Financial Services Representative, Wilma Rudolph - FINAN001880-00001 (Clarksville, TN)

compensation: Open
employment type: full-time
job title: Financial Services Representative

Are you ready to embark on a rewarding career in finance? We’re seeking dynamic individuals with a passion for helping others achieve their financial goals. As a Financial Services Representative, you’ll be at the forefront of delivering exceptional service, providing financial guidance, and building lasting relationships with our members. If you’re driven, member focused, and eager to make a difference, we want YOU to apply for the Financial Services Representative opportunity at our Wilma Rudolph Office in Clarksville Tennessee today!

What you’ll do:

  • Build a rewarding career by meeting sales goals for products and services that best meet our members' individual financial needs
  • Perform consumer lending functions
  • Process loan applications
  • Recommending correct loan type for members
  • Processing of loan documents
  • Closing loans and any follow up necessary
  • Ability to cross-sell products
  • Offer referrals to other departments as necessary
  • Basic knowledge of HELOC, 2nd mortgage and insured loan products
  • Basic knowledge of IRA/HSA accounts
  • Basic knowledge of trust accounts
  • Strong knowledge of all e-service products
  • General account maintenance
    • Opening and closing accounts, basic changes, issuing debit cards, issuing and redeeming certificates of deposits
  • Gift card sales
  • Notary services
  • All other duties as assigned

What’s required:

  • Qualified applicants are required to have a High School diploma, GED or HSED. Financial Services background would be a plus but is not required. One (1) to three (3) years' sales and customer service experience is required to help determine members’ financial needs and cross-sell appropriate Altra products and services.
  • Bilingual ability is a plus!

This position is full time, 40 hours a week, Monday through Friday between the operating hours of 8:00 a.m. and 5:00 p.m., and requires some flexibility within these hours, as needed. No weekend hours required!

Pay and Benefits:

  • Competitive starting rate depending on experience and participation in an 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) + 3% employer contribution
  • Paid time off, volunteer time off, and your birthday off (paid)!
  • Employee-only perks and discounts

Why join the Altra team?

  • Commitment to community engagement with a focus on youth initiatives; diversity, equity, and inclusion; financial literacy; and Altra Gives Back campaigns, focused on giving back to the communities we serve!
  • Professional growth and advancement opportunities – job shadows, FBLA (Future Business Leaders of Altra) and peer mentorship programs, on-site training, tuition assistance, and our very own Altra University!
  • An Innovative and forward-thinking culture driven by our dedicated Business Innovation team.
  • An award-winning wellness program that promotes a work life balance and healthy living! Monthly challenges, employee assistance and chaplaincy services, membership discounts, a Fitbit for all employees on Day 1.

Altra is proud to be a Great Place to Work® certified company five years in a row; 93% 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!

We support diversity in the workplace and are an Equal Opportunity Employer. Come join our team, it’s where YOU belong!


  • At least one (1) year of equivalent financial services, sales, and / or customer service is required.
  • Financial services background is preferred, but not required.


  • High School or GED or better


  • Principals only. Recruiters, please don't contact this job poster.

post id: 7745739760


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