Bilingual Lending & Member Services Specialist

Altra Federal Credit Union; Trenton (NJ); On-site; USD 22,764 - 32,422; Full time

Benefits offered by this job

Medical / dental / vision coverage

Group life insurance

Supplemental life insurance options

Employer-matched 401(k)

Sabbatical benefits

Paid time off

Job summary

Altra Federal Credit Union is seeking a motivated Financial Services Representative (FSR) to join our team at the Trenton, NJ location inside the Trane Technologies plant. This role blends financial services with member service in a cashless office environment, focusing on lending while assisting members with their financial needs to ensure a positive experience.

The FSR will open accounts, process transactions, promote products, provide Notary services, and support branch operations with strong

Qualifications

• High school diploma or equivalent required.
• 1+ year of banking, financial services, customer service or retail experience required.
• Lending and sales experience helpful and preferred.

Responsibilities

• Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries from members.
• Analyze members’ needs and recommend loans, savings, credit cards, and investment options.
• Educate members about financial tools and services to reach their goals.
• Promote credit union products and services through conversations.
• Provide Notary services.
• Ensure compliance with policies, procedures, and regulations.
• Serve as a liaison between members and the credit union and support branch operations.

Skills

Customer service

Communication

Bilingual (English/Spanish/Hmong)

Attention to detail

Education

High school diploma

Job description

Altra Federal Credit Union is seeking a motivated Financial Services Representative (FSR) to join our team at the Trenton, NJ location inside the Trane Technologies plant. This role blends financial services with member service in a cashless office environment, focusing on lending while assisting members with their financial needs to ensure a positive experience.

The FSR will open accounts, process transactions, promote products, provide Notary services, and support branch operations with strong