Amherst

Triangle Credit Union•Amherst, NH

100d•Onsite

About The Position

To assist members and potential members with their Credit Union needs directly and through other Financial Service Representatives. This role provides expertise with respect to more complex Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, and lending. The representative will explain services, set up new accounts, respond to problems, and direct members to the appropriate people for their consumer lending needs, processing consumer loans from start to finish.

Requirements

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

Nice To Haves

Previous Lending Experience, is a plus
Post-secondary education, desired

Responsibilities

Welcome Members and complete 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.
Open accounts for new members and work 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. Seek answers about such Products and Services by participating in on-going training. Use 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.
Interview 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.
Assure that appropriate records are maintained and required reports are prepared.
Perform other related duties, as assigned.