Branch Specialist

Greylock Federal Credit Union*

Williamstown, MA

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JOB DETAILS

SKILLS

ATM, Analysis Skills, Banking Services, Cash Management, Communication Skills, Computer Workstations, Cross-Selling, Customer Support/Service, Documentation, Exceeded Sales Goal, Fiduciary, Interpersonal Skills, Loan Documents, Microsoft Office, Mortgage, Office Equipment, Onboarding, Online Banking, Operational Support, Performance Metrics, Problem Solving Skills, Property Maintenance, Psychology, Recycling, Resolve Customer Issues, Sales, Service Delivery, Time Management, Transaction Processing/Management

LOCATION

Williamstown, MA

POSTED

12 days ago

Sign on bonus: \$1,500.00 sign on bonus available for full-time employment. Eligibility for the bonus is \$500 after successful completion of onboarding/training to be paid with two months of service, and \$1,000 after 6 months of continued full-time satisfactory service. Essential Functions & Responsibilities: 1. Assists members with establishing memberships and open and maintain personal, business, and fiduciary accounts such as trusts, estates, POAs, and UTMAs. They also support related account services including debit cards, digital/phone banking, check orders, and direct deposits. 2. Accurately processes a variety of Teller transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc). Vault Teller certified, cash recycler trained, balances cash and work daily, and ensures proper documentation is signed. 3. Assist with complex account maintenance, including fraud claims, account disputes, name changes, collection account matters, deceased member accounts, wire transfers and term share certificate renewals. Process overrides and fee rebates within assigned authority. Perform Notary Public services, as applicable. 4. Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security. 5. Provide accurate product knowledge, offer tailored solutions, and refer members to appropriate departments for specialized services. Cross-sell products in alignment with member needs and organizational goals. 6. Performs operational support tasks such as; transaction overrides, vault management, ATM balancing, balances cash recyclers, and opens and closes the branch as needed. Participates in the training and support of new team members, and models excellent service and adherence to procedures. 7. Originate, process and close consumer loan applications. Interview and originate Home Equity loan applications. Guide members through disclosures, document collection, and coordinates with lending teams. General knowledge of mortgage products. Performance Measurements: Member accounts, loan requests, and teller-related transactions are processed accurately, efficiently, and in compliance with policy. Daily balancing and cash management procedures are followed with minimal errors. Sales goals and referral targets are met or exceeded through active member engagement. Account problem resolution and member inquiries are resolved effectively with appropriate documentation. Members receive timely, courteous, and knowledgeable service. Contributions to team support and training improve overall service delivery. Upholds Greylock\'s cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions. Knowledge and Skills: Experience: At least 1 year of financial services or public-facing service experience required. Progressive experience in Member Service type roles and a minimum of 2 years\' experience in a Teller or cash handling position preferred. Education: High school diploma or equivalent required. Interpersonal Skills: Demonstrates strong communication, problem-solving, and member engagement skills. Capable of handling sensitive account issues with discretion and professionalism. Technical/Other Skills: Proficient in Microsoft Office Suite and core banking systems. Familiar with standard office equipment and online banking tools. Ability to analyze account and lending documents. Familiarity with cash recyclers, check scanning, vault controls, and teller line operations. Ability to process high volumes efficiently and accurately

About the Company

Greylock Federal Credit Union*

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