Deposit Account Servicing - Sup - Records and Records Fulfillment (Full-Time)

Golden 1 Talent Acquisition Team•Sacramento, CA

2d•$93,700 - $96,000•Onsite

About The Position

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 excel at leading operational teams in highly regulated environments where accuracy, quality, and service are critical to success. You are a coach and mentor who develops employees, builds strong partnerships, and creates a positive, accountable, and high-performing culture. You leverage data, process expertise, and strategic thinking to drive continuous improvement, strengthen operational controls, and deliver exceptional service experiences.

Requirements

H.S. Diploma or General Education Degree (GED) required
Minimum two years of supervisory or leadership experience with demonstrated success developing employees and leading teams required
5+ years Progressive experience in records management, operational servicing, document imaging, financial services, or a related field.

Nice To Haves

Bachelor’s Degree Business Administration, Finance, Operations Management preferred

Responsibilities

Lead and oversee daily records management and fulfillment operations to ensure service excellence, operational efficiency, and compliance with established procedures.
Manage document imaging activities, including documentation preparation, scanning, indexing, quality assurance, storage, retrieval, and administration within the Enterprise Content Management (ECM) system.
Ensure records are maintained and retained in accordance with approved retention schedules, regulatory requirements, information security standards, and organizational policies.
Oversee fulfillment requests including account maintenance, account modifications, account closures, cashier’s check requests, disclosure fulfillment, and related operational servicing activities.
Monitor service-level agreements, productivity targets, processing volumes, turnaround times, and quality standards.
Analyze workflow trends and operational metrics and implement corrective actions and process improvements to enhance efficiency and service delivery.
Partner with business units and support departments to ensure operational needs are met and process objectives are achieved.
Lead, coach, develop, and motivate employees through effective performance management, feedback, recognition, and career development.
Establish team goals, priorities, and performance expectations aligned with departmental and organizational objectives.
Conduct workforce planning activities to ensure appropriate staffing levels and operational readiness.
Foster a collaborative, inclusive, and high-performing work environment focused on accountability, teamwork, and continuous improvement.
Support strategic initiatives, digital transformation efforts, and operational projects that improve operational effectiveness and the employee and member experience.
Communicate operational updates, service-level results, performance expectations, and process changes effectively with employees, management, and business partners.
Build and maintain productive relationships across departments to support seamless operational execution and issue resolution.
Promote Golden 1’s Mission, Vision, Values, and leadership expectations.
Ensure employees have appropriate tools, training, and resources to perform their responsibilities successfully.
Ensure compliance with records retention requirements, privacy laws, information security standards, internal policies, and applicable regulatory requirements.
Establish and maintain controls that mitigate operational risk and support audit, legal, and regulatory obligations.
Monitor operational activities to identify risks, ensure adherence to procedures, and maintain operational integrity.
Support and participate in audits, examinations, quality reviews, and control testing activities as required.
Manage staffing, scheduling, payroll review and approval, attendance monitoring, performance management, and employee relations activities.
Ensure staffing resources are aligned with business needs and service expectations.
Administer department processes and reporting activities in accordance with established policies and procedures.