Senior Branch Relationship Lead: Coaching & Financial Solutions

All One Credit Union; Worcester (MA); On-site; USD 33,089 - 49,634; Full time

Benefits offered by this job

401K plan

Competitive benefits

Career development

Job summary

All One Credit Union is seeking a Member Relationship Representative III to lead branch operations, coach the team on service excellence, and engage members in needs-based conversations while offering financial solutions.

The role covers onboarding new members, opening accounts, handling loans and closings, supervising teller balancing, and ensuring compliance with BSA and other regulations. A rotating Monday–Saturday schedule is required.

Qualifications

• Minimum 3 years of banking experience with teller and member service responsibilities.
• Demonstrated supervisory skills.
• Strong knowledge of banking products, services and branch operations.
• Excellent member service delivery with strong communication and interpersonal skills.
• Proficient with technology and Microsoft Office.
• NMLS registration required.
• Ability to work a rotating schedule Monday through Saturday.

Responsibilities

• Oversees branch operations, including cash handling and fraud prevention, and manages daily reports.
• Coaches and mentors branch staff to achieve goals and develop potential.
• Delivers exceptional member experience and needs-based conversations.
• Recommends appropriate financial solutions and refers to product specialists as needed.
• Handles onboarding, new accounts, loans, mortgages, and routine banking transactions.
• Supervises teller balancing and cash reconciliation; ensures adherence to policies.

Skills

Banking experience

Teller & member service

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

All One Credit Union is seeking a Member Relationship Representative III to lead branch operations, coach the team on service excellence, and engage members in needs-based conversations while offering financial solutions.

The role covers onboarding new members, opening accounts, handling loans and closings, supervising teller balancing, and ensuring compliance with BSA and other regulations. A rotating Monday–Saturday schedule is required.