Qureos Mentor

Golden 1 Credit Union

TITLE: SR ANALYST II - CONSUMER LENDING
 STATUS: EXEMPT
 REPORT TO: VP - CONSUMER LENDING - ANALYTICS AND RISK
 DEPARTMENT: ANALYTICS AND RISK
 JOB CODE: 12002
 PAY SCALE: $124,700.00 - $135,000.00 ANNUALLY
 
POSITION AND PURPOSE
 
The Senior Analyst II provides advanced analytical support to business partners across Golden 1 Credit Union. This role works closely with cross functional teams and leadership to transform complex data into actionable insights that enhance products, services, and business processes.
 As a senior level individual contributor, the Senior Analyst II plays a key role in supporting strategic decision making by gathering, preparing, and analyzing data to identify trends, uncover patterns, and deliver data driven recommendations that inform enterprise priorities. This position partners with leadership and other analysts on highly complex analyses that directly impact corporate strategy.
 The Senior Analyst II is expected to operate as a thought leader within the analytics function, serving as a subject matter and technical expert for both the analytics team and business partners. Success in this role requires strong critical thinking, clear communication, and advanced technical skills.
 WHO WE ARE
 
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.
 WHO YOU ARE
 
You translate complex and disparate data into clear, actionable insights that inform strategic and operational decision making across the Credit Union.
 
You are senior level analytics thought leader and technical expert who partners effectively with leadership and cross functional teams to deliver high impact, data driven solutions.
 
You apply strong critical thinking, advanced analytical skills, and clear communication to lead complex analytics initiatives, mentor others, and drive continuous improvement through scalable data solutions.
 
THE WORK
 
GOLDEN 1 RESPONSIBILITES INCLUDE: 
<ul>
<li>Lead end to end analytics initiatives by scoping work, triaging incoming analytic requests, and delivering scalable data and analytical solutions.</li>
<li>Partner with cross functional stakeholders (e.g., product managers, data engineers, analysts) to design and execute experiments, pilots, and minimum viable products (MVPs) based on defined business use cases.</li>
<li>Translate complex, disparate, and raw data into clear data stories that enable evidence based decision making across the Credit Union.</li>
<li>Develop robust executive level visualizations and dashboards to communicate trends, performance, risks, and opportunities.</li>
<li>Proactively assess business needs and recommend research and analytics projects that deliver measurable value and strategic insight.</li>
<li>Prepare and deliver recurring and ad hoc reporting—including analysis and presentations—for management decision support, committee review, and enterprise information requests.</li>
<li>Maintain strong quality controls by reviewing and supporting sign off of reporting and analyses prior to release to business partners.</li>
<li>Establish and institutionalize analytics best practices (methods, documentation, standards, and repeatable processes) to improve consistency and scalability across the organization.</li>
<li>Mentor and coach junior analysts by strengthening technical capability, analytical problem solving, and business acumen; provide guidance on analytics standards and best practices.</li>
<li>Monitor and maintain awareness of the current and emerging economic landscape and internal/external factors that may influence performance, risk, and strategic priorities.</li>
<li>Ensure work products and processes comply with applicable standards, policies, regulations, and systems of internal control.</li>
</ul>
QUALIFICATIONS
 
EDUCATION: 
Bachelor’s degree in a quantitative or analytical field (e.g., Accounting, Mathematics, Business Administration, Information Technology, or similar). Equivalent relevant experience may be substituted in lieu of a degree.
 
EXPERIENCE: 
<ul>
<li>10+ years of analytical experience.</li>
<li>Demonstrated proficiency in data architecture, data warehousing, and business intelligence.</li>
<li>Knowledge of commonly used concepts, practices, and procedures within credit union operations</li>
</ul>
KNOWLEDGE/SKILLS: 
<ul>
<li>Microsoft Excel (advanced formulas/functions, pivot tables, dashboard creation, data connections, and automation/macros)</li>
<li>Microsoft Office Suite</li>
<li>VBA coding to support task automation</li>
</ul>
Preferred: 
<ul>
<li>SQL programming (select statements, Joins, aggregations, temp tables, complex querying)</li>
<li>SAS Enterprise Guide (data manipulation, transformation, aggregation; basic SAS programming)</li>
<li>Python and/or R (quantitative analysis and modeling)</li>
<li>Power BI and/or Tableau (building visuals and datasets, complex reporting)</li>
<li>Machine learning and data modeling</li>
</ul>
CORE COMPETENCIES: 
<ul>
<li>Solves Problems Proactively – Tackles complex issues independently</li>
<li>Innovates and Applies Insights – Suggests improvements</li>
<li>Delivers Results with Agility – Maintains quality during change</li>
<li>Collaborates Across Teams – Works effectively with peers</li>
<li>Influences and Persuades – Shares expertise to guide others</li>
</ul>
ORGANIZATIONAL CONTACTS & RELATIONSHIPS
 
