San Luis Obispo Branch - Member Service Specialist II (Part-Time)

Golden 1 Talent Acquisition Team•San Luis Obispo, CA

10d•$22 - $22

About The Position

Golden 1 Credit Union is hiring a part-time Member Service Specialist II for its San Luis Obispo Branch. The role provides member service and financial guidance while processing and auditing transactions, maintaining a cash drawer, and supporting branch operations. The specialist identifies members’ financial needs, connects them with relevant products and services, and maintains confidentiality and compliance with applicable policies and regulations. The position reports to the Associate Branch Manager.

Requirements

High school diploma or General Education Degree (GED) required.
At least 1 year of prior experience in a cash-handling, service-oriented role required.

Nice To Haves

At least 6 months of experience as a Member Service Specialist I or teller at Golden 1 or another financial institution.

Responsibilities

Process and audit financial transactions, including deposits, withdrawals, transfers, payments, and general ledger entries, while maintaining a cash drawer.
Provide Golden 1 services such as cashier’s checks, money orders, savings bonds, wire transfers, additional sub-shares, and debit card issuance.
Assess members’ needs while processing transactions.
Identify opportunities to assist members with Golden 1 products and services and document them in the EnAct system.
Identify and report suspected fraudulent activity to management and the Financial Investigations department in accordance with procedures.
Assist with proper operation of ATM and Teller Cash Dispenser Units, including replacing receipt cartridges and clearing blockages.
Assist MSS III and above with opening and closing responsibilities as needed.
Activate the alarm.
Verify signature cards in ECM (Enterprise Content Management).
Approve check acceptance within assigned limits.
Maintain confidentiality of member and credit union information.
Maintain current knowledge of Golden 1 products, services, teller policies, and procedures.
Perform additional branch operations responsibilities as needed, including TCR, SBO, and safe deposit box duties.
Open deposit and specialty accounts, such as Roth IRAs, and identify members’ financial service needs.
Mentor and advise MSS I employees.
Engage members in consultative dialogue to identify current and future financial needs and document them in EnAct.
Enroll members in Golden 1 channels, including online and mobile services.
Refer lending needs to MSS III and/or a business partner.
Maintain a thorough understanding of relevant state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering laws.