Senior Member Service Specialist — Financial Guidance

Golden 1 Credit Union; Folsom (CA); On-site; USD 27,000 - 38,000; Full time

Job summary

Golden 1 Credit Union seeks a Member Service Specialist III to support daily branch operations, process transactions, and promote financial products. You will interact with members, verify information, and collaborate with teams to ensure accurate records and compliance.

The role emphasizes service excellence, coaching junior staff, and leveraging banking products to meet member needs in a fast-paced environment at the Folsom branch.

Qualifications

• HS diploma or GED is required.
• 2+ years of prior banker or customer relationship experience preferred.
• 1+ year as MSS II or teller at Golden 1 or another financial institution preferred.

Responsibilities

• Process and audit financial transactions while maintaining a cash drawer.
• Provide Golden 1 services including cashier’s checks, money orders, wire transfers, and debit card issuance.
• Assess members' needs and document opportunities in EnAct.
• Identify and report fraudulent activity to prevent losses.
• Support ATM and Teller Cash Dispenser operations.
• May lead open/close duties in MSS IV absence.
• Verify signature cards in ECM.
• Ensure confidentiality of member and credit union information.
• Maintain knowledge of products, policies and procedures for teller functions.
• Open deposit and specialty accounts and identify financial service needs.
• Mentor MSSIs and MSSIIs; develop coaching skills.
• Enroll members in online/mobile channels.
• Refer home lending/investment needs to appropriate partners.
• Process consumer loan applications and fulfill loans.
• Provide approvals within authorized limits.
• Notarize member documents.
• Maintain understanding of laws related to compliance and AML.

Skills

Customer service

Relationship building

Education

HS Diploma or GED

Job description

Golden 1 Credit Union seeks a Member Service Specialist III to support daily branch operations, process transactions, and promote financial products. You will interact with members, verify information, and collaborate with teams to ensure accurate records and compliance.

The role emphasizes service excellence, coaching junior staff, and leveraging banking products to meet member needs in a fast-paced environment at the Folsom branch.