INTERNAL: All levels of staff and management, including senior leadership.
 EXTERNAL: Vendors, other financial institutions, business partners, and industry peers as needed.
 WORKING CONDITIONS
 
Work time includes weekend and after-hours time, based on organizational needs. This position works in-office where working conditions, lighting, temperature, audio, and workspace are all sufficient.
 PHYSICAL REQUIREMENTS
 
Work requires the ability to constantly operate a computer and the ability to read, type, and communicate. Work may require the ability to move work-related supplies weighing up to 10-15 pounds.
 DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS
 
The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.
 #LI-Hybrid

Analytics and Risk - Sr Analyst II - Consumer Lending

TITLE: Senior Analyst - Process Architecture
 STATUS: Exempt
 REPORT TO: Manager, Servicing Operations Process Architecture
 DEPARTMENT: Service Operations Process Architecture
 JOB CODE: 11957
 PAY SCALE: $93,700.00 - $110,000.00 ANNUALLY
 
GENERAL DESCRIPTION: 
The Senior Analyst – Process Architecture position supports the advancement of process improvement initiatives within the service organization. This role focuses on analyzing workflows, documenting processes, and identifying opportunities for efficiency and improved member experience. This role contributes to the execution of the process improvement roadmap under the guidance of the Process Architecture Manager, prepares recommendations based on data-driven insights, and collaborates with cross-functional teams to ensure alignment with organizational goals. They will translate innovative ideas into actionable improvements, supporting the development of internal and member-facing services that deliver value for our members and efficiency for the organization. They will collaborate with business process owners and managers to improve business processes to meet the needs of members and Golden 1. This role will present meaningful analysis results, provide recommendations based on empirical data, and recommend solutions to key senior stakeholders and front-line associates alike.
 
TASKS, DUTIES, FUNCTIONS: 
1. Support implementation of process improvement initiatives aligned with strategic objectives.
 2. Assist in documenting current processes and identifying inefficiencies or bottlenecks.
 3. Conduct analysis to support process optimization and prepare recommendations for leadership review.
 4. Collaborate with cross-functional teams to gather input and requirements for process changes.
 5. Builds and maintains professional relationships at various levels throughout the credit union.
 6. Improve member experiences and service quality through process improvements, automation, or elimination.
 7. Use tools and methodologies such as process mapping, flowcharts, lean and six sigma methodologies to improve process performance.
 8. Assist in facilitation of workshops and Kaizen events.
 9. Support development of process measurement models and assist in tracking performance metrics.
 10. Analyze data and metrics to measure process performance and identify opportunities for enhancement and digitization.
 11. Assist Servicing Operations to test, implement and document effective business process controls, KPIs, KSPs and KRIs to ensure that all processes are following regulatory requirements and working as intended.
 12. Monitor industry best practices and assist in benchmarking efforts to support continuous improvement.
 13. Supports and fosters a culture of continuous process improvement by utilizing subject matter expertise to standardize, consolidate and simplify processes.
 
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
 1. Effective oral and written communication skills required to assist other staff, constructively follow up on member inquiries/alerts, communicate clearly with management, and perform other related tasks.
 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone.
 
ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 
1. INTERNAL: All levels of staff.
 2. EXTERNAL: Vendors, other financial institutions.
 
QUALIFICATIONS: 
1. EDUCATION: Bachelor’s degree in related field preferred.
 2. EXPERIENCE: 3–5 years’ experience in process improvement, business analysis, and managing projects.
 
