Solutions Specialist
About The Position
Altra Federal Credit Union is dedicated to providing top-tier financial services that empower our members and communities. We are looking for a Solutions Specialist at our Tyler West office in Tyler TX, to help enhance our service offerings, support members, and optimize our financial products. 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.
- Education members on financial literacy and help them make informed decisions about their finances.
Benefits
- Competitive starting rate of $19.38+ per 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
- Paid time off, paid holidays, volunteer time off, and your birthday off (paid)!
- Employee-only perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
