Solutions Specialist, Holmen WI

Solutions Specialist, Holmen WI

At Altra Federal Credit Union, we are committed to helping our members live their best lives by providing trusted financial guidance, personalized service, and solutions that support their goals. We are seeking a Solutions Specialist to join our Holmen, WI office and play a key role in creating exceptional member experiences, identifying financial needs, and connecting members with products and services that make a meaningful difference.

Key Responsibilities

• Opening and closing of accounts
• Processing account changes
• Completing share certificates
• Work with IRA and Trust accounts
• Process loan applications via phone, fax, internet, and in-person
• Present loan products to members and provide loan recommendations
• Perform savings bond redemptions
• Notary services, cashier's checks
• Print debit cards and handle member transactions as needed
• Refer members to Real Estate Lending, Altra Financial Advisors and Business Lending

The Solutions Specialist may need to assist on the Member Service line as needed. Duties include, but are not limited to:

• Assist with various transactions such as deposits, withdrawals, transfers and loan payments
• Promote and educate members on Altra's products and services
• Assist with ATM's, Palm Authentication and electronic services

Qualifications

• High school diploma (or equivalent) required.
• An associate's degree in business or a related field would be preferred.
• 1+ year of banking, financial services or retail experience required.

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.

Availability

• This position is 40- hours a week, Monday through Friday.
• Typical hours are 8:00 a.m. to 5:00 p.m., flexibility within the posted hours required, as needed.
• Solutions Specialists will be required to work the Saturday rotation at the Onalaska WI office from 7:45 a.m. to 12:15 p.m., approximately once every 6 to 8 weeks.

Pay & Benefits

• Starting hourly pay of $19.38+ per hour and participation in a monthly incentive plan
• When bilingual in Spanish or Hmong, receive a $1.00 per hour pay premium after completing and passing a 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, paid holidays, 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 eight years in a row; 91% 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 lives! We support diversity in the workplace and are an Equal Opportunity Employer.

Compensation details: 19.38-19.38 Hourly Wage

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