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

Golden 1 Credit Union; Vallejo (CA); On-site; USD 26,000 - 36,000; Full time

Job summary

Golden 1 Credit Union is seeking a Member Service Specialist II in Vallejo, CA. This non-exempt role reports to the Associate Branch Manager and works in the Vallejo Branch.

The position handles deposits, withdrawals, transfers, and various transactions while delivering personalized financial guidance to members. You will open deposits and specialty accounts, promote Golden 1 products, and ensure AML/compliance.

Qualifications

• HS diploma or GED required.
• 1+ years of prior experience in a cash handling/service oriented role required.
• 6+ months as a MSS I or teller at Golden 1 or another financial institution 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 debit card issuance.
• Assesses members’ needs while processing transactions.
• Identifies opportunities to help members relative to Golden 1 products or services and documents in EnAct system.
• Identifies and reports fraudulent activity to management and Financial Investigations dept., per procedures to prevent loss.
• Assists in ATM and Teller Cash Dispenser Unit operations.
• Supports MSS III and above with open/close responsibilities as needed.
• Activates alarm.
• Verifies signature cards in ECM.
• Check acceptance approval within assigned limits.
• Maintains confidentiality of member/credit union information.
• Keeps knowledge of Golden 1 products/services and branch policies.
• Performs additional branch operations duties (TCR, SBO, Safe deposit box) as needed.
• Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs.
• Mentors MSSIs.
• Engages in consultative dialogue with members and documents in EnAct.
• Enrolls members in Golden 1 channels (online, mobile, etc.).
• Refer lending needs to MSS III or business partner.
• Complies with state/federal laws and regulations (bank secrecy/AML).

Education

High school diploma or GED

Job description

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.

Job Title: Member Service Specialist II Status: Non-exempt Reports to: Associate Branch Manager Department: Vallejo Branch Job Code: 2201 Pay Range: $22.50 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.

Who You Are

At Golden 1, we believe in investing in our people. When you join our branch team, you’re not just starting a job – you’re building a career. We prioritize internal promotions, professional development, and ongoing training to help grow and succeed. 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.


• Assess 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.