I-5 Florin Branch - Member Service Specialist IV (Full-Time)

Golden 1 Talent Acquisition Team•Sacramento, CA

9d•$26 - $26

About The Position

Golden 1 Credit Union is hiring a full-time Member Service Specialist IV for its I-5 Florin Branch. The role provides financial services and guidance to members, processes and audits transactions, opens accounts, supports consumer lending, and helps maintain branch operations and service standards. The position reports to the Branch Manager and is classified as non-exempt. The listed pay rate is $25.50 per hour. The specialist identifies members’ current and future financial needs, discusses relevant Golden 1 products and services, and records opportunities and referrals in the EnAct system. The role also includes fraud reporting, compliance with applicable laws and procedures, and maintaining confidentiality of member and credit union information. The employee may take the lead on opening, closing, or running the branch when management is absent and may assist with coaching branch staff.

Requirements

High school diploma or GED.
Maintain confidentiality of member and credit union information.
Maintain knowledge of relevant Golden 1 products, services, policies, procedures, and applicable compliance requirements.

Nice To Haves

2 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 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 opportunities to connect them with Golden 1 products or services; document in EnAct.
Identify and report suspected fraudulent activity to management and the Financial Investigations department in accordance with procedures.
Assist with operation of 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 and provide approvals within limits authorized by the Branch Manager.
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 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.
Engage members in consultative dialogue about current and future financial needs and document in EnAct.
Enroll members in Golden 1 channels such as 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 as needed to help prevent future errors.
Notarize member documents, such as certifications of trust.
Process and approve medallion stamp requests.
Maintain understanding of applicable state and federal credit union compliance laws and regulations, including bank secrecy and anti-money laundering laws relevant to the position.