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:


* Build and maintain meaningful relationships with members through in-person, phone, fax, and / or internet interactions.


* Conduct financial conversations to understand members’ needs and recommend appropriate products and services.


* Open and service consumer accounts, including checking, savings, certificates, and consumer loans, and provide Notary services.


* Educate members on digital tools and self-service options to enhance their banking experience (kiosks, ATM, Sam-e / iTMs).


* Identify opportunities to deepen member relationships through referrals and cross-selling.


* Resolve member questions and concerns accurately and professionally.


* Ensure compliance with credit union policies, procedures, and regulatory requirements.


* Collaborate with branch and support teams to deliver seamless member experience.

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.


* Strong communication and relationship-building skills.


* Ability to confidently discuss financial products in a consultative, member-focused way


* Detail-oriented with strong organizational and follow-through skills

Availability:


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


* Typical hours are 8:00 a.m.

to 5:15 p.m.

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


* Solutions Specialists will be required to work the Saturday rotation at the Onalaska WI office from 7:45 a.m.

to 12:15 p.m., approximately once every 6 to 8 weeks.


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

Pay and Benefits:


* Competitive starting rate of $18.98+ 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.


* Two-weeks paid s...