Culver City Branch - Member Services Outreach Specialist (Full-Time)

Golden 1 Credit Union•Culver City, CA

9d•Onsite

About The Position

This role will begin training at a neighboring branch before transitioning to our new Culver City branch upon its opening. Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values. You are a relationship-focused banking professional who enjoys connecting with people and making a positive impact in the community. You are passionate about helping individuals and families achieve their financial goals by educating them on products, services, and solutions that meet their needs. Through community outreach, networking, and exceptional customer service, you build trusted relationships, generate new memberships, and serve as a knowledgeable ambassador for the Credit Union.

Requirements

H.S. Diploma or General Education Degree (GED) required
2+ years years’ experience in a banker role with prior teller experience required

Nice To Haves

Customer relationship building experience within a financial institution preferred

Responsibilities

Conduct outbound calls to prospective customers to introduce the Credit Union's products, services, and membership benefits.
Identify financial needs through consultative conversations and recommend appropriate banking solutions, including checking accounts, savings accounts, loans, and digital banking services.
Generate new memberships by building rapport, overcoming objections, and effectively communicating the value of banking with our organization.
Maintain and follow up on leads from marketing campaigns, referrals, community contacts, and prospect lists to drive account growth.
Provide exceptional service throughout the onboarding process, ensuring a positive and professional experience for prospective and new members.
Serve as a knowledgeable ambassador for the Credit Union, building trust and long-term relationships through proactive outreach and ongoing communication.
Educate and enroll members in Golden 1 digital banking channels, including online and mobile platforms, to enhance convenience and self‑service.
Open deposit and specialty accounts (e.g., checking, savings, certificates, Roth IRAs) and document member interactions in the G1servicehub system.
Process and audit financial transactions, including deposits, withdrawals, transfers, payments, check cashing, and general ledger entries while maintaining an assigned cash drawer within established limits.
Provide Golden 1 services to members, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers, additional sub‑share accounts, and debit card issuance.
Resolve routine and complex member account inquiries accurately and professionally.
Verify and approve signature cards and related documentation within the Enterprise Content Management (ECM) system, as authorized.
Approve check acceptance and other transactional exceptions within assigned limits.
Assist with the operation and basic maintenance of ATMs and Teller Cash Dispenser units, including clearing blockages and replacing receipt cartridges.
Perform branch operational duties such as TCR, SBO, and safe deposit box services, as needed.
Assume lead responsibilities for branch opening and closing in the absence of branch leadership.
Activate and deactivate branch alarm systems in accordance with security procedures.
Provide approvals within authority limits as assigned by the Branch Manager.
Perform notary services for authorized member documents (e.g., certifications of trust).
Ensure strict confidentiality and protection of all member and credit union information.
Maintain current knowledge of Golden 1 products, services, policies, procedures, and operational requirements.
Maintain a thorough understanding of applicable state and federal laws and regulations, including Bank Secrecy Act (BSA) and Anti‑Money Laundering (AML) requirements, appropriate to the role.