In-Branch Financial Services Advisor

Triangle-Credit-Union; Derry (NH); On-site; USD 36,000 - 48,000; Full time

Job summary

Triangle Credit Union in Derry, NH is seeking a Full-Time Clerical professional to assist members with their accounts and credit union needs. You will handle transactions, explain services, and direct members to appropriate lending specialists.

The role requires 3-5 years of relevant experience, a high school diploma (GED) or better, and strong sales, communication, and computer skills. You will balance drawers, process IRA and CD transactions, and support branch operations.

Qualifications

• Three to five years of similar or related experience.
• High school education or GED required; post-secondary education desired.
• Excellent interpersonal and communication skills; ability to explain technology.

Responsibilities

• Welcomes members and completes transactions with accuracy.
• Opens accounts and identifies member needs; explains products and services.
• Assists with loan processes: interview applicants, input loan applications, and close loans.
• Balances drawers and ATM; responds to member inquiries promptly.
• Maintains and processes IRA and CD transactions; prepares required reports.
• Performs other related duties and supports branch operations as needed.

Skills

Sales acumen

Strong computer skills

Good communication skills

Detail oriented

Multi-tasking

Problem solving

Organizational skills

Attention to details

Education

High school diploma or GED

Post-secondary education (desirable)

Tools

Online banking software

Job description

Triangle Credit Union in Derry, NH is seeking a Full-Time Clerical professional to assist members with their accounts and credit union needs. You will handle transactions, explain services, and direct members to appropriate lending specialists.

The role requires 3-5 years of relevant experience, a high school diploma (GED) or better, and strong sales, communication, and computer skills. You will balance drawers, process IRA and CD transactions, and support branch operations.