What are the responsibilities and job description for the Financial Services Representative position at External Brand?
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 inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment.
The Financial Service Representative / Member Service Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support 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 7:30 a.m. to 3:30 p.m. EST.
- Will require some flexibility within these hours, as needed.
Pay and Benefits
- Competitive starting hourly rate and participation in a monthly incentive plan.
- When bilingual in Spanish or Hmong, receive a $1.00 per 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 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.
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!