Financial Service Representative/FT Onsite/Manchester jobs in United States
cer-icon
Apply on Employer Site
company-logo

Triangle Credit Union ยท 1 month ago

Financial Service Representative/FT Onsite/Manchester

position257 Elm St Manchester B-2 , Manchester, NH, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Triangle 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

Customer Service ExperienceCash Handling ExperienceLending ExperienceSales AcumenComputer SkillsMulti-tasking AbilityAttention to DetailsBasic Math SkillsCommunication SkillsDetail OrientedProblem Solving SkillsOrganizational SkillsTeamwork Ability

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

twittertwittertwitter
company-logo
Triangle Credit Union offers banking, finances, mortgages, home equity, online banking, mobile banking, auto loans and online savings.
dateFounded in 1939
location
Nashua, New Hampshire, USA
people-size51-200 employees
web-link
https://www.trianglecu.org/home/home

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
A. Scott MacKnight
CEO/President
linkedin

Recent News

NH Business Review
The Latest: Week of September 19, 2025
2025-09-20
Bank Innovation
Jack Henry tapped for core modernization by 3 FIs
2025-08-07
PR Newswire
Triangle Credit Union Prepares for Growth with Jack Henry
2025-06-09
Company data provided by crunchbase