Qureos Mentor

Golden 1 Credit Union

Job Title: Member Service Specialist II
 Status: Non-exempt
 Reports to: Associate Branch Manager IV
 Department: Sunrise Branch
 Job Code: 2201
 Pay Range: $22.00 Hourly
 
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: 
At Golden 1, we believe in investing in our people. When you join our branch team, you’re not just starting a job – you’re building a career. We prioritize internal promotions, professional development, and ongoing training to help grow and succeed.
 You’ll have an opportunity to build meaningful relations with members, provide trusted financial guidance, and make a real impact in your community. If you’re passionate about service, growth and making a difference, we’d love to have you on our team!
 
WHAT YOU'LL DO: 
<ul>
<li>Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.</li>
<li>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.</li>
<li>Assesses members needs while processing transactions.</li>
<li>Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.</li>
<li>Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.</li>
<li>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.</li>
<li>Assists MSS III and above with open and close responsibilities, as needed.</li>
<li>Activates alarm.</li>
<li>Verifies signature cards in ECM (Enterprise Content Management).</li>
<li>Check acceptance approval within assigned limits.</li>
<li>Ensures confidentiality of all member and credit union information.</li>
<li>Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.</li>
<li>Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.</li>
<li>Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.</li>
<li>Mentors and advises MSSIs.</li>
<li>Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.</li>
<li>Enroll members in the different channels that Golden 1 uses: online, mobile, etc.</li>
<li>Refer lending needs to MSS III and/or business partner.</li>
<li>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.</li>
</ul>
QUALIFICIATIONS AND PREFERENCES: 
<ul>
<li>H.S. Diploma or General Education Degree (GED) required</li>
<li>1+ years year of prior experience in a cash handling service oriented role required</li>
<li>6+ months as a Member Service Specialist I or teller role at Golden 1 or another financial institution preferred</li>
</ul>
WHY JOIN US: 
Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.
 
Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2064
 
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.

Sunrise Branch - Member Service Specialist II (Full-Time)

Job Title: Member Service Specialist II
 Status: Non-exempt
 Reports to: Associate Branch Manager IV
 Department: Roseville Pleasant Grove Branch
 Job Code: 2201
 Pay Range: $22.00 Hourly
 
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: 
At Golden 1, we believe in investing in our people. When you join our branch team, you’re not just starting a job – you’re building a career. We prioritize internal promotions, professional development, and ongoing training to help grow and succeed.
 You’ll have an opportunity to build meaningful relations with members, provide trusted financial guidance, and make a real impact in your community. If you’re passionate about service, growth and making a difference, we’d love to have you on our team!
 
WHAT YOU'LL DO: 
<ul>
<li>Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.</li>
<li>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.</li>
<li>Assesses members needs while processing transactions.</li>
<li>Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.</li>
<li>Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.</li>
<li>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.</li>
<li>Assists MSS III and above with open and close responsibilities, as needed.</li>
<li>Activates alarm.</li>
<li>Verifies signature cards in ECM (Enterprise Content Management).</li>
<li>Check acceptance approval within assigned limits.</li>
<li>Ensures confidentiality of all member and credit union information.</li>
<li>Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.</li>
<li>Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.</li>
<li>Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.</li>
<li>Mentors and advises MSSIs.</li>
<li>Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.</li>
<li>Enroll members in the different channels that Golden 1 uses: online, mobile, etc.</li>
<li>Refer lending needs to MSS III and/or business partner.</li>
<li>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.</li>
</ul>
QUALIFICIATIONS AND PREFERENCES: 
<ul>
<li>H.S. Diploma or General Education Degree (GED) required</li>
<li>1+ years year of prior experience in a cash handling service oriented role required</li>
<li>6+ months as a Member Service Specialist I or teller role at Golden 1 or another financial institution preferred</li>
</ul>
WHY JOIN US: 
Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.
 
Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2064
 
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.

Roseville PleasantGrove Branch - Member Service Specialist II (Full-Time)

Job Title: Member Service Specialist II
 Status: Non-exempt
 Reports to: Associate Branch Manager
 Department: Hanford Branch
 Job Code: 2201
 Pay Range: $21.50 Hourly
 
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: 
At Golden 1, we believe in investing in our people. When you join our branch team, you’re not just starting a job – you’re building a career. We prioritize internal promotions, professional development, and ongoing training to help grow and succeed.
 You’ll have an opportunity to build meaningful relations with members, provide trusted financial guidance, and make a real impact in your community. If you’re passionate about service, growth and making a difference, we’d love to have you on our team!
 
