Roseville PleasantGrove Branch - Member Service Specialist III (35 Hours)

Golden 1 Credit Union•Roseville, CA

3d•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 organization aims to empower members and support communities while creating a more equitable and financially inclusive California. It emphasizes internal promotion, professional development, and ongoing training for branch team members. The Member Service Specialist III provides financial services and guidance to members at the Roseville Pleasant Grove Branch. The role processes and audits transactions, maintains a cash drawer, identifies member needs and relevant products or services, and supports the branch’s daily operations. It also includes opening accounts, processing consumer loan applications, mentoring other specialists, and providing approvals within assigned limits. This is a non-exempt role with a stated schedule of 35 hours.

Requirements

High school diploma or General Education Degree (GED) required.

Nice To Haves

At least 2 years of prior experience in a banker role at another financial institution or in a customer relationship-building role preferred.
At least 1 year as a Member Service Specialist II or in a teller role at Golden 1 or another financial institution preferred.

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, additional sub-shares, and debit card issuance.
Assess members’ needs during transactions, identify relevant Golden 1 products or services, and document opportunities 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 ATMs and Teller Cash Dispenser Units, including replacing receipt cartridges and clearing blockages.
May lead opening and closing responsibilities in the absence of an MSS IV or higher, and activate the alarm.
Verify signature cards in the Enterprise Content Management system and approve check acceptance within assigned limits.
Maintain confidentiality of member and credit union information and current knowledge of Golden 1 products, services, policies, and teller procedures.
Perform additional branch operations responsibilities as needed, including TCR, SBO, and safe deposit box duties.
Open deposit and specialty accounts, including Roth IRAs, and identify members’ financial service needs.
Mentor and advise Member Service Specialist I and II employees, and develop coaching and leadership skills through observation and training courses.
Use consultative dialogue to identify members’ current and future financial needs and document them in EnAct.
Enroll members in Golden 1 channels, including online and mobile services.
Refer members’ home lending and investment needs to appropriate business partners through EnAct referrals.
Process consumer loan applications and complete loan fulfillment when appropriate.
Approve signature cards, audit loan reports, and provide coaching to help prevent future errors.
Provide approvals within authorized limits assigned by the Branch Manager.
Notarize member documents, such as trust certifications.
Collect information for medallion stamp requests and submit it to an MSS IV or higher for approval.
Maintain an understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money-laundering requirements.