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Financial Service Representative I

Triangle Credit Union · Derry Village, NH · Member services

Employment type

Full-time

Work setting

On-site

Location

Derry Village, NH

Schedule

Day shift

Posted

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Job overview

The Financial Service Representative I role is full-time and onsite in Derry Village, NH. Compensation is not specified. The role supports Triangle Credit Union members and prospective members with their financial service needs. The representative handles member transactions, explains credit union products, opens accounts, responds to inquiries, and processes consumer loans with supervision. The role contributes to member service and growth while maintaining confidentiality and accurate records.

What you'll do

  • Welcome members and complete transactions accurately
  • open accounts and identify member needs
  • maintain knowledge of products and services
  • support sales and service strategies
  • interview loan applicants and process consumer loan applications
  • respond to phone and email correspondence the same day
  • complete IRA, certificate of deposit, and teller transactions
  • maintain records and reports.

What we're looking for

Skills & competencies
financial service representative
credit union
member service
account opening
consumer loans
cash handling
derry village nh
triangle credit union
full-time
iras
certificates of deposit
Work arrangement
  • Weekend coverage required

Why this role

Previous member/customer service or financial service experience and cash-handling experience are required. A high school education or GED is required; post-secondary education is desired.

About the employer

Triangle Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.

Additional details

Industry sector
52
Industry
Credit Unions
Occupation code
43-4051.00
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