Financial Services Representative, Clarksville TN
Job in
Clarksville, Montgomery County, Tennessee, 37040, USA
Listed on 2026-08-28
Listing for:
Altra Federal Credit Union
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance, Banking Operations
Job Description & How to Apply Below
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 at the Wilma Rudolph Office in Clarksville TN.
The Financial Services Representative 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.
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.
- High school diploma (or equivalent) required.
- A minimum one (1) year of banking, financial services, customer service or retail experience is required.
- Lending and sales experience would be helpful and preferred
- 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.
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