15 p.m. There may be some opening and closing shifts on a rotational basis required.
- Solutions Specialists will be required to work the Saturday rotation at the Onalaska WI office from 7:45 a.m. to 12:15 p.m., approximately once every 6 to 8 weeks.
- Will require some flexibility within these hours, as needed.
- Competitive starting rate of $18.98 per 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) additional 3% employer contribution.
- Two-weeks paid sabbatical every five years worked, plus four-week paid sabbatical at twenty years!
- Paid time off, volunteer time off, and your birthday off (paid)!
- Employee-only perks and discounts
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 lives! We support diversity in the workplace and are an Equal Opportunity Employer.
Experience Required
- Minimum one (1) year of banking, financial services or retail experience is required.
- Strong communication and relationship-building skills.
- An associate’s degree in business or a related field would be preferred.
- Strong knowledge of credit union products, lending processes, and digital banking tools.
- Ability to confidently discuss financial products in a consultative, member-focused way.
- Detail-oriented with strong organizational and follow-through skills.
- High School or GED or better
- Associates or better in Business Administration or related field
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.
Salary : $19