Financial Services Representative - Troup Hwy - Tyler TX

Altra Federal Credit Union

16h•Onsite

About The Position

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.

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

Nice To Haves

Lending and sales experience would be helpful and preferred.

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

Medical / dental / vision coverage
Group life insurance
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
Your birthday off (paid)!
Employee-only perks and discounts

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume