Financial Service Representative 1-Derry/FT

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

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 Sales Derry, NH, US

4 days ago Requisition ID: 1778

Role:

To assist members and potential members with their Credit Union needs directly and through other Financial Service 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, respond to problems, and direct members to the appropriate people with their consumer lending needs; process consumer loans from start to finish.

Essential Functions & Responsibilities:

• Welcomes Members and completes transactions within a reasonable period of time, with accuracy and while equally sharing workload with other FSR's; while embracing and using the "Service Strategies" concepts. 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 regards 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.
• Interviewing applicants to secure data for completing a loan application and work towards closing loans. Input a consumer loan application, on your own, and close on a loan with supervision. Answer basic questions.
• Respond to all telephone and/or E-mail correspondences on the same day as they are received.
• Complete IRA and CD transactions; handling "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 Previous Member/Customer Service or Financial Service Experience, required
• Previous Lending Experience, is a plus
• 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
• Good Communication Skills
• Detailed Oriented
• Ability to Multi-task
• Problem Solving Skills, essential
• Organizational Skills
• Attention to Details
• Basic Math Skills
• Ability to work independently and part of a team

Physical Requirements:

• Ability to sit for long 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 Affir…? 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