Elk Grove Branch - Member Service Specialist IV (Full-Time)

Golden 1 Talent Acquisition Team•Elk Grove, CA
•$26 - $26

About The Position

Golden 1 Credit Union is hiring a full-time Member Service Specialist IV for its Elk Grove Branch. The role provides member service and financial guidance while processing and auditing transactions, maintaining a cash drawer, supporting branch operations, and helping members identify financial solutions. The position is non-exempt, reports to the Branch Manager, and pays $25.50 per hour.

Requirements

  • High school diploma or General Education Degree (GED).
  • Maintain confidentiality of member and credit union information.
  • Maintain knowledge of applicable state and federal credit union compliance requirements, including bank secrecy and anti-money-laundering laws.

Nice To Haves

  • 2 or more years in a leadership role at another financial institution.
  • 1.5 or more 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 during transactions and identify relevant Golden 1 products or services, documenting opportunities and member needs in EnAct.
  • Identify and report suspected fraudulent activity to management and the Financial Investigations department in accordance with procedures.
  • Assist with the proper operation of ATMs and Teller Cash Dispenser Units, including replacing receipt cartridges and clearing blockages.
  • Take the lead on 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 other approvals within limits authorized by the Branch Manager.
  • Protect the confidentiality of member and credit union information.
  • Maintain current knowledge of Golden 1 products and services and teller policies and procedures.
  • Perform additional branch-operational duties as needed, including TCR, SBO, and safe deposit box responsibilities.
  • Open deposit and specialty accounts, including Roth IRAs, and identify members’ financial service needs.
  • Engage members in consultative dialogue to identify current and future financial needs and document those needs 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 as needed to help prevent future errors.
  • Notarize member documents, including certification of trust documents.
  • 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

  • Comprehensive compensation package.
  • Well-being and work-life balance programs.
  • Career development and growth.
  • Rewards and recognition.
  • Commitment to Diversity, Equity and Inclusion.
  • Ongoing training and professional development.
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