Solutions Specialist, Holmen WI

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 Holmen, WI office, 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.

Key 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.

Qualifications:


* High school diploma (or equivalent) required.


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


* 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.

Availability:


* This position is 40-hours a week, Monday through Friday.


* Typical hours are 8:30 a.m.

to 5:30 p.m.

There may be some opening and closing shifts on a rotational basis required.


* Solutions Specialists will be expected to participate in the Saturday morning rotation at the Onalaska WI office, once every six (6) to eight (8) weeks, from 7:30 a.m.

to 12:15 p.m.


* Will require some flexibility within these hours, as needed.

Pay and Benefits:


* Competitive starting rate of $18.98+/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)


* 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 five years in a row; 93% of our employees say Altra is a great place to work! At Altra, we inves...