3. KNOWLEDGE / SKILLS: 
<ul>
<li>Strong analytical and problem-solving skills.</li>
<li>Ability to analyze and evaluate processes for improvement opportunities</li>
<li>Create business cases to support analysis and recommendations</li>
<li>Communicates in a clear, concise, and timely manner and operates effectively as a team player</li>
<li>Ability to communicate findings clearly to stakeholders and leadership.</li>
<li>Ability to create presentations and discuss programs, products, services, and goals.</li>
<li>Create visualizations within the Microsoft suite of products that drive home the results of your analysis, and support key stakeholders</li>
<li>Knowledge of process modeling methodologies and process improvement concepts (e.g., Lean, Six Sigma).</li>
<li>Familiarity with process automation and workflow management tools.</li>
<li>Strong analytical skills and the ability to identify process inefficiencies.</li>
<li>Attention to detail and a commitment to delivering high-quality results.</li>
<li>Experience supporting projects and coordinating tasks</li>
<li>Ability to learn quickly and proficiently, understand and absorb large volumes of new information, organizational structure, personalities, etc.</li>
<li>Ability process qualitative or quantitative data, and draw conclusions, and use them to inform and support the efforts.</li>
<li>Excellent organizational, written, and oral communication skills</li>
</ul>
PHYSICAL REQUIREMENTS: 
1. Prolonged sitting throughout the workday with occasional mobility required.
 2. Corrected vision within the normal range.
 3. Hearing within normal range. A device to enhance hearing will be provided if needed.
 4. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
 
LICENSES / CERTIFICATIONS: 
Process improvement certifications (e.g., Six Sigma) preferred but not required.
 #LI-Hybrid
 
THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
 REV. 3/12/2026

Service Operations Process Architecture - Senior Analyst - Process Architecture

JOB TITLE: Member Service Specialist IV
 DEPARTMENT: Branch Channel Delivery
 STATUS: Non- Exempt
 JOB CODE: 2302
 PAY SCALE: $26.50 - $26.50 Hourly
 
GENERAL DESCRIPTION: 
Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day’s transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services.
 
TASKS, DUTIES, FUNCTIONS: 
1. Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
 2. Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
 3. Assesses members needs while processing transactions.
 4. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
 5. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
 6. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
 7. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager.
 8. May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager.
 9. Activates alarm.
 10. Assists Branch management in coaching branch staff to meet or exceed all member service objectives.
 11. Verifies signature cards in ECM (Enterprise Content Management).
 12. Check acceptance approval within assigned limits.
 13. Ensures confidentiality of all member and credit union information.
 14. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
 15. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
 16. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
 17. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
 18. Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
 19. Refer member’s home lending/investment needs to the appropriate business partner through EnAct referrals.
 20. Process consumer loan applications and completes the fulfillment of loan when appropriate.
 21. Approves signature cards.
 22. Audits loan reports and provides coaching as needed to avoid future errors.
 23. Provide approvals based on authorized limits as assigned by the Branch Manager.
 24. Notarizes member documents (certification of trust, etc.).
 25. Processes and approves medallion stamp requests.
 26. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
 
COMMUNICATION & INTERACTIONS: 
1. Interacts professionally with members.
 2. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
 3. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services.
 4. Overcomes basic objection or resistance through conversation.
 5. Works as part of a team.
 6. Accepts constructive feedback positively and utilize it to help personal and professional development.
 7. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1.
 8. Communicates the ""why"", not just the ""how"" or ""what".
 9. Overcomes member objections and resistance with a calming and reassuring presence".
 10. Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience.
 11. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends—not contacts; follows-up on networking conversations.
 12. Comfortable and calm during conflict resolution dialogues.
 13. Polished coaching and leadership skills.
 14. Delivers feedback in an objective and effective manner.
 15. Effective delegation skills; e.g. knows when to delegate and when to lead.
 16. Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels.
 
ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 
1. INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research)
 2. Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III’s.
 3. Assist management in leading branch meetings, quarterly security meetings, and daily huddles.
 4. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed.
 
QUALIFICATIONS: 
1. EDUCATION: High School or GED required.
 2. EXPERIENCE: Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred.
 
