Hybrid Assistant Branch Manager, West Street Branch chez Greylock Federal Credit Union

Position Title: Assistant Branch Manager

Department: West Street Branch 

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 Branch Manager, coordinates and supervises the ongoing activities of a branch to provide for the delivery of member services in conformance with established Credit Union policies, strategies and procedures. 

This position requires registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed.  Initial registration is required immediately upon hire into this position. 

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. Opens and maintains a wide variety of accounts for members including but not limited to new memberships, checking and savings, certificates of deposits, Individual Retirement Accounts and Business Accounts. 

3. Assists members on any problems on existing accounts. Provides guidance and troubleshoots account errors. Performs file maintenance of member account information and processes other requests.  Rebates fees using a system override. 

4. Services complex accounts, provides guidance and direction to staff and members. Handles complaints and assists with complex issues and account types such as trusts, POA’s, deceased members and business accounts.

5. Originate, underwrite, close and process disbursements for loan applications for Consumer, Loans. Performs all necessary work-ups. Reviews to ensure documents are complete for submission to Loan Department; enters data for consumer loan set-ups to the online system.

6. Interviews and Originates Home Equity Loan applicants. Advises members of various products and pricing. Reviews and explains all applicable disclosures with members. Collects all necessary documents from applicants and provides documentation to the appropriate departments for loan processing. 

7. Takes an active role in Business Development, promoting member satisfaction through Greylock's products and services. Meets or exceeds personal, branch and organizational goals. Educates, motivates and coaches staff to recognize, track and fulfill member needs.

8. Partners with the Branch Manager and Teller Supervisor to manage the branch annual audit requirements and perform surprise cash audits that are conducted in accordance with the established operational procedures.   Responsible for adhering to and monitoring branch cash limits, in the absence of the Branch Manager and/or Teller Supervisor.

9. Provides for the preparation of various reports and records, including goal tracking. Ensures branch compliance with currency transaction reporting and BSA requirements.   Monitors documents and procedures and provides training to appropriate personnel.  Reports compliance activities. Directly responsible for adhering to compliance issues pertinent to branch cash limits, vaults and teller drawers.

10. Coordinates staffing and ensures proper branch coverage at all times. Plans, coordinates and directs the daily activities of the branch.  Ensures the efficient, effective and courteous delivery of member services.  

11. Ensures proper upkeep of branch facility, grounds and equipment. Ensures that branch facility is maintained in a neat, attractive, and functionally efficient manner for members.

12. May serve in a non-cash teller capacity. Responsible for balancing transactions.

13. May be required to become a Notary Public. 

14. May be required to become a Medallion Guarantee (STAMP Signer).

15. Provides for branch security in conformance with Credit Union’s established security program and procedures; ensures that all security equipment is in proper working order.  Provides staff with security training and information as necessary.

16. Ensures that branch staff is informed and in compliance; conducts periodic meetings to provide updated information. Directly responsible for adhering to compliance issues pertinent to branch.

17. In absence of Branch Manager, has complete responsibility for management of the branch.  

18. 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 equivalent, plus specialized course work and training. 
• College coursework a plus. 
• Progressive experience in Member Service roles or Teller Supervising preferred.
• Demonstrated, customer service and problem-solving skills.   
• Supervisory and loan origination experience preferred.
• Ability to use various types of office equipment, spread sheet applications and proficient in Microsoft Office Suite.
• Ability to travel to the Credit Union’s various branch locations.
• Possess a thorough knowledge of Credit Union products and services

Supervisory Scope: Supervises full and part-time branch employees

Lending Authority: As approved by Board of Directors

The salary range for this role is $22.11 to $28.75 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.