Greylock Federal Credit Union · 4 months ago
Branch Specialist, Southern Berkshire County
Great Barrington, MA, US
Full-time
Onsite
Entry Level
$20/hr - $23.51/hr
3+ years expGreylock Federal Credit Union is a community-focused financial institution committed to building a diverse workforce. The Branch Specialist role involves providing high-quality member service, processing transactions, and assisting with loan applications while ensuring compliance with Credit Union policies.
BankingFinanceFinancial Services
Responsibilities
Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the members served by the Credit Union while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union Policies and procedures
Accurately processes a variety of member transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc). Balances cash, work and ensures proper documentation is signed and stamped at end of day
Serves as a Member Services Representative. Provides a wide variety of member service. Opens various types of accounts and assists with a wide variety of transactions. Troubleshoots and reconciles problems and/or complaints referred by members and/or Tellers
Maintains current knowledge of all Credit Union products and services. Actively cross sells and provides product guidance to members. Refers members to specialized departments as appropriate
Is accountable for performing key job requirements of a Member Service Representative and a Teller
Serves as a loan interviewer. Interviews and completes loan applications for the consumer loans offered by the Credit Union. Provides financial advice concerning loan options and features. Processes online consumer loan applications
Uses Greylock’s principles of Relationship Decisioning
Assists members on any problems on existing accounts. Provides guidance and troubleshoots account errors. Performs file maintenance of member account information
Promotes the Credit Union wherever and whenever possible. Encouraged to actively represent the Credit Union in local civic, community and professional organizations
Qualification
Required
High School diploma or its equivalent plus specialized course work and training
Demonstrates a positive, professional communication style and quality member service, with effective organizational and interpersonal skills, while meeting assigned deadlines
Ability to work independently and in a remote location
Ability to use various types of office equipment, spread sheet applications, adding machines, cash recyclers (as applicable) and PC proficient in Microsoft Office Suite
Ability to lift up to 25 pounds and stand for a long period of time
Ability to work in a high-volume work environment
Preferred
Three or more years in a Teller position
Good working knowledge of Credit Union products and services
A basic understanding of compliance regulations adhered to in the branch network
Benefits
Suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness)
401k plans with employer match & employer pension contributions
PTO
Employee incentive plans
Opportunity for profit sharing
Employer paid life insurance
Short- and long-term disability
Additional life, accident, and critical illness benefits
Pet insurance
Medicare employee assistance
Company
Greylock Federal Credit Union
Greylock Federal Credit Union deals with financial services like digital banking, mortgages, auto and equity loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Bissell
President and CEO
Amit Behal
Senior Vice President, Chief Information Officer
Recent News
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