Financial Services Specialist, La Crosse WI at Altra Federal Credit Union in La Crosse, Wisconsin

Job Description:

Altra Federal Credit Union is hiring for a Full Time Financial Services Specialist at our La Crosse Losey office. Financial Services Specialists are responsible for interacting and building relationships with our members and help determine their financial needs to match those needs with Altra’s products and services.

Financial Services Specialists duties include, but are not limited to:

• Perform member service functions, which include but are not limited to opening and closing accounts, process wire transfers and account changes. Opening and closing certificates of deposit, handling IRA and HSA accounts, work with Trust accounts, Decedent accounts, Estate accounts and business accounts and can cross-sell all member service products offered by the credit union.


• Work with the Financial Services department to introduce the roll-out of new member services products; this will involve serving in a mentor role to the Financial Services Representative group as they work with new products.


• Issue Debit and gift cards, do account research, balance check books, and offer notary services.

Qualified candidates will be required to have a high school diploma, GED or HSED and a two-year degree in business or at least two years of equivalent experience in leu of a two-year degree. A minimum two years of financial experience is required. Sales and customer service skills are required to help determine members' financial needs and cross-sell appropriate Altra products and services.

Employees in this position will have excellent communication and organizational skills, and strong Microsoft Office skills are required. Must be comfortable working as part of a team and can multi-task and be flexible to the needs of the office are essential. Must be a problem solver, capable of analyzing information, gathering facts, and forming recommendations for decisions or making decisions where appropriate.

This position is 40 hours per week, Monday through Friday. Flexibility within the posted La Crosse office hours are needed to accommodate meetings that could take place after business hours. La Crosse FSS’s are required to work one Saturday morning from 8:00 a.m. to Noon, every 7 to 8 weeks at the Onalaska, WI office.

At Altra, we invest in each other and work together to make a difference in the community and help people live their best life! Altra is a Great Place to Work® certified organization for the second year in a row and is ranked #24 on Forbes’ Best Small to Mid-Sized Financial Institutions! We support diversity in the workplace, and we are an Equal Opportunity Employer; bilingual abilities are a plus. Come join our team, it’s where YOU belong!

Experience

Required

• Sales and customer service skills are required to help determine members' financial needs and cross-sell appropriate Altra products and services.


• A minimum two (2) years of financial experience is required.


• Qualified candidates will be required to have a high school diploma, GED or HSED and a two-year degree in business or at least two years of equivalent experience in leu of a two-year degree.

Education

Required

• High School or GED or better

Preferred

• Associates or better in Business Administration or related field

See job description

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