3. BEHAVIORS: 
<ul>
<li>Fosters a positive and engaging work environment. Treating others with courtesy and respect.</li>
<li>Inspires others through words and actions and embracing G1's mission, vision and core values.</li>
<li>Displays positive, outgoing, and empathetic attitude.</li>
<li>Punctual and reliable.</li>
<li>Results-orientated.</li>
<li>Takes on any task required to meet or exceed all team objectives.</li>
<li>Takes the initiative to identify, investigate and resolve member issues, including operational and support situations.</li>
<li>Willingness and flexibility in taking on new responsibilities as business requires.</li>
<li>Willingness to learn and master new and emerging banking technology.</li>
<li>Presents Golden Services (Internal/External).</li>
<li>Assumes Positive Intent in all communication.</li>
<li>Demonstrates and coaches behaviors that are expected of the team (leadership by example).</li>
<li>Supports and demonstrates cohesive leadership within the branch.</li>
<li>Adept in resolving conflicts in a professional manner.</li>
</ul>
4. KNOWLEDGE/SKILLS: 
<ul>
<li>Functional: Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards.</li>
<li>Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager.</li>
<li>Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ.</li>
<li>Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro.</li>
</ul>
PHYSICAL REQUIREMENTS: 
1. Prolonged standing throughout the workday. A teller stool is provided as may be needed
 2. Ability to lift up to thirty pounds.
 3. Ability to frequently move about the branch to accomplish tasks.
 4. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
 5. Corrected vision in the normal range.
 6. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.
 
LICENSES/CERTIFICATIONS: 
Certified Notary Public, and successful completion of Medallion certification.
 
THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
 REV. 12/2/2025

San Jose Branch - Member Service Specialist IV (Full-Time)

TITLE: FULFILLMENT SPECIALIST
 STATUS: NON-EXEMPT
 REPORTS TO: MGR – RECORDS & FULFILLMENT
 DEPARTMENT: RECORDS
 JOB CODE: 1808
 PAY RANGE: $20.07 - $25.50 HOURLY
 
GENERAL DESCRIPTION: 
This position is concerned with building strong long-term relationships with Golden 1 members by ensuring that members receive the highest level of service available.
 
TASKS, DUTIES, FUNCTIONS: 
1. Identify, research, and respond to member inquiries/concerns originating from the Contact Center.
 2. Accurately process the Fulfillment process to ensure timely response. Meet production deadlines daily while cognizant with quality and quantity in a fast-paced environment. Perform other support functions required in member requested transactions including but not limited to, e-mail correspondence, Cashier checks, Account Modifications and Closures, Removal/Modify various types of Distribution including DBO/PRD/ATLP/SHARE TO SHARE, implement & establish SmartStart Approval/Denials/Conversion, Case Management and Signature Card.
 3. Access and fulfill multiple requests pending in the Audio Response/Telephone Teller Checks daily.
 4. Perform other support functions required in member-requested transactions, including Contact the member for validation/confirmation of the Large Cashier Check request, fulfillment, and new account review and account maintenance.
 5. Meet daily production deadlines while maintaining quality in a fast-paced environment. Maintain & update all service Brochures, Disclosures-(STOCK ON HAND), required forms to ensure the correct information is provided to the members.
 6. Audit various operational documents and reports to ensure proper procedural compliance, accuracy and authenticity. Ensure that members are provided with the correct forms and documents whether they are determined to be approved or denied of their account conversions
 7. Monitor and comply with all established security, internal audit, and applicable government policies and regulations.
 8. Maintain an in-depth knowledge of Golden 1 operational policies and procedures and complete Regulatory Training Modules as required.
 9. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
 10. Create and maintain a safe and clean working environment.
 11. Actively support company goals and initiatives.
 12. Perform system validation as changes and/or upgrades occur.
 13. Create, review and maintain procedures as changes occur.
 14. Identify and resolve issues that arise not in the normal course of business. Use utmost care and judgement when identifying member related and/or system integrity issues.
 15. Follow the escalation process in place to the proper level of management for immediate resolution if necessary.
 16. Sort and distribute MSCC incoming mail.
 17. Assist with processing of MSCC audit reports daily (Reg D, limit decreases, dormancy)
 18. Perform other responsibilities as apparent or assigned.
 
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
 1. Effective oral and written communication skills required.
 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment.
 3. Must be able to work independently for long periods without being a safety or health risk to self or others.
 
ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 
1. INTERNAL: Contact Center, Branch staff, Marketing and Corporate Service Mail room.
 2. EXTERNAL: Members, title companies, attorneys, outside agencies.
 
