Branch Specialist

Essential Functions & Responsibilities

• Assists members with establishing memberships, opening and maintaining personal and business accounts, and supporting all related account services (notary, IRA, wire transfers), including debit cards, digital/phone banking, check orders, and direct deposits, while also carrying out lending responsibilities.
• Accurately processes a variety of Teller transactions in accordance with cash handling procedures and policy (deposits, withdrawals, loan payments, check cashing, etc).
• Manages cash and coin inventory, requests and verifies currency, follows cash control procedures and policy, and ensures workstation security.
• Maintains up-to-date knowledge of credit union procedures, services, and compliance requirements.
• Assists members with account inquiries, ATM access, including fraud claims and account disputes. Performs account maintenance and resolves issues efficiently.
• Provides basic guidance on credit union products and services. Cross-sells, offers tailored solutions, and refers members to appropriate departments for specialized services.

Performance Measurements

• Member accounts and loan requests are processed accurately, efficiently, and in compliance with policy.
• Cash drawer and workstation are consistently balanced and secured with minimal errors.
• Consistently meets or exceeds member service expectations and contributes to a positive and inclusive team environment.
• Referrals and cross-sells support product and service growth, meeting monthly referral goals.
• Adherence to operational and compliance standards is consistently demonstrated.
• 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 in customer or member-facing roles and six months of cash handling experience in a financial or customer service setting preferred.
• Education: High school diploma or equivalent required.
• Interpersonal Skills: Positive, professional communication style with strong interpersonal and organizational skills. Demonstrates empathy and Responsiveness In a Service Setting.
• Technical/Other Skills: Proficiency in Microsoft Office and branch systems; ability to use cash recyclers, adding machines, and standard office technology. Ability to process high volumes efficiently and accurately.

Sign on Bonus

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.

IDEA Principles

We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive, while also upholding our cultural standards of psychological safety, respect, and collaboration in every interaction.