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If you want to be part of a winning exciting team, please see below our current opportunities.  Please submit your resume and letter of intent to hrjobs@freedom.coop indicating what opportunity you would like to be considered for. 

Sr. Universal Agent-Full Time in Easthampton

Essential Duties and Responsibilities:  (Other duties may be assigned) 

  • Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans, assist in closing both consumer and home equity loans. Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.

  • Order the appropriate amounts and types of cash for the branch and maintain proper documentation of all currency received and disbursed.

  • Maintain overall control and accountability for all vault recommencement including ATM, coin machine, TCR and Main vault.  Periodically audit branch vaults/safes as required by policy. Maintain documentation of audit for monthly reporting to senior management.

  • Assist with wide variety of member services including regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.

  • Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to current account productivity and suggest resolution on account disputes and other account activity.

  • Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.

  • Contribute to overall success of branch in working towards branch deposit and member goals.  Adhere to all service standards set by the credit union.  

  • Open and close the building in accordance with set hours and tests security equipment monthly.

  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. 

Qualification/Skill Requirements:

  • Responsible for maintaining Credit Union’s quality service standards. Verbally interacts with members, fellow employees, and vendors.

  • Reads writes and performs mathematical computations

  • Ability to follow oral and written directions

  • Knowledge about the credit union system, its structure, common language and acronyms, philosophy and Credit Union’s mission statement.

  • Ability to operate standard office equipment and tools, such as personal computer, fax machine, postage machine, photocopier, and typewriter. 

Education and/or Experience: 

  • High School Diploma or equivalent required or equivalent combination of education and experience.

  • Some cash handling experience in a financial institution or related experience.  Good organizational and communication skills are a must.

  • Accuracy 

Universal Agent - Part Time in Northampton

Primary Summary:

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member’s needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing the regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties.

Essential Functions/Position Responsibilities:

  • This position will be required to float to a region of offices (Franklin, Hampshire or Hampden) on a daily basis.
  • Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans.  Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
  • Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
  • Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to  current account productivity and suggest resolution on account disputes and other account activity.
  • Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
  • Contribute to overall success of branch in working towards branch deposit and member goals.  Adhere to all service standards set by the credit union.  
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Education & Experience

  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • A high school degree or GED is required.

Universal Agent - Part Time Cooley St and Chicopee

Primary Summary:

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member’s needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing the regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties.

Essential Functions/Position Responsibilities:

  • This position will be required to float to a region of offices (Franklin, Hampshire or Hampden) on a daily basis.
  • Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans.  Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
  • Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
  • Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to  current account productivity and suggest resolution on account disputes and other account activity.
  • Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
  • Contribute to overall success of branch in working towards branch deposit and member goals.  Adhere to all service standards set by the credit union.  
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Education & Experience

  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • A high school degree or GED is required.

Universal Agent - Part Time Float for Franklin County

Primary Summary:

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member’s needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing the regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties.

Essential Functions/Position Responsibilities:

  • This position will be required to float to a region of offices (Franklin, Hampshire or Hampden) on a daily basis.
  • Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans.  Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
  • Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
  • Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to  current account productivity and suggest resolution on account disputes and other account activity.
  • Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
  • Contribute to overall success of branch in working towards branch deposit and member goals.  Adhere to all service standards set by the credit union.  
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Education & Experience

  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • A high school degree or GED is required.

Universal Agent - Part Time Float for Hampden County

Primary Summary:

This position is the Member Ambassador for the financial institution with the overall purpose of providing quality and efficiency to members who prefer face-to-face interaction. This position will have a thorough understanding of the member’s transaction requirements and be able to effectively communicate all available options to them. They will educate members about our sales and service delivery options and refer the appropriate products and services matching the member’s needs. This position will also refer members to the appropriate source or channel to address their need. They will also be responsible for the processing the regular transactions, such as receiving and paying out money, and keeping records of money and negotiable instruments involved in financial transactions in an efficient, friendly and accurate manner. Provides personalized banking services to financial institution members by performing the following duties.

Essential Functions/Position Responsibilities:

  • This position will be required to float to a region of offices (Franklin, Hampshire or Hampden) on a daily basis.
  • Conduct all member account functions, including teller transactions, processing request for new accounts and services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals, interview members and process applications for all types of credit cards and consumer loans.  Review all documentation for completeness and accuracy according to the organizations compliance guidelines. Ensures that the teller cashbox balances on a daily basis. Researches and resolves cashbox errors as necessary.
  • Assist with wide variety of member services including; regular account maintenance, Safe Deposit Box maintenance, assist members with account inquiries and reconciliation, manages outgoing wires, ACH transactions and disputes, solve fraud issues, serve as notary public, close accounts, etc.
  • Troubleshoot and resolve member and internal inquiries in a timely, professional and accurate manner. Informs and advises member of status or enhancements to  current account productivity and suggest resolution on account disputes and other account activity.
  • Answer and route telephone calls, take messages, provide information and directs calls to appropriate staff as necessary.
  • Contribute to overall success of branch in working towards branch deposit and member goals.  Adhere to all service standards set by the credit union.  
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Education & Experience

  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • A high school degree or GED is required.

