Job Openings: Branch Specialist-Penn Yan
| Announcement Date: | January 7, 2026 |
| Location of Position: | Penn Yan, NY |
| Salary: | $19.00- $22.38 per hour (The actual compensation will be determined based on experience and other factors determined by law.) |
| Days: | Monday-Friday |
| Hours: | 8:15am – 5:15pm |
Duties:
Serve as an ambassador between the member and the credit union. This role covers a broad range of activities including, but not limited to, transaction processing, new accounts, loan processing, and customer service. Responsible for following all policies and procedures, while providing a professional, courteous and efficient customer service to our members.
Essential Duties:
- Answer phones. Handle member requests. Transfer calls to specific staff or departments as requested by the member.
- Obtain a thorough working knowledge of all Credit Union products.
- Provide coverage on teller line, member services, lending and receptionist desk
- Interact with members to explain, promote and offer products as appropriate
- Greet and respond to member inquiries, requests, or problems. Handle complaints as necessary
- Assist members with stop payments, photo copies of share drafts, payroll deduction, Debit and credit cards, online banking, bill pay, RDC, telephone teller, cross member transfers, IRAs, Share Certificates, travel notice and address changes
- Complete Gpod, morning branch totals, processing mail and night drop
- Any other duties as assigned by supervisor/management
- Community involvement is a requirement of this position as outlined in the ServU Employee Handbook
- Comply with all safety and security policies, practices and procedures. Report any unsafe or suspicious activities to your supervisor
- Complies with all federal, state, and organizational policies, procedures, and processes, including (but not limited to) the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC). Performs related responsibilities as required
Transactions:
- Process transactions: deposits, withdrawals, transfers, check cashing, loan payments, money orders, official checks, cash advances, wires, check orders, merchandise
- Assist with cleanliness of work and office areas and maintenance of machinery
Member Services:
- Open new memberships, share draft, share certificates, IRA’s, debit card, and other services as requested
- Process member check orders, US Savings bond redemptions, and Foreign Item for deposit
- Obtain a thorough knowledge of requirements for special accounts: Custodial, Rep Payee, Court Ordered, Burial, Deceased, Trust, Power of Attorney, Organization and Business Account
Lending:
- Interview and gather member information for loan requests, pull credit reports, process approved or denied loans, disburse loan proceeds
- Complete loan check-backs
Requirements:
- Strong social skills and professional appearance
- Team player with department and other branch staff
- Ability to handle multiple tasks simultaneously
- Excellent grammar and communication skills
- Organization skills with attention to detail
- Strong computer skills
- Timeliness and attendance are essential
- Sitting or standing for extended periods of time
- Ability to lift up to 25lbs
How to Apply
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