Financial Services Representative - Troup Hwy - Tyler TX
Indexed description
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.
- 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.
- This position is 40- hours a week, Monday through Friday.
- Typical hours will be 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
- 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) + 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.
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