 

Teller - Part Time - Northampton

Primary Summary:

Major Function:

Responsible for accurately processing financial transactions and being an effective source of information for our members: in lobby, drive-thru window or by telephone. Provides friendly, professional, confidential and effective assistance to members and credit union associates assuring a positive experience and minimizing wait time.

Essential Functions/Position Responsibilities:

  • Demonstrate efficiency with financial transactions for checking, savings and borrowing members:      receives funds, posts transactions and pays out funds as requested. Issue Traveler’s Checks and money orders or official checks, receive currency for coin and verify amounts, cash checks according to written procedures.  Verbally confirm intended transactions with member to ensure needs are met and errors are minimal.
  • Balance cash drawer daily to ensure accuracy in transactions and notify supervisor regarding any outages. Appropriately apply all policies.
  • Research, troubleshoot and resolve member and internal inquiries regarding policies, practices      and products.
  • Address inquiries on accounts, record amounts and dates of payments and other significant      information, check member calculations and validate checks, cash or electronic transactions.
  • Assist other departments and branches with transactions as needed; provide support for the      department and branch managers in fulfilling member requests.
  • Create and maintain a clean, neat, pleasant work environment by maintaining a professional look      (i.e. dress, posture, attitude, etc.), positive outlook and behavior toward members and co-workers.
  • Contribute to overall success of branch in working towards branch deposit and member goals.  Adhere to all service standards set by the credit union.
  • Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Qualification/Skill Requirements:

  • Responsible for maintaining Credit Union’s quality service standards.  Verbally interacts with members, fellow employees and vendors.
  • Reads, writes and performs mathematical computations
  • Ability to follow oral and written directions
  • Knowledge about credit union system, its structure, common language and acronyms, philosophy and Credit Union’s mission statement.
  • Ability to operate standard office equipment and tools, such as personal computer, fax machine, postage machine, photocopier and typewriter.

 Experience and/or Education:

  • Six months to two years of similar or related experience, including time spent in preparatory positions.
  • A high school degree or GED is required.
  • A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with members, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature are a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

 

Branch Officer - Feeding Hills Location 

Primary Summary:

Responsible for directing and administering the operational efforts of the branch. Ensures established policies and procedures are followed. Oversees provision of a full range of services to members and prospective members. Ensures members are promptly and professionally served. Trains, directs, and supervises branch staff. Accountable for maximizing revenues, sales, member satisfaction, and minimizing operational losses as well as deepening existing relationships and minimizing member attrition. Responsible for successful implementation of promotional campaigns and product initiatives at the branch level. Incumbents are either sales (with business development goals) or service focused.

Essential Functions/Position Responsibilities:

  • Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of the credit union, including: hiring, directing job assignments, monitoring staff performance, coaching, counseling, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules.  Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate.
  • Analyze staffing requirements on an ongoing basis.  Appropriately create monthly staff schedules and ensure appropriate coverage at all times.
  • Troubleshoot and resolve internal and external inquiries.
  • Conduct all member new account functions, including processing request for new services, providing counseling and cross selling appropriate products or services to benefit the member and achieve established sales goals. Review all documentation for completeness and accuracy according to the      organizations compliance guidelines.
  • Acts as a Loan Officer, originate and close consumer and home equity loans within established policies and limits. Assists members with mortgage loan inquiries and origination as needed.
  • Develop account relationships with commercial business members. Participate in personal calls/visits, assessing needs and offering products/services to meet those needs.
  • Ensure personnel are well trained in all phases of their respective jobs. Complete orientation of new employees in overall branch procedures. Actively participate in cross-training personnel and      assure staff is kept abreast of all products and services.
  • Prepare month-end management reports which apprise executive management of the status of branch activities.
  • Ensure all branch transactions are balanced at the close of each day. Oversee individual accountability for the handling of cash and assist in resolving balancing problems.
  • Is responsible for maintaining office building, grounds, equipment and fixtures.
  • Ensure members’ requests and questions are promptly resolved. Handle members’ complaints effectively.
  • Develop and implement annual department budget; review monthly to analyze variances and assure expenditures remain within limits.
  • Primary Security officer for the branch. Conduct required security meetings with staff to ensure compliance. Open and close the building in accordance with set hours and tests security equipment monthly.
  • Monitor closely industry trends in lending and deposit operations to feed research and development activities and assure that the credit union’s products, services and processes are remaining competitive.  Manage and oversee expenses. Pursue cost-saving measures.
  • Represent the credit union at local community events and networking opportunities to promote branch growth.  Responsible for business development in market area and managing relationships with current credit union partners.  Coordinate bank at work programs for member growth opportunities.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control, in addition to all company policies.

Position Requirements:

Experience

A minimum of five (5) years of experience in a member service, lending, or operations role within a credit union or financial institution that encompasses a broad knowledge of products and services.  Experience supervising staff is preferred.  Requires a thorough knowledge of all credit union products, services and procedures.  Requires the ability to build external relationships and sell credit union concepts to business leaders and individuals.

Education/Certifications/Licenses

A Bachelor’s Degree in Business Administration, Marketing, or related field, or the equivalent combination of education and experience is required.  Proficiency with computer software applications is also required.

Interpersonal Skills

Must have excellent interpersonal skills in both dealing with members and colleagues.  Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.