Branch Specialist/FT Onsite/Derry

TCU University; Derry, Northern (NH, KY); Hybrid; USD 42,000 - 58,000; Full time

Job summary

Triangle Credit Union in Derry, NH is seeking a full-time Member Services Specialist to assist members with accounts, loans, IRAs, CDs, and online banking. You will explain services, process transactions, and guide members to the right colleagues for complex needs.

The role emphasizes accurate cash handling, confidentiality, and adherence to credit union policies while delivering exceptional service to members in a fast-paced environment.

Qualifications

• Three to five years of similar or related experience.
• High School Diploma or GED; post-secondary education desired.
• Strong computer skills and familiarity with online banking and mobile apps.

Responsibilities

• Welcomes Members and completes transactions accurately while sharing workload with staff.
• Identify member needs and open accounts; explain products and services.
• Respond to member inquiries via phone or e-mail on the same day.
• Balance drawer daily and maintain confidentiality regarding member information.
• Interview applicants to collect data for loan applications and make credit decisions per policy.
• Process IRA and CD transactions and maintain records.

Skills

Sales Acumen

Computer Skills

Communication Skills

Attention to Detail

Multi-tasking

Problem Solving

Organizational Skills

Technical Acumen

Independent Work

Teamwork

Education

High School Diploma

Post-secondary Education Desired

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical 3 Windham Rd Derry B-6 Derry, NH, US

9 days ago Requisition ID: 1784

Role:

To assist members and potential members with their Credit Union needs directly and through other representatives; provides expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending etc.; explains services, sets up new accounts, responds to problems, and direct members to the appropriate people with their consumer lending needs; analyze loan requests and make credit decisions based on lending policy. Assist members with their financial transactions and utilizing our technological services for their needs.

Essential Functions & Responsibilities:

• Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other staff; while embracing and using the "Service Strategies" concepts. Accurately opening accounts for new members and working to identify their perceived and unperceived needs, while maintaining absolute confidentiality in regard to internal and/or external member information.
• Remain current in regard to Products and Services by reviewing information provided. Seeking answers about such Products and Services by participating in on-going training. Using the knowledge of Triangle's products, services, and knowledge of operations, to maintain and grow the membership by applying sales strategies and lead to increased member loyalty through the use of both Service and Sales Strategies. Meet annual sales goals and maintain absolute confidentiality regarding member information. Be proficient in all the duties of a BS1. Equally share the workload with your peers and limit posting errors that result in reversal of fees. Respond to members’ requests in a timely manner. Be well versed and adhere to TCUs policies and procedures. Complete and submit required reports in an efficient and timely manner. For locations that do not have an ABM or HT: Keep the Branch Specialist 3 and/or Branch Manager informed of any issues affecting the branch. Assist in running the branch operationally in the absence of the Branch Specialist 3 or the Branch Manager.
• Respond to all telephone and/or e-mail correspondences on the same day as they are received. Balance drawer(s) daily, maintain a good record regarding overages/shortages, limit posting errors. Balances ATM (Automatic Teller Machine). Has check signing authority and override capability as defined.
• Interviewing applicants to secure data for completing a loan application closing loans. Input a consumer loan application, on your own, and close on a loan without supervision. Answer basic and complex questions.
• Accurately complete IRA and CD transactions; handling financial/"teller transactions", as part of working with the members to satisfy their needs. Assures that appropriate records are maintained and required reports are prepared.
• Performs other related duties as assigned.

Knowledge and Skills:

Experience Three to Five years of similar or related experience.

Education:

• A high school education or GED
• Post secondary education, desired

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:

• Sales Acumen
• Strong Computer Skills, understand and explain on-line banking, mobile applications
• Good Communication Skills, ability to teach others to use the technology
• Detailed Oriented
• Ability to Multi-task and mentor
• Problem Solving Skills, essential
• Organizational Skills
• Attention to Details, technical acumen, ability to use multiple platforms
• Basic Math Skills
• Ability to work independently and part of a team

Physical Requirements:

• Ability to sit for extended periods of time
• Ability to bend, twist, squat and reach

Work Environment:

Member Facing/Fast Paced/Team Oriented

Triangle Credit Union is proud to be an Afffirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at 603-889-2470 for other options to apply.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities