Branch Specialist at Greylock Federal Credit Union in Williamstown, MA

Summary: Greylock Federal Credit Union is a community-focused financial institution serving Berkshire County since the 1930s. They are seeking a Branch Specialist to provide exceptional member service, assist with account openings, and support various teller transactions while promoting credit union products and ensuring compliance with operational policies. 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 Required Qualifications: - At least 1 year of financial services or public-facing service experience required - 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 - Must be able to remain in a seated or standing position for extended periods and operate standard office equipment - May require light lifting of up to 25 pounds Preferred Qualifications: - Progressive experience in Member Service type roles and a minimum of 2 years' experience in a Teller or cash handling position preferred Required Skills: Cash handling, Vault Teller certification, Cash recycler operation, Notary Public services, Consumer loan origination, Home Equity loan processing, Mortgage product knowledge, Microsoft Office Suite, Core banking systems, Check scanning, Vault controls, Teller line operations, Member engagement 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., Greylock offers competitive benefits and a range of opportunities to grow your career., Choose from two comprehensive medical plan options, along with FSA Medical/Dependent Care, HSA/HRA, dental, vision, and wellness benefits., Our generous benefits package includes 401k plans with employer match and employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing., Greylock offers employer paid life insurance along with both short- and long-term disability., Per an individual’s need, additional life, accident, critical illness benefits, and pet insurance, may also be elected.