QUALIFICATIONS: 
1. EDUCATION: Successful completion of High School curriculum required.
 2. EXPERIENCE: Two years or more experience at a financial institution providing customer service.
 
3. KNOWLEDGE/SKILLS: 
<ul>
<li>Maintain a thorough knowledge of Golden 1 Credit Union procedures, products and services</li>
<li>Strong oral and written communication skills</li>
<li>Professional member relations skills & telephone etiquette</li>
<li>Proficient computer skills and software experience</li>
<li>Ability to work independently and as part of a team</li>
</ul>
PHYSICAL REQUIREMENTS: 
1. Prolonged sitting throughout the workday with mobility required.
 2. Corrected vision within the normal range.
 3. Hearing within normal range. A device to enhance hearing will be provided if needed.
 4. Frequent movements throughout the department daily to interact with staff, accomplish tasks, etc.
 5. Heavy telephone usage.
 LICENSES/CERTIFICATIONS: None
 REV. 2.26.2025

Records - Fulfillment Specialist

JOB TITLE: Member Service Specialist II
 DEPARTMENT: Branch Channel Delivery
 STATUS: Non- Exempt
 JOB CODE: 2201
 PAY SCALE: $21.50 - $21.50 Hourly
 
GENERAL DESCRIPTION: 
Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day’s transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services.
 
TASKS, DUTIES, FUNCTIONS: 
1. Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
 2. Provides Golden 1 services to member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
 3. Assesses members needs while processing transactions.
 4. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
 5. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
 6. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
 7. Assists MSS III and above with open and close responsibilities, as needed.
 8. Activates alarm.
 9. Verifies signature cards in ECM (Enterprise Content Management).
 10. Check acceptance approval within assigned limits.
 11. Ensures confidentiality of all member and credit union information.
 12. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
 13. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
 14. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
 15. Mentors and advises MSSIs.
 16. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
 17. Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
 18. Refer lending needs to MSS III and/or business partner.
 19. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
 
COMMUNICATION & INTERACTIONS: 
1. Interacts professionally with members.
 2. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
 3. Effective listener.
 4. Communicates with empathy.
 5. Associates member needs based on conversation to G1 products and services.
 6. Overcomes basic objection or resistance through conversation. Works as part of a team.
 7. Accepts constructive feedback positively and utilize it to help personal and professional development.
 8. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what".
 9. Overcomes member objections and resistance with a calming and reassuring presence"
 
ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 
1. INTERNAL: Participates in team meetings. Frequent routine verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training.
 2. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. May be required to sign-in outside vendors and visitors as needed.
 
QUALIFICATIONS: 
1. EDUCATION: High School or GED required.
 2. EXPERIENCE: Minimum one plus year of prior experience in a cash handling service oriented role and 6+ months as a Member Service Specialist I or teller role at Golden 1 or another financial institution preferred.
 
3. BEHAVIORS: 
<ul>
<li>Fosters a positive and engaging work environment. Treating others with courtesy and respect.</li>
<li>Inspires others through words and actions and embracing G1's mission, vision and core values.</li>
<li>Displays positive, outgoing, and empathetic attitude.</li>
<li>Punctual and reliable.</li>
<li>Results-orientated.</li>
<li>Takes on any task required to meet or exceed all team objectives.</li>
<li>Desire to take the initiative to identify, investigate and resolve member issues, including operational and support situations.</li>
<li>Willingness and flexibility in taking on new responsibilities as business requires.</li>
<li>Willingness to learn and master new and emerging banking technology.</li>
<li>Presents Golden Services (Internal/External).</li>
<li>Assumes Positive Intent in all communication.</li>
</ul>
4. KNOWLEDGE/SKILLS: 
<ul>
<li>Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), fulfillment (with Subshares) and deposit services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service.</li>
<li>Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager.</li>
<li>Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro.</li>
</ul>
PHYSICAL REQUIREMENTS: 
1. Prolonged standing throughout the workday. A teller stool is provided as may be needed
 2. Ability to lift up to thirty pounds.
 3. Ability to frequently move about the branch to accomplish tasks.
 4. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
 5. Corrected vision in the normal range.
 6. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.
 
