Senior Member Service Specialist & Branch Leader

Golden 1 Credit Union; Napa (CA); On-site; USD 30,000 - 42,000; Full time

Job summary

Golden 1 Credit Union is seeking a Member Service Specialist IV at our Napa Branch. This role focuses on delivering exceptional member service, processing a wide range of financial transactions, and maintaining accurate records within EnAct and branch systems.

You will build relationships, identify members’ financial needs, and guide them to appropriate products and services while upholding security and regulatory standards.

Qualifications

• HS Diploma or GED required.
• 2+ years in a leadership role at another financial institution preferred.
• 1.5+ year in a Member Service Specialist III role 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 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.
• May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager.
• May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager.
• Activates alarm.
• Assists Branch management in coaching branch staff to meet or exceed all member service objectives.
• 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.
• 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 member’s home lending/investment needs to the appropriate business partner through EnAct referrals.
• Process consumer loan applications and completes the fulfillment of loan when appropriate.
• Approves signature cards.
• Audits loan reports and provides coaching as needed to avoid future errors.
• Provide approvals based on authorized limits as assigned by the Branch Manager.
• Notarizes member documents (certification of trust, etc.).
• Processes and approves medallion stamp requests.
• 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.

Education

HS Diploma or GED

Job description

Golden 1 Credit Union is seeking a Member Service Specialist IV at our Napa Branch. This role focuses on delivering exceptional member service, processing a wide range of financial transactions, and maintaining accurate records within EnAct and branch systems.

You will build relationships, identify members’ financial needs, and guide them to appropriate products and services while upholding security and regulatory standards.