Senior Member Service & Teller Specialist

Golden 1 Credit Union; Elk Grove (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Golden 1 Credit Union's Elk Grove branch is seeking a Member Service Specialist II who will handle deposits, withdrawals, transfers and other transactions with accuracy and a focus on member service.

You will guide members on available Golden 1 products, open accounts, and maintain confidentiality while delivering trusted financial guidance in a fast-paced, customer-focused environment.

Qualifications

• HS Diploma or General Education Degree (GED) required.
• 1+ years year 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.

Responsibilities

• Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries.
• Provides Golden 1 services to member, including cashier’s checks, money orders, savings bonds, wire transfers and transactions.
• 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.
• Assists MSS III and above with open and close responsibilities, as needed.
• 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.

Skills

Cash handling

Customer service

Education

High school diploma or GED

Job description

Golden 1 Credit Union's Elk Grove branch is seeking a Member Service Specialist II who will handle deposits, withdrawals, transfers and other transactions with accuracy and a focus on member service.

You will guide members on available Golden 1 products, open accounts, and maintain confidentiality while delivering trusted financial guidance in a fast-paced, customer-focused environment.