Member Service Lead — Banking & Financial Solutions

Golden 1 Credit Union; Stockton (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Golden 1 Credit Union in Stockton, CA, is seeking a Member Service Specialist III to join our branch team. This non-exempt, full-time role focuses on delivering trusted financial guidance, processing transactions accurately, and maintaining member relations with confidentiality and care.

You will handle deposits, withdrawals, transfers, and account openings, while identifying members' needs and steering them toward Golden 1 products and services.

Qualifications

• H.S. Diploma or General Education Degree (GED) required
• 2+ years year of prior experience in a banker role at another financial institution or customer relationship building role preferred
• 1+ years 1 year as a Member Service Specialist II 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, 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.

Education

H.S. Diploma or General Education Degree (GED)

Job description

Golden 1 Credit Union in Stockton, CA, is seeking a Member Service Specialist III to join our branch team. This non-exempt, full-time role focuses on delivering trusted financial guidance, processing transactions accurately, and maintaining member relations with confidentiality and care.

You will handle deposits, withdrawals, transfers, and account openings, while identifying members' needs and steering them toward Golden 1 products and services.