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

Golden 1 Credit Union • San Luis Obispo, CA

9d • Onsite

About The Position

Golden 1 Credit Union is a member-owned, not-for-profit cooperative guided by the philosophy of “people helping people.” The credit union describes its branch team as offering opportunities for career growth, internal promotion, professional development, and ongoing training. The Member Service Specialist II provides member service and financial guidance in the San Luis Obispo Branch, processes financial transactions, supports branch operations, and helps members identify suitable credit union products and services. The position is part-time and non-exempt, pays $22.00 per hour, and reports to the Associate Branch Manager.

The role includes processing and auditing transactions, maintaining a cash drawer, opening deposit and specialty accounts, documenting member needs and referrals in EnAct, and protecting member and credit union information. It also involves helping operate ATMs and Teller Cash Dispenser Units, assisting with opening and closing duties as needed, mentoring Member Service Specialist I team members, and maintaining knowledge of relevant products, procedures, and compliance requirements. Duties may be changed or modified at the Credit Union’s discretion.

Requirements

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

Nice To Haves

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

Responsibilities

• Process and audit deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.
• Provide member services such as cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
• Assess members’ needs during transactions, identify opportunities to connect members with Golden 1 products or services, and document needs in EnAct.
• Identify and report suspected fraudulent activity to management and the Financial Investigations department according to current procedures.
• Assist with proper operation of ATMs and Teller Cash Dispenser Units, including replacing receipt cartridges and clearing blockages.
• Assist MSS III and above with opening and closing responsibilities as needed, and activate the alarm.
• Verify signature cards in ECM (Enterprise Content Management) and approve check acceptance within assigned limits.
• Maintain confidentiality of member and credit union information.
• Maintain current knowledge of Golden 1 products and services, as well as teller policies and procedures.
• Perform additional branch-operational 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 Member Service Specialist I team members.
• 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 understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering laws.

Benefits

• Market-competitive and internally equitable total rewards compensation package.
• Comprehensive compensation package.
• Well-being and work-life balance programs.
• Career development and growth.
• Rewards and recognition.
• Commitment to Diversity, Equity and Inclusion.
• Internal promotion opportunities, professional development, and ongoing training.

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: High school or GED