Member Service Specialist (Roseville)

Golden 1 Credit Union

Roseville (CA)

On-site

USD 30,307 - 34,440

Full time

14 days+
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Job summary

Golden 1 Credit Union is seeking a Member Service Specialist in Roseville, California. In this role, you will process financial transactions, provide services to members, and assist in identifying their financial needs.

Ideal candidates will have a H.S. Diploma or GED, with at least 1 year of experience in a cash handling service-oriented role. The position offers hourly pay ranging from $22.00 to $25.00.

Qualifications

  • 1+ years of experience in a cash handling service-oriented role.
  • 6+ months experience as a Member Service Specialist I or teller role preferred.

Responsibilities

  • Process and audit financial transactions including deposits and withdrawals.
  • Provide services to members including cashier’s checks and wire transfers.
  • Identify opportunities to assist members with products and services.

Skills

Cash handling
Customer service
Fraud detection
Consultative dialogue

Education

H.S. Diploma or GED

Job description

Job Title: Member Service Specialist (Roseville)

Status: Non-exempt

Reports to: Branch Manager

Department: Branch Channel Delivery

Job Code: 2201

Pay Range: $22.00 - $25.00 Hourly

What You'll Do
  • 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 reports 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.
Qualifications and Preferences
  • H.S. Diploma or General Education Degree (GED) required
  • 1+ year(s) 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
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