Senior Branch Leader: Member Services & Lending

Greylock Insurance Agency

Great Barrington (MA)

On-site

USD 31,000 - 40,000

Full time

14 days+

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Benefits offered by this job

Sign-on bonus
Bilingual stipend after proficiency

Job summary

Greylock Federal Credit Union in Great Barrington, MA is seeking a Universal Member Manager to lead branch operations, mentor staff, and manage advanced account, lending, and service activities.

This in-office role requires strong supervisory skills, cash handling expertise, and adherence to credit union policies. A sign-on bonus is available; applicants typically have 5+ years in financial services.

Qualifications

  • 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. Additional training or coursework in financial services is preferred.

Responsibilities

  • Serves 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.
  • Maintains a cash drawer, cash recycler trained, vault certified, and follows vault operating and cash handling procedures; manages cash/coin inventory and schedules teller coverage.
  • Maintains lending authority, ensures compliant disclosures, and executes accurate workups, decisions, and disbursements; interviews, originates, and closes home equity loans.
  • Keeps up-to-date knowledge of credit union procedures, service, and compliance; maintains confidentiality, vault controls, and audit readiness; resolves complex issues.
  • Accountable for annual branch audit requirements and performs surprise cash audits per Branch Audit Plan.
  • Represents Greylock in community and professional forums to expand visibility and brand awareness.

Skills

Coaching & Mentoring
Member Services
Problem Solving
Communication
Attention to Detail

Education

High school diploma

Tools

Microsoft Office
Core banking systems
Loan origination platforms

Job description

Greylock Federal Credit Union in Great Barrington, MA is seeking a Universal Member Manager to lead branch operations, mentor staff, and manage advanced account, lending, and service activities.

This in-office role requires strong supervisory skills, cash handling expertise, and adherence to credit union policies. A sign-on bonus is available; applicants typically have 5+ years in financial services.

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