Clovis Branch - Member Service Specialist III (Full-Time)

Golden 1 Credit Union•Clovis, CA

1d•Onsite

About The Position

Golden 1 Credit Union is a leading credit union committed to empowering its members and uplifting communities through financial inclusion. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the philosophy of “people helping people.” The credit union prioritizes internal promotions, professional development, and ongoing training to foster career growth. This role offers the opportunity to build meaningful relationships with members, provide financial guidance, and make a community impact.

Requirements

H.S. Diploma or General Education Degree (GED) required

Nice To Haves

2+ years 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 teller role at Golden 1 or another financial institution preferred

Responsibilities

Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
Provides Golden 1 services to members, including cashier’s checks, money orders, savings bonds, wire transfers, additional sub-shares, and debit card issuance.
Assesses members' needs while processing transactions and identifies opportunities to offer relevant Golden 1 products or services, documenting in the EnAct system.
Identifies and reports fraudulent activity to management and the Financial Investigations department.
Assists in the proper operation of ATM and Teller Cash Dispenser Units.
May take the lead for open and closing responsibilities in the absence of MSS IV and above, including activating alarms.
Verifies signature cards in ECM (Enterprise Content Management) and approves check acceptance within assigned limits.
Ensures the confidentiality of all member and credit union information.
Maintains current knowledge of all Golden 1 products, services, policies, and procedures for teller functions.
Performs additional essential branch operations tasks (TCR, SBO, Safe deposit box, etc.) as needed.
Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to provide meaningful financial solutions.
Mentors and advises MSSI’s and MSSII’s.
Develops coaching and leadership skills through observation and training.
Engages in consultative dialogue with members to identify current and future financial needs and documents in the EnAct system.
Enrolls members in Golden 1's channels (online, mobile, etc.).
Refers member's home lending/investment needs to the appropriate business partner through EnAct referrals.
Processes consumer loan applications and completes loan fulfillment when appropriate.
Approves signature cards.
Audits loan reports and provides coaching to avoid future errors.
Provides approvals based on authorized limits as assigned by the Branch Manager.
Notarizes member documents (certification of trust, etc.).
Collects medallion stamp request information and sends to MSS IV or above for approval.
Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy and anti-money laundering laws.