Senior Member Service Specialist IV

Golden 1 Credit Union; Sacramento (CA); On-site; USD 29,000 - 41,000; Full time

Job summary

Golden 1 Credit Union is seeking a Member Service Specialist IV at the I-5 Florin Branch in Sacramento, CA. The role is non-exempt and reports to the Branch Manager, with opportunities for leadership and career growth.

The position involves handling deposits, withdrawals, transfers, loans and various member services while upholding security and compliance standards. A focus on member needs and referrals is essential for success.

Qualifications

• HS Diploma or GED required.
• 2+ years in a leadership role at another financial institution preferred.
• 1.5+ years in a Member Service Specialist III role preferred.

Responsibilities

• Processes and audits deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
• Provides Golden 1 services to members, including cashier’s checks, money orders, savings bonds, wire transfers 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.
• May lead open/close responsibilities in the absence of Associate Branch Manager and/or Branch Manager.
• Maintains confidentiality of all member and credit union information.
• Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs.

Skills

Leadership experience

Customer service

Education

HS Diploma or GED

Job description

Golden 1 Credit Union is seeking a Member Service Specialist IV at the I-5 Florin Branch in Sacramento, CA. The role is non-exempt and reports to the Branch Manager, with opportunities for leadership and career growth.

The position involves handling deposits, withdrawals, transfers, loans and various member services while upholding security and compliance standards. A focus on member needs and referrals is essential for success.