Branch Specialist

Greylock Federal Credit Union•Greenfield, MA

1d•$20 - $24•Onsite

About The Position

The Branch Specialist provides exceptional and accurate service through courteous and professional interactions. This role performs a combination of teller transactions, account services, and member support functions. Responsibilities include processing financial transactions, maintaining accurate member records, cross-selling products and services, and ensuring compliance with operational, cash-handling, and security standards.

Requirements

High school diploma or equivalent required.
Proficiency in Microsoft Office and branch systems; ability to use cash recyclers, adding machines, and standard office technology.
Ability to process high volumes efficiently and accurately.
Positive, professional communication style with strong interpersonal and organizational skills.
Demonstrates empathy and responsiveness in a service setting.

Nice To Haves

At least 1 year of financial services in customer or member-facing roles
Six months of cash handling experience in a financial or customer service setting preferred.

Responsibilities

Assists members with establishing memberships, opens and maintains personal and business accounts, supports all related account services (notary, IRA, wire transfers), including debit cards, digital/phone banking, check orders, and direct deposits, while also carrying out lending responsibilities.
Accurately processes a variety of Teller transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc). Cash recycler trained, balances cash and work daily, and ensures proper documentation is signed.
Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security. Maintains up-to-date knowledge of credit union procedures, services, and compliance requirements.
Assists members with account inquiries, ATM access, including fraud claims and account disputes. Perform account maintenance and resolve issues efficiently. Adheres to procedures for safeguarding member information and data confidentiality.
Provides basic guidance on credit union products and services. Cross-sells, offers tailored solutions and refers members to appropriate departments for specialized services.