Branch Specialist

Greylock Federal Credit Union; Pittsfield (MA); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Sign-on bonus

Stipend for bilingual employees

Job summary

Greylock Federal Credit Union in Massachusetts is seeking a Teller/Member Services Associate to assist members with memberships, deposits, loan payments, and related services. You will process transactions, manage cash, and support notary and account maintenance tasks while upholding credit union policies.

The role emphasizes accurate cash handling, cross-selling appropriate products, and providing friendly, knowledgeable service.

Qualifications

• 1 year of financial services or public-facing service experience required.
• Progressive experience in Member Service roles; 2 years teller or cash handling preferred.
• High school diploma or equivalent.
• Strong communication, problem-solving, and member engagement skills.
• Proficient in Microsoft Office and core banking systems; familiar with cash recyclers and teller operations.

Responsibilities

• Assist members with establishing memberships and opening personal, business, and fiduciary accounts; support related services.
• Process Teller transactions (deposits, withdrawals, loan payments, check cashing) with vault/cash handling procedures.
• Handle complex account maintenance (fraud claims, disputes, name changes, wire transfers, etc.) and Notary services where applicable.
• Manage cash/coin inventory, verify currency, and ensure security and proper documentation.
• Provide product knowledge, cross-sell appropriately, and refer to relevant departments.
• Perform operational tasks including overrides, vault management, ATM balancing, and training new staff.
• Originate and process consumer loan applications and Home Equity loans; guide members through disclosures and documentation.

Skills

Financial services experience

Public-facing service

Member engagement

Communication skills

Problem solving

Discretion

Education

High school diploma

Tools

Microsoft Office Suite

Core banking systems

Online banking tools

Cash recyclers

Vault controls

Check scanning

Job description

Bilingual: Preferred not required. Bilingual employees are eligible to receive a stipend in addition to the posted pay range below after completing a proficiency test.

Sign on bonus: $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.

Essential Functions & Responsibilities

1. 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.
2. 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.
3. 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.
4. Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security.
5. 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.
6. 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.
7. 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.

Performance Measurements

Member accounts, loan requests, and teller-related transactions are processed accurately, efficiently, and in compliance with policy. Daily balancing and cash management procedures are followed with minimal errors. Sales goals and referral targets are met or exceeded through active member engagement. Account problem resolution and member inquiries are resolved effectively with appropriate documentation. Members receive timely, courteous, and knowledgeable service. Contributions to team support and training improve overall service delivery. Upholds Greylock's cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Knowledge and Skills

• Experience: 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.
• Education: High school diploma or equivalent required.
• Interpersonal Skills: Demonstrates strong communication, problem-solving, and member engagement skills. Capable of handling sensitive account issues with discretion and professionalism.
• Technical/Other Skills: 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.