Branch Specialist

Branch Specialist

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

Position Title:

Branch Specialist

Work Arrangement:
In-Office

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.

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.

Essential Functions & Responsibilities:

• 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. Perform account maintenance and resolve 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.

Performance Measurements:

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.

Key

Competencies:

• Member Service
• Attention to Detail
• Communication

Additional

Competencies:

• Problem Solving
• Collaboration
• Sales & Influence

Lending Authority:
As Approved

Physical Requirements:

Must be able to remain in a seated or standing position for extended periods and operate standard office equipment. Lifting of up to 25 pounds may occasionally be required.

Work Environment:
Member-facing branch setting with frequent in-person interactions and occasional need for coverage at other locations, depending on operational needs. Mileage reimbursed when traveling between locations.

Salary Range:
The salary range for this role is $20.00 to $23.51. This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for…