Float Solutions Specialist - Tyler TX

Altra Federal Credit Union • Tyler, TX

13h • Hybrid

About The Position

We are seeking a friendly, detail-oriented Full Time Floating Solutions Specialist to join our team at our Tyler West office in Tyler TX. The home base is Tyler West, but will float to all offices in the Tyler, TX market. 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.

Requirements

• High school diploma (or equivalent) required.
• 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.
• Excellent communication and interpersonal skills with a passion for helping people.

Nice To Haves

• An associate’s degree in business or a related field would be preferred.

Responsibilities

• Serve as a primary point of contact for members, providing expert guidance on financial products and services.
• Analyze member needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options.
• Assist with loan applications via phone, fax, internet, and in-person, account openings / closings, and digital banking tools / e-services products (mobile deposit, bill pay, online banking, online account opening, etc.).
• Assist members with self-service technology (kiosks, ATM, Sam-e / iTM).
• Provide Notary services.
• Stay up to date on industry trends, regulations, and new credit union offerings.
• Educate members on financial literacy and help them make informed decisions about their finances.

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
• Paid holidays
• Your birthday off (paid)
• Employee-only perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees