Universal Member Manager

Greylock Federal Credit Union • Great Barrington, MA

73d • $22 - $29 • Onsite

About The Position

The Universal Member Manager serves as a senior peer leader within the branch, supporting daily operations, mentoring front-line staff, and handling advanced account, lending, and service responsibilities. This role performs a variety of Universal Member transactions, provides subject matter expertise, coordination support, processes various transaction types as needed, and ensures branch-level accountability for service delivery and compliance in alignment with Credit Union policies and strategic goals. In Branches without a Teller Manager, the Universal Member Manager performs a variety of Teller transactions and oversees operational functions of the Teller Line.

Requirements

• Minimum 5 years of experience in a credit union or financial services environment with demonstrated expertise in lending, member service, account management, cash handling, and supervisory skills.
• High school diploma or equivalent required.
• Proficient in Microsoft Office, core banking systems, and loan origination platforms.
• Familiarity with consumer and home equity loan processes, teller overrides, cash recyclers, check scanning, ATMs, vault controls, mitigating risks, and compliance requirements.
• Must be able to remain in a seated or standing position for extended periods and operate standard office equipment.
• Employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.

Nice To Haves

• Bilingual: Perferred not required (Bilingual employees are eligible to receive a stipend in addition to the posted pay range below after completing a proficiency test)
• Additional training or coursework in financial services is preferred.
• Strong leadership and peer coaching abilities.
• Professional, empathetic communicator with the ability to build trust, solve problems, and guide others.

Responsibilities

• Serve as the branch lead resource for onboarding, informal coaching, coverage planning, and performance consistency. Oversees the branch in the absence of the Branch Manager.
• Opens various accounts, resolves business/fiduciary accounts, wires, deceased member processing, fraud/dispute cases, and account exceptions; ensures documentation quality and timely follow-through.
• In branches without Teller Manager, maintains a cash drawer, cash recycler trained, vault certified, and ensures vault operating and cash handling procedures and policy are followed. Manages cash and coin inventory, enforces cash limits, and workstation security. Oversees operational functions, scheduling, and coverage needs of the teller line. Tellers report directly to the Universal Member Manager: model service standards and peer development.
• Maintain lending authority, ensure compliant disclosures, and execute accurate workups, decisions, and disbursements. Interview, originate, and close home equity applications; review disclosures and documentation; coordinate pipeline and quality control.
• Maintains up-to-date knowledge of credit union procedures, services, and compliance requirements enforces member confidentiality, regulatory compliance education, vault and cash controls, teller overrides and fee adjustments within authority, and audit readiness. Manages complex issue resolution, maintains expert knowledge, delivers need-based recommendations, and routes to internal specialists, as applicable.
• Accountable for the branch annual audit requirements, in conjunction with the Branch Manager. Performs surprise cash audits in accordance with the Branch Audit Plan and maintains written documentation as directed annually.
• Represents Greylock in community, civic, and professional forums to expand the organization's visibility and brand awareness through professional engagement, networking, or external volunteer opportunities.

Benefits

• $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.
• Two comprehensive medical plan options
• FSA Medical/Dependent Care
• HSA/HRA
• Dental
• Vision
• Wellness benefits
• 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, critical illness benefits, and pet insurance, may also be elected.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED