Member-Focused Financial Services Pro

Altra Federal Credit Union; Tyler (TX); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

Altra Federal Credit Union is seeking a Financial Services Representative for the Tyler, TX area. You will handle teller-like duties, open accounts, process transactions, and assist members with financial solutions on-site.

The role requires 1 year of banking or related experience, strong product knowledge, and the ability to communicate effectively, including Spanish as a bonus. Competitive pay and comprehensive benefits are offered.

Qualifications

• High school diploma or equivalent required.
• Minimum 1 year in banking, financial services, customer service or retail.
• Lending and sales experience preferred.
• Strong knowledge of credit union products and digital banking tools.
• Bilingual Spanish skills strongly encouraged to serve diverse members.

Responsibilities

• Provide account services to members, including opening new accounts, processing transactions, electronic banking, and inquiries.
• Analyze members’ needs and recommend loans, savings accounts, credit cards, and investment options.
• Deliver exceptional service while educating members about financial tools and services.
• 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, supporting branch operations.

Skills

Customer service

Banking experience

Sales ability

Interpersonal skills

Bilingual Spanish

Education

High school diploma

Tools

Digital banking tools

Job description

Altra Federal Credit Union is seeking a Financial Services Representative for the Tyler, TX area. You will handle teller-like duties, open accounts, process transactions, and assist members with financial solutions on-site.

The role requires 1 year of banking or related experience, strong product knowledge, and the ability to communicate effectively, including Spanish as a bonus. Competitive pay and comprehensive benefits are offered.