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

Golden 1 Talent Acquisition Team•Clovis, CA

13d•$23 - $23

About The Position

Golden 1 Credit Union is hiring a full-time, non-exempt Member Service Specialist III for its Clovis Branch. The role provides member service and financial guidance while processing and auditing transactions, maintaining a cash drawer, and supporting branch operations. The specialist helps members identify appropriate products and services, opens accounts, processes consumer loan applications, and refers lending and investment needs to business partners. The position also includes mentoring less experienced specialists, providing approvals within authorized limits, and maintaining compliance with applicable credit union policies and laws.

Requirements

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

Nice To Haves

Two or more years of prior experience in a banker role at another financial institution or in a customer relationship-building role preferred.
One or more years as a Member Service Specialist II or in a teller role at Golden 1 or another financial institution preferred.

Responsibilities

Process and audit deposits, withdrawals, transfers, payments, general ledger entries, and other financial transactions while maintaining a cash drawer.
Provide member services including 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 and services, and document opportunities in the EnAct system.
Identify and report suspected fraudulent activity to management and the Financial Investigations department according to procedures.
Assist with proper operation of ATM and Teller Cash Dispenser units, including replacing receipt cartridges and clearing blockages.
May take the lead on opening and closing responsibilities in the absence of an MSS IV or above.
Activate the alarm.
Verify signature cards in ECM (Enterprise Content Management) and approve signature cards.
Obtain check acceptance approval within assigned limits.
Maintain 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-operational duties as needed, including TCR, SBO, and safe deposit box responsibilities.
Open deposit and specialty accounts, such as Roth IRAs, and identify members’ financial service needs.
Mentor and advise MSS I and MSS II employees.
Develop coaching and leadership skills through observation and training courses.
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 members’ home-lending and investment needs to appropriate business partners through EnAct referrals.
Process consumer loan applications and complete loan fulfillment when appropriate.
Audit loan reports and provide coaching to help prevent future errors.
Provide approvals within authorized limits assigned by the Branch Manager.
Notarize member documents, including certification of trust documents.
Collect information for medallion stamp requests and send requests to an MSS IV or above for approval.
Maintain an understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money-laundering requirements.