Triangle Credit Union · 1 day ago
Contact Center Representative 3/FT Onsite/Nashua
30 Temple St 7th fl Nashua -Contact Center, Nashua, NH, US
Full-time
Onsite
Mid Level
3+ years expTriangle Credit Union is seeking a Contact Center Representative 3 to provide exceptional service to members by handling their financial needs accurately and promptly. The representative will be responsible for managing a high volume of calls, assisting with account transactions, and promoting credit union products and services to enhance member satisfaction and loyalty.
BankingFinancial Services
Responsibilities
Professionally handle a large volume of inbound and outbound telephone calls
Handle member account transactions with accuracy and a sense of urgency
Be proficient in all the duties of a CCR 3
Adhere to TCUs policies and procedures
Equally share the workload with your peers and respond to members requests in a timely manner
Assisting the CCABM and the CCAVP with various operational procedures
At times, may need to make operational decisions in their absence
Be a primary resource for their peers
Work collaboratively with all internal members to resolve all member inquiries, in a timely and efficient manner
Welcomes members (via telephone) and completes transactions, within a reasonable period of time; with accuracy and equally sharing workload with other CCR'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 external member information
Remain current in regard 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 those sales strategies and lead through the use of both Service and Sales Strategies
Meet annual sales goals and maintain absolute confidentiality regarding member information
To respond to all telephone and/or e-mail correspondences, on the same day as they are received
Promote TCU products and services to meet and/or exceed department and company objectives, cross selling
On-line chat and e-mails, take and input accurately, a consumer loan application (on your own), analyze credit reports, process banking transactions, quoting payoffs, setting up membership via on-line applications, troubleshooting on-line banking issues and set ups, and any job function a "virtual branch" would handle
Accurately input a consumer loan application, on your own, and answer both basic and complex lending questions
Ability to process business loans under $50,000, to the point of closing
Primary backup for various processes, as needed and defined by the Assist Contact Center Manager
Performs other duties, as assigned
Qualification
Required
Three (3) or more years of similar or related experience
Previous Member/Customer Service, required
Financial Services experience, required
Previous Lending experience, required
A high school education or GED
Sales Acumen
Strong Computer Skills
Good Communication Skills
Detail Oriented
Multitasking
Problem-Solving Skills, essential
Organizational Skills
Attention to Detail
Basic Math Skills
Ability to work independently and/or part of a team
Ability to sit for extended periods of time
Ability to bend, twist, squat and/or reach
Preferred
Experience in a Contact Center Environment, preferred
Higher education, a plus
Company
Triangle Credit Union
Triangle Credit Union offers banking, finances, mortgages, home equity, online banking, mobile banking, auto loans and online savings.
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
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