Stockton Branch - Member Service Specialist II (Full-Time)

Golden 1; Stockton (CA); On-site; USD 25,000 - 36,000; Full time

Job summary

Golden 1 Credit Union is seeking a Member Service Specialist II at the Stockton Branch. You will process and audit member transactions, maintain the cash drawer, and deliver trusted financial guidance.

Build relationships while offering services like deposits, transfers, and debit products. You’ll support branch operations and mentor junior staff, ensuring compliance and exceptional member service at every interaction.

Qualifications

• H.S. Diploma or GED required.
• 1+ years of cash handling/service oriented experience.
• 6+ months as MSS I or teller at Golden 1 or another financial institution preferred.

Responsibilities

• Process and audit financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
• Provide Golden 1 services to members including cashier’s checks, money orders, savings bonds, wire transfers and debit card issuance.
• Assess members' needs while processing transactions and document in EnAct system.
• Identify opportunities to help members with Golden 1 products or services and document in EnAct.
• Identify and report fraudulent activity to management and Financial Investigations department as per procedures.
• Assist with ATM and Teller Cash Dispenser operations and maintenance as needed.
• Open deposit and specialty accounts (e.g., Roth IRA) and offer meaningful financial solutions to members.
• Mentor MSSIs and advise on processes; engage in consultative dialogue to identify financial needs.

Skills

Cash handling

Customer service

Attention to detail

Education

H.S. Diploma or GED

Job description

Job Title: Member Service Specialist II

Status: Non-exempt

Reports to: Associate Branch Manager

Department: Stockton Branch

Job Code: 2201

Pay Range: $22.00 Hourly

WHO WE ARE:

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

You’ll have an opportunity to build meaningful relations with members, provide trusted financial guidance, and make a real impact in your community. If you’re passionate about service, growth and making a difference, we’d love to have you on our team!

WHAT YOU'LL DO:

• 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 but not limited to 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.
• Assists MSS III and above with open and close responsibilities, as needed.
• Activates alarm.
• 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.

QUALIFICIATIONS AND PREFERENCES:

• H.S. 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

WHY JOIN US:

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS:

The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.