Member Service Specialist II: Growth & Impact

Golden-1-Credit-Union; California; On-site; USD 25,000 - 36,000; Full time

Job summary

Golden 1 Credit Union in California is hiring a Member Service Specialist II to handle transactions, assist members with financial services, and support branch operations. The role emphasizes accuracy, customer service, and adherence to policies while advancing community impact.

The position reports to the Associate Branch Manager and offers growth through training, internal promotion, and ongoing development within a collaborative team environment.

Qualifications

• H.S. Diploma or General Education Degree (GED) required.
• 1+ years year of prior experience in a cash handling service oriented role required.
• 6+ months as a Member Service Specialist I 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.
• 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.
• Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
• Refer lending needs to MSS III and/or business partner.
• Maintain a thorough understanding 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

Cash handling

Customer service

Education

High School Diploma or GED

Job description

Golden 1 Credit Union in California is hiring a Member Service Specialist II to handle transactions, assist members with financial services, and support branch operations. The role emphasizes accuracy, customer service, and adherence to policies while advancing community impact.

The position reports to the Associate Branch Manager and offers growth through training, internal promotion, and ongoing development within a collaborative team environment.