Position Title: Senior Member Services Representative Float
Department: Retail Services
Work Arrangement: In-office
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.
To be employed by Greylock Federal Credit Union employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.
Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting.
Under the general supervision of the VP Retail Member Services, performs a variety of member services duties to meet service and solutions objectives and to ensure the ongoing effectiveness of member service in conformance with established Credit Union policies, strategies and procedures.
Key Job Requirements:
1. Performs any functions within scope of authority and expertise to provide the highest level of service and responsiveness to the members served by the Credit Union while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures.
2. Provides efficient, effective and courteous member service. Assists with a wide variety of transactions. Assists members in establishing their membership, opening savings, checking and certificates of deposit. Opens additional services such as debit cards, direct deposit, payroll deductions, etc.
3. Originate, close and process disbursements for loan applications for Consumer Loans. Performs all necessary workups. Reviews to ensure documents are complete for submission to Loan Department; enters data for consumer loan set-ups to the online system.
4. Maintains current knowledge of all Credit Union products. Actively offers solutions and provides product guidance to members. Refers members to specialized departments as appropriate.
5. Assists members with opening various fiduciary accounts such as Social Security Rep Payee, Tenant Escrow, Uniform Transfers to Minors (UTMA), Estate, Trust and other similar accounts.
6. Opens Business Accounts and processes all necessary paperwork required.
7. Creates and approves Wire Transfer Requests for Domestic and Foreign Wires.
8. Originates Home Equity and Mortgage Loans and submits documents to the Mortgage Department.
Related Responsibilities:
9. May be required to assist with training others in Member Service, either in a classroom setting or in-branch.
10. May be required to assist with other Retail Services tasks, such as compiling and analyzing reports, conducting system testing and/or assisting with projects.
11. May serve as the branch receptionist. Greets and directs members to appropriate areas. Provides telephone coverage for the staff, directing calls appropriately and assisting with inquiries both in person and via the telephone. Provides follow-up on member inquiries to assist staff.
12. Assists members on any problems on existing accounts including but not limited to account disputes, fraud, closing accounts, name changes, deceased accounts, address changes, certificate renewals, retirement distributions and stop payments. Provides guidance and troubleshoots account errors. Performs file maintenance of member account information.
13. May be required to become a Notary Public.
14. May serve in a non-cash teller capacity. Responsible for balancing transactions.
15. Promotes the Credit Union wherever and whenever possible. Encouraged to actively represent the Credit Union in local civic, community and professional organizations.
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.
Position Requirements:
- High School diploma or its equivalent.
- One year experience in dealing with the public.
- Two years Member Service experience with demonstrated success.
- Demonstrated communication, customer service and organizational skills.
- Ability to use various types of office equipment, including office software, spread sheet applications and PC proficient in Microsoft Office Suite.
- Employee needs reliable transportation to travel to and from various branches.
- Mileage will be reimbursed to and from branches from the employees’ base work location.
Supervisory Scope: None
The salary range for this role is $18.01 to $22.51 an hour. 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 exceptionally qualified individuals. An employee’s pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future.
