Triangle Credit Union · 1 month ago
Financial Service Representative/FT Onsite/Manchester
257 Elm St Manchester B-2 , Manchester, NH, US
Full-time
Onsite
New Grad, Entry LevelTriangle Credit Union is a financial institution seeking a Financial Service Representative to assist members with their Credit Union needs. The role involves processing consumer loans, opening accounts, and providing expertise in various Credit Union services while ensuring member confidentiality and satisfaction.
BankingFinancial Services
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
Qualification
Required
Previous Member/Customer Service or Financial Service Experience, required
Cash Handling Experience, required
A high school education or GED
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
Ability to sit for long extended periods of time
Ability to bend, twist, squat and reach
Work Environment: Member facing/Fast Paced/Team Oriented
Preferred
Previous Lending Experience, is a plus
Post-secondary education, desired
Company
Triangle Credit Union
Triangle Credit Union offers banking, finances, mortgages, home equity, online banking, mobile banking, auto loans and online savings.
Founded in 1939
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
A. Scott MacKnight
CEO/President
Recent News
NH Business Review
2025-09-20
Bank Innovation
2025-08-07
2025-06-09
Company data provided by crunchbase