Bakersfield Branch - Member Service Specialist IV (Full-Time/Part-Time)

Golden 1 Talent Acquisition Team • Bakersfield, CA

107d • $25 - $25

About The Position

The Member Service Specialist IV is responsible for providing members with the highest level of service in an efficient and courteous manner. This role involves processing monetary transactions, maintaining accurate records, and balancing daily transactions according to established policies and procedures. The specialist will proactively engage with members to identify products and services that assist them in achieving their financial goals, answer questions, and direct members to the appropriate departments for specialized services.

Requirements

• High School or GED required.
• Minimum two plus years in a leadership role at another financial institution preferred.
• 1.5+ years in a Member Service Specialist III role 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.
• Identify opportunities to help members relative to Golden 1 product or service offerings and document in the EnAct system.
• Identify and report fraudulent activity to management and Financial Investigations department.
• Assist in the proper operation of the ATM and Teller Cash Dispenser Units.
• Take the lead for opening and closing responsibilities in the absence of the Associate Branch Manager and/or Branch Manager.
• Activate alarm and assist Branch management in coaching branch staff.
• Verify signature cards in ECM.
• Ensure confidentiality of all member and credit union information.
• Maintain current knowledge of all Golden 1 products and services.
• Open deposit and specialty accounts and identify members’ financial service needs.
• Engage in consultative dialogue with members to identify current and future financial needs.
• Enroll members in different channels that Golden 1 uses.
• Refer member’s home lending/investment needs to the appropriate business partner.
• Process consumer loan applications and complete the fulfillment of loans.
• Approve signature cards and audit loan reports.
• Provide approvals based on authorized limits assigned by the Branch Manager.
• Notarize member documents and process medallion stamp requests.
• Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance.

Benefits

• $25.00 - $25.00 Hourly pay scale.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED