Financial Service Rep: Loans, IRAs & Member Support

Triangle-Credit-Union; Derry (NH); On-site; USD 42,000 - 58,000; Full time

Job summary

Triangle Credit Union in Derry, NH is seeking a Full Time Sales Associate to assist members and potential members with Credit Union services. You will provide expertise on services such as IRAs, CDs, EFT, home banking, and lending, and you will process loans from start to finish.

The role emphasizes member privacy, sales engagement, and teamwork in a fast-paced environment with ongoing training opportunities.

Qualifications

• Experience in member/customer service or financial services is required.
• Lending experience is a plus.
• High school education or GED is required; post-secondary education is desirable.

Responsibilities

• Assist members with Credit Union needs and explain services.
• Open accounts for new members and identify needs.
• Interview applicants to collect data for loan applications and process loans.
• Respond to telephone and email inquiries the same day.
• Complete IRA and CD transactions and teller transactions as needed.
• Maintain accurate records and required reports.

Skills

Sales Acumen

Strong Computer Skills

Good Communication

Detail Oriented

Multi-tasking

Problem Solving

Organizational Skills

Attention to Details

Basic Math Skills

Independent & Team Player

Education

High School Diploma or GED

Job description

Triangle Credit Union in Derry, NH is seeking a Full Time Sales Associate to assist members and potential members with Credit Union services. You will provide expertise on services such as IRAs, CDs, EFT, home banking, and lending, and you will process loans from start to finish.

The role emphasizes member privacy, sales engagement, and teamwork in a fast-paced environment with ongoing training opportunities.