Financial Services Representative

Altra • Trenton, NJ

3d • Onsite

About The Position

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.

Requirements

• 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.
• 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.

Nice To Haves

• Lending and sales experience would be helpful and preferred.
• When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing the language exam.

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.

Benefits

• Competitive starting hourly rate and participation in a monthly incentive plan.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED