Financial Services Representative - Trenton NJ

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 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 inside the Trane Technologies plant in Trenton, NJ. This role will combine financial service responsibilities with member service duties in a cashless office environment. The Financial Services Representative serves as the face of our credit union. This position is primarily a lending position but will be required to assist members, as needed, with their financial needs and ensuring a positive experience. This is a dual role that requires comprehensive product knowledge. The candidate must possess excellent service skills to support 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.
• 1+ year of banking, financial services, customer service or retail experience is required.
• Lending and sales experience would be helpful and preferred.

Skills & Abilities

• Strong knowledge of credit union products, lending processes, and digital banking tools.
• Attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Bilingual (English / Spanish / Hmong) skills are strongly encouraged to support and better serve our diverse membership.

Availability

• This position is 40- hours a week, Monday through Friday.
• Typical hours are 7:30 a.m. to 3:30 p.m. EST.
• Will require some flexibility within these hours, as needed.

Pay And Benefits

• Competitive starting hourly pay of $20.03+, based on previous experience 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 everything we do. We believe in creating a supportive and collaborative workplace where employees are empowered to grow, develop their careers, and make a real impact in the lives of others. By joining Altra, you’ll not only gain the opportunity to build meaningful relationships with members and coworkers, but you’ll also be contributing to a mission-driven organization that is dedicated to improving the financial well-being of our members and the communities we serve.

Altra is proud to be a Great Place to Work® certified company seven years in a row; 92% of our employees say Altra is a great place to work! At Altra, we invest in each other and work together to make a difference in the communities we serve and to help people live their best life!