Job Information
Greylock Federal Credit Union* Member Services Representative Float in Pittsfield, Massachusetts
CLICK HERE to view the full job description and to apply!{target="_blank" rel="noopener noreferrer"} Key Job Requirements: - 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. - Provides efficient, effective and courteous member service. Assists with a wide variety of transactions. Assists members establish their membership, opening savings, checking and Certificates of Deposit Opens additional services such as Debit Cards, Direct Deposit, payroll deductions, etc. - Originate, 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. - Maintains current knowledge of all Credit Union products. Actively offers solutions and provides product guidance to members. Refers members to specialized departments as appropriate. - Assists members with open various fiduciary accounts such as Social Security Rep Payee, Tenant Escrow, Uniform Transfers to Minors (UTMA), Estate and other similar accounts. - Opens Business Accounts and processes all necessary paperwork required. - Creates and approves Wire Transfer Requests for Domestic and Foreign Wires. Related Responsibilities: - 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. - 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. - Accountable for securing work station and confidential data. Safeguards documents with member information at all times. Maintains privacy of member account information - May be required to become a Notary Public. - May serve in a non-cash teller capacity. Responsible for balancing transactions. - 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. - Six months experience in dealing with the public. - 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.