Financial Services Representative, Wilma Rudolph Office, Clarksville TN

About the role

We are seeking a motivated and professional Financial Services Representative (FSR) to join our team at the Wilma Rudolph Office in Clarksville, TN. The FSR serves as the face of our credit union, assisting members with their financial needs and ensuring a positive experience. This is a dual role that requires both product knowledge and excellent service skills to support our members on-site.

Responsibilities

• Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries.
• 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.

Requirements

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

Skills & Abilities

• 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.
• Bilingual (English/Spanish/Hmong) skills are strongly encouraged to support and better serve our diverse membership.

Schedule

This position is 40 hours a week, Monday through Friday. No weekends! Typical hours are 8:00 a.m. to 5:00 p.m. There may be some opening and closing shifts on a rotational basis required. Some flexibility within these hours may be needed.

Pay

Offering a competitive hourly pay range of $17.75 to $21.68+ per hour, commensurate with experience and qualifications. Financial Services Representatives will also participate in a monthly incentive program. When bilingual in Spanish or Hmong, receive a $1.00/hour pay premium after completing and passing the language exam.

Benefits

• Comprehensive benefits package including medical, dental, and vision coverage.
• Group life insurance and supplemental life insurance options.
• Up to a 6% employer-matched 401(k) + additional 3% employer contribution.
• Two-week paid sabbatical every five years worked, plus a 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 gain the opportunity to build meaningful relationships with members and coworkers while contributing to a mission-driven organization 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 eight years in a row; 92% of our employees say Altra is a great place to work!