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

Golden 1 Credit Union•Napa, CA

8d•Onsite

About The Position

Golden 1 Credit Union is hiring a full-time Member Service Specialist IV for its Napa Branch. The role serves members by processing and auditing financial transactions, providing credit union services, identifying financial needs, and offering appropriate product and service referrals. It also supports branch operations, staff coaching, compliance, and member information confidentiality. The position reports to the Branch Manager and is non-exempt, with a listed pay rate of $26.00 per hour. Golden 1 is a member-owned, not-for-profit cooperative guided by the philosophy of “people helping people.” The organization describes a focus on internal promotions, professional development, and ongoing training, and seeks to empower members and support more equitable and financially inclusive communities in California.

Requirements

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

Nice To Haves

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

Responsibilities

Process and audit deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.
Provide member services including cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Assess members’ needs during transactions, identify opportunities related to Golden 1 products and services, and document them in the EnAct system.
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.
May lead opening and closing responsibilities, run the branch in the absence of the Associate Branch Manager or Branch Manager, and activate the alarm.
Assist branch management in coaching branch staff to meet or exceed member service objectives.
Verify signature cards in ECM (Enterprise Content Management) and approve signature cards.
Approve check acceptance within assigned limits and provide approvals within limits assigned by the Branch Manager.
Maintain confidentiality of member and credit union information.
Maintain current knowledge of Golden 1 products and services and teller policies and procedures.
Perform additional branch 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.
Engage members in consultative dialogue about current and future financial needs and document in EnAct.
Enroll members in Golden 1 channels, including online and mobile services.
Refer members’ home lending and investment needs to the 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 prevent future errors.
Notarize member documents, including certification of trust documents, and 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.