LICENSES/CERTIFICATIONS: 
None
 
THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
 REV. 12/2/2025

Oakhurst Branch - Member Service Specialist II (Part-Time)

TITLE: LEADERSHIP DEVELOPMENT SENIOR PARNTER
 STATUS: EXEMPT
 REPORT TO: VP – LEADERSHIP AND ENTERPRISE DEVELOPMENT
 DEPARTMENT: LEADERSHIP AND ENTERPRISE DEVELOPMENT
 JOB CODE: 11403
 PAY RANGE: $93,700.00 - $105,000.00 ANNUALLY
 
GENERAL DESCRIPTION: 
The Leadership Development Senior Partner provides resources and builds relationships focusing on the mission and objectives set forth by the organization. Acts as an operational and strategic resource driving the planning and execution of Leadership Development across the organization. Interfaces with all levels of Senior Leadership to align with key initiatives, develops content for Leadership Programs, and implements solutions which seek to enhance the professional growth of all Golden 1 employees. Actively participates in Golden customer service and accepts responsibility in maintaining relationships that are equally respectful to all.
 
TASKS, DUTIES, FUNCTIONS: 
<ul>
<li>Responsible for executing, and managing major leadership development strategies system-wide, including the development of leadership curricula, in collaboration with Talent Management career development planning, and individual leadership development plans.</li>
<li>Partners with business units to develop and implement leadership development strategies.</li>
<li>Prepares and delivers facilitation of leadership development programming and experiential development plans.</li>
<li>Provides executive coaching to senior managers and high potential candidates.</li>
<li>Assesses training needs through surveys, interviews, focus groups, and/or consultation with managers, consultants, or others to identify needs and to develop an aligned curriculum of system and campus programs, on-line tools, and resources.</li>
<li>Develops instructional materials for leadership programming; Keeps abreast of curriculum, development, training and facilitation, market information & trends to ensure competitive and relevant design and delivery.</li>
<li>Shares accountability and responsibility with other Learning, Leadership and Talent Development Partners for consistent integrated solutions across the organization.</li>
<li>Develops appropriate metrics and tracking mechanisms to build accountability and measure results.</li>
<li>Leverages data analysis to narrate leadership development outcomes contributing to organizational results achievements.</li>
<li>Performs other duties as assigned in the advancement of the department’s goals.</li>
</ul>
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
 1. Effective oral and written communication skills required in facilitation, interact with employees, external contacts outside vendors, prepare recommendations and reports, make presentations, and constructively follow up on employee concerns and inquiries. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as personal computer and telephone.
 
ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 
1. INTERNAL: All levels of staff and management.
 2. EXTERNAL: Vendors, experts in fields related to seminars, and peers in financial institutions.
 
QUALIFICATIONS: 
1. EDUCATION: Master’s degree in relevant discipline such as Psychology, Organizational Development, Human Resources, Leadership, Training and Development, or related field
 2. EXPERIENCE: OR Bachelor’s degree and five to seven years of progressive experience in people leadership, organizational development, talent management or related field
 3. KNOWLEDGE / SKILLS: Must possess working knowledge of adult learning principles and theories. Experience working with management in areas of leadership development. Builds credibility quickly. Strong curriculum design and development skills, including the ability to originate training programs. Ability to develop and apply different methods of training and critical thinking to enhance the learning experience. Strong facilitation and presentation skills. Skilled at making clear and persuasive presentations. Ability to drive change management and business cultural transformation. Demonstrated ability to handle difficult training topics and conflict in training sessions, as well as be able to influence outcomes of discussions. Ability to interact well with all levels of staff and leadership. Must be able to work independently with little supervision and manage multiple projects concurrently. Requires excellent project/time management skills, working under multiple deadlines. General business practice, analytical ability, general math skills, financial calculators, Microsoft Office Suite skills (Excel, Word, PowerPoint). Strong oral and written communication skills.
 
PHYSICAL REQUIREMENTS: 
1. Prolonged sitting throughout the workday with occasional mobility required.
 2. Corrected vision within the normal range.
 3. Hearing within normal range. A device to enhance hearing will be provided if needed.
 4. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
 5. Minimal travel locally and statewide by car or public conveyance to attend meetings at other Golden 1 offices as needs arise. Overnight and evening schedules included.
 6. Unusually long work hours may be required to accomplish tasks.
 
