Financial Services Representative, La Crescent MN

At Altra Federal Credit Union, we believe in people helping people.

As a member-focused credit union, we’re committed to providing exceptional service and financial solutions that empower our members to reach their goals.

Join a team that values integrity, community, and genuine connection! We are currently hiring a Financial Services Representative at our La Crescent, MN location!

The Financial Services Representative serves as a first point of contact with our members, providing support for a wide range of financial needs.

This role combines customer service, product knowledge, and problem-solving skills to deliver outstanding member experience – whether assisting with transactions, opening new accounts, or offering financial guidance.

Key Responsibilities:


* Serve as a primary point of contact for members, providing expert guidance on financial products and services.


* Analyze members’ 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.


* 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 8:30 a.m.

to 5:30 p.m.

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


* After completion of training, you will join a Saturday rotation working one Saturday every other month from 7:45 A.M.

to 12:15 P.M.


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

Pay and Benefits:


* Competitive starting rate of $18.00+/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 s...