Branch Specialist

Greylock Federal Credit Union•Williamstown, MA

10d•$20 - $24•Onsite

About The Position

The Universal Member Specialist serves as a knowledgeable and responsive resource for members, supporting new account openings, loan origination, and problem resolution. This role is responsible for delivering exceptional member service and supporting a wide range of teller transactions, account types, and product solutions. The Specialist assists in guiding members through complex account matters and contributes to team training and support. Promotes credit union products and services, ensures compliance with operational policies, and maintains cash handling standards.

Requirements

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.
High school diploma or equivalent required.
Demonstrates strong communication, problem-solving, and member engagement skills.
Capable of handling sensitive account issues with discretion and professionalism.
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

Nice To Haves

Progressive experience in Member Service type roles
a minimum of 2 years’ experience in a Teller or cash handling position

Responsibilities

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.
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.
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.
Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security.
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.
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.
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.