Senator Branch - Member Service Specialist IV (35 Hours)

Golden 1 Talent Acquisition Team•Sacramento, CA

4d•$26 - $26

About The Position

Golden 1 Credit Union is a member-owned, not-for-profit cooperative guided by the philosophy of “people helping people.” The credit union aims to empower members and uplift communities while creating a more equitable and financially inclusive California. It supports employees through internal promotion opportunities, professional development, and ongoing training. The Member Service Specialist IV serves members at the Senator Branch by processing and auditing financial transactions, maintaining a cash drawer, providing financial services and guidance, identifying members’ needs, and supporting branch operations. The role may take the lead on opening and closing or run the branch when branch management is absent. It also includes coaching staff, supporting account and loan fulfillment, making referrals, and maintaining compliance with applicable laws and credit union procedures. This is a non-exempt position reporting to the Branch Manager. The listed pay is $25.50 per hour, and the position is identified as 35 hours.

Requirements

High school diploma or General Education Degree (GED).
Maintain knowledge of state and federal laws and regulations related to credit union compliance, including bank secrecy and anti-money laundering laws appropriate to the position.

Nice To Haves

2+ years in a leadership role at another financial institution.
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 relevant Golden 1 products and services; document opportunities and consultative conversations in EnAct.
Identify and report suspected fraudulent activity to management and the Financial Investigations department according to current procedures.
Assist with operation of ATM 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 and/or Branch Manager is absent, as required.
Activate the alarm.
Assist branch management in coaching branch 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 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 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.
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 prevent future errors.
Provide approvals within authorized limits assigned by the Branch Manager.
Notarize member documents, including certification of trust documents.
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 requirements.