Member Services Representative Receptionist, Allendale Branch at Greylock Federal Credit Union – Pittsfield, Massachusetts

Position Title: Member Services Representative Receptionist

Department: Allendale 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, performs a variety of member service duties to meet the highest level of quality service and sales 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. Serves as the welcoming liaison for the branch in a receptionist capacity. Actively greets and directs members to appropriate areas by demonstrating the utmost assistance in a professional and polished manner. 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.

3. Provides courteous, friendly, professional, efficient and effective member service. Assist members with a wide variety of services including, but not limited to, ATM services, Nice Touch, direct deposit, online banking, Debit Cards, check orders and statements.

4. Maintains current knowledge of all Credit Union products. Actively cross sells and provides product guidance to members. Refers members to specialized departments as appropriate.

Related Responsibilities:
5. Assists members on any problems on existing accounts. Performs file maintenance of member account information on computer and processes other requests.

6. Prepares a variety of reports as needed, including but not limited to member service activity, check orders, phone call logs, ATM mailing logs for outgoing cards, central filing for completed forms.

7. Accountable for securing workstation and confidential data. Safeguards documents with member information at all times. Maintains privacy of member account information.

8. Actively represents the Credit Union in local civic, community and professional organizations. Promotes the Credit Union wherever and whenever possible.
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.
•Two years experience in positive interactions with the public.
•Must demonstrate an upbeat, professional communication style, and quality customer/member service with effective organizational and interpersonal skills.
•Must possess a basic knowledge of Credit Union products and services.
•Able to use various types of office equipment, including office software, spread sheet applications and PC proficient in Microsoft Office Suite.

Supervisory Scope: None

The salary range for this role is $17.31 to $19.31 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.