Roseville PleasantGrove Branch - Member Service Specialist II (Full-Time)

Golden 1 Talent Acquisition Team•Roseville, CA
•$22 - $22

About The Position

The Member Service Specialist II works in Golden 1 Credit Union’s Roseville Pleasant Grove Branch, providing member service and processing financial transactions. The role maintains a cash drawer, supports branch operations, identifies members’ financial needs, and helps connect them with relevant Golden 1 products and services. It also includes opening deposit and specialty accounts, documenting member interactions in EnAct, supporting ATM and teller cash dispenser operations, and following applicable credit union procedures and regulations.

Requirements

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

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 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 while processing transactions and identify opportunities to connect members with Golden 1 products and services; document opportunities in EnAct.
  • Identify and report suspected fraudulent activity to management and the Financial Investigations department according to current procedures.
  • Assist with 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, and activate the alarm.
  • Verify signature cards in Enterprise Content Management (ECM) and approve check acceptance within assigned limits.
  • Protect the confidentiality of member and credit union information.
  • Maintain current knowledge of Golden 1 products and services and teller-function policies and procedures.
  • Perform additional branch-operation 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 employees.
  • Engage members in consultative dialogue to identify current and future financial needs and document interactions in EnAct.
  • Enroll members in Golden 1 channels, including online and mobile services.
  • Refer lending needs to an MSS III and/or business partner.
  • Maintain an understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering laws.

Benefits

  • Comprehensive compensation package.
  • Well-being and work-life balance programs.
  • Career development and growth.
  • Rewards and recognition.
  • Commitment to Diversity, Equity, and Inclusion.
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