Member Experience & Financial Solutions Advisor

Golden 1 Credit Union; Paso Robles (CA); On-site; USD 26,000 - 36,000; Full time

Job summary

Golden 1 Credit Union is seeking a Member Service Specialist II at the Paso Robles Branch to handle daily member transactions, maintain accuracy in the cash drawer, and deliver trusted financial guidance in a friendly, service-oriented environment.

You will assist with deposits, withdrawals, transfers, and related services, promote Golden 1 products, and refer more complex needs to MSS III or partners while upholding compliance and confidentiality.

Qualifications

• HS Diploma or GED required.
• 1+ years year of prior experience in a cash handling service oriented role required.
• 6+ months as a MSSI or teller role at Golden 1 or another financial institution preferred.

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.
• 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.
• Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
• Maintains current knowledge of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.

Skills

Customer service

Cash handling

Financial transactions

Consultative dialogue

Education

HS Diploma or GED

Tools

EnAct system

ECM

ATM operation

Job description

Golden 1 Credit Union is seeking a Member Service Specialist II at the Paso Robles Branch to handle daily member transactions, maintain accuracy in the cash drawer, and deliver trusted financial guidance in a friendly, service-oriented environment.

You will assist with deposits, withdrawals, transfers, and related services, promote Golden 1 products, and refer more complex needs to MSS III or partners while upholding compliance and confidentiality.