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Job Information
Greylock Federal Credit Union* Branch Manager I in Lanesboro, Massachusetts
The full Branch Manager I job description{target="_blank" rel="noopener noreferrer"} contains more information about this position. Key Job Requirements: Opens and maintains a wide variety of accounts for members Services complex accounts, such as Trusts, Estates and POA\'s. Assists members on any problems on existing accounts. Performs file maintenance of member account information and processes other requests. Rebates fees using their system override. 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. Interviews and Originates Mortgage and Home Equity Loan applicants. Advises members of various mortgage 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. Takes an active role in Business Development, promoting Greylock\'s products and services. 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. 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. 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. Responsible for supervising branch staff and daily branch operations. Initiates disciplinary action as warranted and completes Performance Reviews and Coaching as scheduled. Makes hiring, firing and promotional recommendations. Manages compliance of cash audits and limits and assures that required periodic audits of cash, ATM vaults, and teller drawers are performed in accordance with established operational procedures. Ensures the Branch is opened and closed under dual control and that security systems are properly set. Responds to alarms as required. May serve in a non-cash teller capacity. Responsible for balancing transactions. May be required to become a Notary Public. May be required to become a Medallion Guarantee (STAMP Signer). 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. 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. Attends monthly Teller Supervisor meetings. Position Requirements: High School diploma or equivalent plus specialized course work and training. College coursework a plus. Three-plus years in a teller position with at least one year as Teller Supervisor preferred. Demonstrated supervisory, customer service and problem-solving skills. Ability to use various types of office equipment, spread sheet applications and PC 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 Preferred knowledge of Teller Line operations and procedures.