Assistant Branch Manager Position Available In Berkshire, Massachusetts

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Key Job Requirements:

Opens and maintains a wide variety of accounts formembers including but not limited to new memberships, checking andsavings, certificates of deposits, Individual Retirement Accounts andBusiness Accounts. Assists members on any problems on existing accounts.

Provides guidance and troubleshoots account errors. Performs filemaintenance of member account information and processes other requests.

Rebates fees using a system override. Services complex accounts,provides guidance and direction to staff and members. Handles complaintsand assists with complex issues and account types such as trusts,POA’s, deceased members and business accounts. Originate, underwrite,close and process disbursements for loan applications for Consumer,Loans. Performs all necessary work-ups. Reviews to ensure documents arecomplete for submission to Loan Department; enters data for consumerloan set-ups to the online system. Interviews and Originates Home EquityLoan applicants. Advises members of various products and pricing.

Reviews and explains all applicable disclosures with members. Collectsall necessary documents from applicants and provides documentation tothe appropriate departments for loan processing. Takes an active role inBusiness Development, promoting member satisfaction through Greylock’sproducts and services. Meets or exceeds personal, branch andorganizational goals. Educates, motivates and coaches staff torecognize, track and fulfill member needs. Partners with the BranchManager and Teller Supervisor to manage the branch annual auditrequirements and perform surprise cash audits that are conducted inaccordance with the established operational procedures. Responsible foradhering to and monitoring branch cash limits, in the absence of theBranch Manager and/or Teller Supervisor. Provides for the preparation ofvarious reports and records, including goal tracking. Ensures branchcompliance with currency transaction reporting and BSA requirements.

Monitors documents and procedures and provides training to appropriatepersonnel. Reports compliance activities. Directly responsible foradhering to compliance issues pertinent to branch cash limits, vaultsand teller drawers. Coordinates staffing and ensures proper branchcoverage at all times. Plans, coordinates and directs the dailyactivities of the branch. Ensures proper upkeep of branch facility,grounds and equipment. Ensures that branch facility is maintained in aneat, attractive, and functionally efficient manner for members. Mayserve in a non-cash teller capacity. Responsible for balancingtransactions. May be required to become a Notary Public. May be requiredto become a Medallion Guarantee (STAMP Signer). Provides for branchsecurity in conformance with Credit Union’s established securityprogram and procedures; ensures that all security equipment is in properworking order. Provides staff with security training and information asnecessary. Ensures that branch staff is informed and in compliance

Position Requirements:

High School diploma or equivalent, plusspecialized course work and training. College coursework a plus.

Progressive experience in Member Service roles or Teller Supervisingpreferred. Demonstrated, customer service and problem-solving skills.

Supervisory and loan origination experience preferred. Ability to usevarious types of office equipment, spread sheet applications andproficient in Microsoft Office Suite. Ability to travel to the CreditUnion’s various branch locations. Possess a thorough knowledge ofCredit Union products and serv ces