Napa Branch - Member Service Specialist IV (Full-Time)

Golden 1 Talent Acquisition Team • Napa, CA

9d • $26 - $26

About The Position

The Member Service Specialist IV works at Golden 1 Credit Union’s Napa Branch, providing member service and financial transaction support. The role processes and audits transactions, maintains a cash drawer, provides credit union services, identifies members’ financial needs, and helps members find appropriate products and solutions. It also supports branch operations, compliance, staff coaching, and leadership coverage when branch management is absent.

Requirements

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

Nice To Haves

• Two or more years in a leadership role at another financial institution.
• At least 1.5 years in a Member Service Specialist III role.

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 while processing transactions and identify relevant Golden 1 products and services; document opportunities and financial needs in EnAct.
• Identify and report suspected fraudulent activity to management and the Financial Investigations department according to procedures.
• Assist with operating ATM and Teller Cash Dispenser units, including replacing receipt cartridges and clearing blockages.
• Take the lead on branch opening and closing responsibilities or run the branch when the Associate Branch Manager or Branch Manager is absent, as required.
• Activate the alarm.
• Assist branch management in coaching staff to meet or exceed member service objectives.
• Verify and approve signature cards in ECM (Enterprise Content Management).
• Approve check acceptance within assigned limits.
• Maintain the confidentiality of member and credit union information.
• Maintain current knowledge of Golden 1 products, services, teller procedures, policies, and procedures.
• Perform additional branch-operational 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.
• Enroll members in Golden 1 channels, including online and mobile services.
• Refer members’ home lending and investment needs to appropriate business partners through EnAct.
• 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, such as certifications of trust.
• Process and approve medallion stamp requests.
• Maintain an understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering requirements.

Benefits

• A market-competitive and internally equitable total rewards compensation package.
• Well-being and work-life balance programs.
• Career development and growth opportunities.
• Rewards and recognition.
• Commitment to diversity, equity, and inclusion.

What This Job Offers

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