LICENSES / CERTIFICATIONS: 
<ul>
<li>Certified in at least one recognized assessment tools (i.e., CliftonStrengths, EQ-i.,Myers-Briggs Type Indicator (MBTI),.) CliftonStrengths preferred, OR</li>
<li>Certified in two or more leadership development programs (i.e., Crucial Conversations, SLII, The Leadership Challenge), or Certified Professional in Learning and Performance (CPLP) through the Association for Talent Development (ATD)</li>
</ul>
#LI-Hybrid
 
THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
 REV. 3/12/2026

Leadership and Enterprise Development - Leadership Development Sr Partner

TITLE: QA ENGINEER
 STATUS: EXEMPT
 REPORT TO: DIRECTOR - ENTERPRISE QUALITY ASSURANCE
 DEPARTMENT: IT - QUALITY ASSURANCE
 JOB CODE: 12000
 PAY SCALE: $112,200.00 - $140,000.00 ANNUALLY
 
GENERAL DESCRIPTION: 
The QA Engineer is responsible for designing, developing, and executing automated test solutions to ensure the quality and reliability of applications across multiple platforms. This role works closely with developers and QA team members to integrate automated testing into CI/CD pipelines and drive efficiency in the software delivery process.
 
The QA Engineer is expected to demonstrate competent proficiency in test strategy and design, including risk based testing, comprehensive test case design, and test planning across multiple applications or services. This role requires solid technical skills in test automation, programming or scripting, API testing, and effective use of CI/CD pipelines to integrate automated tests into delivery workflows. The QA Engineer manages test data and environments for assigned projects, independently executes and monitors automated and manual test suites, and contributes to release readiness assessments with data driven input. Strong competency in defect and incident management, data analysis of QA metrics, and clear documentation and reporting are essential, along with active participation in Agile practices, cross functional collaboration, and continuous improvement of tools and processes. The QA Engineer is expected to balance technical depth with growing business awareness by considering customer impact, regulatory and compliance needs, and risk when designing and prioritizing tests.
 
TASKS, DUTIES, FUNCTIONS: 
1. Design and implement automated test scripts using tools such as Selenium, Cypress, or Playwright.
 2. Maintain and enhance automation frameworks for scalability and reusability.
 3. Perform functional, regression, and integration testing in Agile environments.
 4. Collaborate with developers to ensure testability and quality standards.
 5. Conduct API testing and integrate automated tests into CI/CD pipelines.
 6. Analyze test results, troubleshoot failures, and provide detailed reports.
 
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:
 1. Exceptional oral and written communication skills to interact with members, credit union staff and management, negotiate vendor agreements and manage project teams.
 2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as personal computer, multi-use copiers and telephone.
 3. Must be able to work on own initiative.
 4. Excellent project management skills are required to manage the implementation enterprise-wide projects, prepare recommendations, perform analysis, and to accomplish other project management functions as listed.
 5. Ability to work under pressure and tight deadlines may be required to work extended hours to complete tasks.
 
ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 
1. INTERNAL: All levels of staff and management, including Senior Management.
 2. EXTERNAL: Vendors (as needed).
 
QUALIFICATIONS: 
1. EDUCATION: Bachelor’s degree in Computer Science, Information Systems, or related field (or equivalent experience).
 2. EXPERIENCE: 4–5 years in software testing or quality assurance with strong automation experience.
 3. KNOWLEDGE / SKILLS: Proficiency in automation tools (Selenium, Cypress, Playwright)., Experience with scripting languages (Java, Python, or JavaScript), Familiarity with CI/CD tools (Jenkins, GitHub Actions), Knowledge of API testing frameworks (Postman, REST Assured). Strong analytical and problem-solving skills.
 
PHYSICAL REQUIREMENTS: 
1. Prolonged sitting throughout the workday with occasional mobility required.
 2. Corrected vision within the normal range.
 3. Hearing within normal range. A device to enhance hearing will be provided if needed.
 4. Ability to lift 20 lbs. as may be required.
 5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
 6. May require long work hours to accomplish tasks.
 7. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included.
 8. Prolonged use of telephone to accomplish tasks.
 
LICENSES / CERTIFICATIONS: 
ISTQB Foundation or Advanced (preferred)
 
#LI-Hybrid
 
THIS JOB DESCRIPTION PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE’S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
 REV. 3/12/2026

IT - Quality Assurance - QA Engineer

Join Golden 1 Credit Union and explore 10   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.