WHAT YOU'LL DO: 
<ul>
<li>Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.</li>
<li>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.</li>
<li>Assesses members needs while processing transactions.</li>
<li>Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.</li>
<li>Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.</li>
<li>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.</li>
<li>Assists MSS III and above with open and close responsibilities, as needed.</li>
<li>Activates alarm.</li>
<li>Verifies signature cards in ECM (Enterprise Content Management).</li>
<li>Check acceptance approval within assigned limits.</li>
<li>Ensures confidentiality of all member and credit union information.</li>
<li>Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.</li>
<li>Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.</li>
<li>Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.</li>
<li>Mentors and advises MSSIs.</li>
<li>Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.</li>
<li>Enroll members in the different channels that Golden 1 uses: online, mobile, etc.</li>
<li>Refer lending needs to MSS III and/or business partner.</li>
<li>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.</li>
</ul>
QUALIFICIATIONS AND PREFERENCES: 
<ul>
<li>H.S. Diploma or General Education Degree (GED) required</li>
<li>1+ years year of prior experience in a cash handling service oriented role required</li>
<li>6+ months as a Member Service Specialist I or teller role at Golden 1 or another financial institution preferred</li>
</ul>
WHY JOIN US: 
Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.
 
Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2064
 
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.

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

<div>
 
 JOB TITLE:
 
 Member Service Specialist
 
 (Citrus Heights)
 
 
 
 
 DEPARTMENT:
 
 Branch Channel Delivery
 
 
 
 STATUS:
 
 Non- Exempt
 
 
 
 JOB CODE:
 
 2201
 
 
 
 PAY SCALE:
 
 $20.50 - $25.00 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&rsquo;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
 
 
 
 <ul>
 <li>
 Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
 </li>
 <li>
 Provides Golden 1 services to member, including but not limited to cashier&rsquo;s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
 </li>
 <li>
 Assesses members needs while processing transactions.
 </li>
 <li>
 Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
 </li>
 <li>
 Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
 </li>
 <li>
 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.
 </li>
 <li>
 Assists MSS III and above with open and close responsibilities, as needed.
 </li>
 <li>
 Activates alarm.
 </li>
 <li>
 Verifies signature cards in ECM (Enterprise Content Management).
 </li>
 <li>
 Check acceptance approval within assigned limits.
 </li>
 <li>
 Ensures confidentiality of all member and credit union information.
 </li>
 <li>
 Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
 </li>
 <li>
 Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
 </li>
 <li>
 Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members&rsquo; financial service needs to ensure members are provided with meaningful financial solutions.
 </li>
 <li>
 Mentors and advises MSSIs.
 </li>
 <li>
 Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
 </li>
 <li>
 Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
 </li>
 <li>
 Refer lending needs to MSS III and/or business partner.
 </li>
 <li>
 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.
 
 
 </li>
 </ul>
 
 Communication &amp; Interactions
 
 
 
 <ul>
 <li>
 Interacts professionally with members.
 </li>
 <li>
 Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
 </li>
 <li>
 Effective listener.
 </li>
 <li>
 Communicates with empathy.
 </li>
 <li>
 Associates member needs based on conversation to G1 products and services.
 </li>
 <li>
 Overcomes basic objection or resistance through conversation. Works as part of a team.
 </li>
 <li>
 Accepts constructive feedback positively and utilize it to help personal and professional development.
 </li>
 <li>
 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".
 </li>
 <li>
 Overcomes member objections and resistance with a calming and reassuring presence"
 
 
 </li>
 </ul>
 
 Organizational Contacts &amp; Relationships
 
 
 
 <ul>
 <li>
 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.
 </li>
 <li>
 EXTERNAL: Frequent transaction related interactions and consultative conversations with members. May be required to sign-in outside vendors and visitors as needed.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 EDUCATION: High School or GED required.
 </li>
 <li>
 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.
 </li>
 <li>
 BEHAVIORS:
 </li>
 <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>
 <li>
 KNOWLEDGE/SKILLS:
 </li>
 <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
 
 
 
 <ul>
 <li>
 Prolonged standing throughout the workday. A teller stool is provided as may be needed
 </li>
 <li>
 Ability to lift up to thirty pounds.
 </li>
 <li>
 Ability to frequently move about the branch to accomplish tasks.
 </li>
 <li>
 Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
 </li>
 <li>
 Corrected vision in the normal range.
 </li>
 <li>
 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.
 
 
 </li>
 </ul>
 
 Licenses/Certifications
 
 
 
 None
 
 
 REV. 4/15/2024
</div>

Member Service Specialist (Full-Time/Part-Time) (Bank Teller)

JOB TITLE: Member Service Specialist III
 DEPARTMENT: Branch Channel Delivery
 STATUS: Non- Exempt
 JOB CODE: 2401
 PAY SCALE: $23.50 - $23.50 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 MSS IV and above.
 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 MSSI’s and MSSII’s.
 16. Develops coaching and leadership skills by observation and training courses.
 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. Collects medallion stamp request information and sends to MSS IV or above for approval.
 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.
 4. Associates member needs based on conversation to G1 products and services.
 5. Overcomes basic objection or resistance through conversation.
 6. 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.
 9. Communicates the ""why"", not just the ""how"" or ""what".
 10. Overcomes member objections and resistance with a calming and reassuring presence
 11. 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.
 12. 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.
 
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. Internal conversations are more research focused (e.g., fraud avoidance and account research)
 2. 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 of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II 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>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>
</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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ.</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, if required for specific branch.
 
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

Arden Town Branch - Member Service Specialist III (Full-Time)

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)

Join Golden 1 Credit Union and explore 6   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.