Del Paso Heights Financial Resource Center - Financial Resource Center Specialist

Golden 1 Talent Acquisition Team•Sacramento, CA

2d•$22 - $23•Onsite

About The Position

The Financial Resource Center Specialist is responsible for contributing to a professional and friendly environment that provides an exceptional service experience to community members, resulting in expansion of Golden 1 market share, wallet share, and increased revenue. Provides the Golden 1 community, both members and non-members, with the highest level of service available in an efficient and courteous manner. Proactively engage with community members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct to appropriate department for specialized services. Must be an ambassador of the Credit Union’s digital transformation, comfortable with the ever-changing technology landscape, with the ability to easily navigate changes, and educate members on digital initiatives.

Requirements

High School or GED required.
Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred.
1 year as a Member Service Specialist II or Member Service Specialist I at Golden 1 or equivalent teller role at another financial institution preferred.
Excellent oral and written communication skills.
Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), teamwork, and customer service.
Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager.
Proficient in adding profiles and updating tasks, activities, and notes in EnAct.
Proficient in Maestro and LPQ.
Prolonged standing throughout the workday.
Ability to lift up to thirty pounds.
Ability to frequently move about the Financial Resource Center to accomplish tasks.
Corrected hearing within normal range.
Corrected vision in the normal range.
Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.

Nice To Haves

Certified Notary Public preferred.

Responsibilities

Provides Golden 1 services to both non-members and members, including but not limited to new accounts, non-cash teller transactions, credit card products, cashier’s checks, and money orders.
Provides hands-on education for any members needing support.
Responsible for providing a welcoming, Golden Service experience to all by being an effective lobby leader and providing support and education for members and non-members alike.
Assesses community member needs while processing transactions.
Identifies opportunities to help community members relative to Golden 1 product or service offerings and documents in EnAct system.
Identifies and reports fraudulent activity to the 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 cartridges, clearing blockages, etc.
May be required to take the lead for open and closing responsibilities in the absence of Senior Financial Resource Center Specialist and above.
Activates alarm.
Verify signature cards in ECM (Enterprise Content Management).
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.
Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
Engages in consultative dialogue with both non-members and 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 non-member and member’s home lending/investment needs to the appropriate business partner through EnAct referrals.
Process consumer loan applications and complete the fulfillment of loan when appropriate.
Approves signature cards.
Audits loan reports and provides coaching as needed to avoid future errors.
Provide approvals based on authorized limits as assigned by the Financial Resource Center Manager.
Notarizes non-member and member documents (certification of trust, etc.).
Collects medallion stamp request information and sends to Senior Financial Resource Center IV or above for approval.
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.