Financial Services Representative - West Salem WI

Altra Federal Credit Union is a member-focused financial institution dedicated to delivering exceptional service and financial solutions.

We are seeking a motivated and professional Financial Services Representative (FSR) to join our team at the West Salem WI office.

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.

Key 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.

Qualifications


* High school diploma (or equivalent) required.


* A minimum one (1) year of banking, financial services, customer service or retail experience is required.


* Lending and sales experience would be helpful and preferred.


* 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 will be 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 & 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) + 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, and your birthday off (paid)!


* Employee-only perks and discounts

At Altra Federal Credit Union, you’ll be part of a team that values people over profits and puts members at the heart of eve...