Member Service Specialist II - Growth & Community Impact

Golden-1-Credit-Union; San Luis Obispo (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Golden 1 Credit Union is seeking a Member Service Specialist II at the San Luis Obispo Branch to support daily teller duties and member financial needs. You will handle deposits, withdrawals, transfers, and other transactions while delivering friendly, accurate service and promoting Golden 1 products.

The role offers growth opportunities through training and internal promotions, with a focus on compliance and community service.

Qualifications

• HS Diploma or GED required.
• 1+ years of prior cash handling and service experience required.
• 6+ months as MSSI or teller 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 checks, money orders, wire transfers and debit card issuance.
• Assesses members needs while processing transactions.
• Identifies opportunities to help members relative to Golden 1 products and documents in EnAct system.
• Identifies and reports fraudulent activity to management and Financial Investigations, per procedures.
• Assists in ATM and Teller Cash Dispenser operation and maintenance.
• Assists MSSI and above with opening/closing duties as needed.
• Activates alarm.
• Verifies signature cards in ECM.
• Check acceptance approval within assigned limits.
• Maintains confidentiality of member and credit union information.
• Keeps current knowledge of Golden 1 products and teller procedures.
• Performs additional branch duties (TCR, SBO, Safe deposit box) as needed.
• Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial needs.
• Mentors MSSIs.
• Engages in consultative dialogue with members and documents in EnAct system.
• Enrolls members in channels (online, mobile, etc.).
• Refer lending needs to MSS III and/or business partner.
• Maintain knowledge of state and federal laws related to credit union compliance.

Skills

Cash handling

Customer service

Education

High School Diploma or GED

Tools

EnAct system

ECM (Enterprise Content Management)

Job description

Golden 1 Credit Union is seeking a Member Service Specialist II at the San Luis Obispo Branch to support daily teller duties and member financial needs. You will handle deposits, withdrawals, transfers, and other transactions while delivering friendly, accurate service and promoting Golden 1 products.

The role offers growth opportunities through training and internal promotions, with a focus on compliance and community service.