Financial Services Representative - Trenton NJ
Listed on 2026-08-03
-
Finance & Banking
Bank Customer Service, Banking Operations, Financial Sales, Banking & Finance
Financial Services Representative - Trenton NJ
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.
- 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.
- 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.
- 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.
- 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.
- 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!
Hourly Wage
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).