Senior Member Service Specialist: Financial Guidance & Growth

Golden-1-Credit-Union; Fresno (CA); On-site; USD 23,000 - 33,000; Full time

Job summary

Golden 1 Credit Union's Fresno State Branch is seeking a Member Service Specialist IV to oversee daily teller operations, process deposits, withdrawals, transfers and payments, and provide trusted financial guidance to members.

This role emphasizes leadership, coaching branch staff, ensuring compliance, and helping members choose suitable Golden 1 products and services while maintaining accuracy and confidentiality.

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.
• Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
• Opens deposit and specialty accounts and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.

Education

H.S. Diploma or General Education Degree (GED)

Job description

Golden 1 Credit Union's Fresno State Branch is seeking a Member Service Specialist IV to oversee daily teller operations, process deposits, withdrawals, transfers and payments, and provide trusted financial guidance to members.

This role emphasizes leadership, coaching branch staff, ensuring compliance, and helping members choose suitable Golden 1 products and services while maintaining accuracy and confidentiality.