Branch Specialist

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Greenfield-FFFCU, Greenfield, MA, US

4 days ago Requisition

Salary Range: $20.00 To $23.51 Hourly

Franklin First Federal Credit Union- A Division of Greylock Federal Credit Union

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.

The Branch Specialist provides exceptional and accurate service through courteous and professional interactions. This role will carry out lending responsibilities and a combination of financial transactions, account services, and member support functions. While maintaining accurate member records, cross‑selling products and services, and ensuring compliance with operational, cash‑handling, and security standards.

• Assists members with establishing memberships, opens and maintains personal and business accounts, supports 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). Cash recycler trained, balances cash and work daily, and ensures proper documentation is signed.
• 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. Adheres to procedures for safeguarding member information and data confidentiality.
• Provides basic guidance on credit union products and services. Cross‑sells, offers tailored solutions and refers members to appropriate departments for specialized services.

The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required.

• 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.

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…