Branch Financial Concierge II

Golden 1 Credit Union; Folsom (CA); On-site; USD 25,003 - 35,610; Full time

Job summary

Golden 1 Credit Union in California is seeking a Member Service Specialist II to join our branch team. This non-exempt role reports to the Associate Branch Manager and supports a fast-paced environment focused on accurate service and member satisfaction.

You will process deposits, withdrawals, transfers, payments, and account openings, while promoting Golden 1 products and maintaining confidentiality of member information. A career-focused role with mentoring and growth opportunities.

Responsibilities

• Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
• Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
• Assesses members needs while processing transactions.
• Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
• Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
• Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
• Assists MSS III and above with open and close responsibilities, as needed.
• Activates alarm.
• Verifies signature cards in ECM (Enterprise Content Management).
• Check acceptance approval within assigned limits.
• Ensures confidentiality of all member and credit union information.
• Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
• Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
• Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
• Mentors and advises MSSIs.
• Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.

Job description

Golden 1 Credit Union in California is seeking a Member Service Specialist II to join our branch team. This non-exempt role reports to the Associate Branch Manager and supports a fast-paced environment focused on accurate service and member satisfaction.

You will process deposits, withdrawals, transfers, payments, and account openings, while promoting Golden 1 products and maintaining confidentiality of member information. A career-focused role with mentoring and growth opportunities.