Qureos Mentor

Golden 1 Credit Union

Job Title: Sup - Treasury Management Operations
 Status: Exempt
 Reports to: Manager - Treasury Management and Wire Operations
 Department: Treasury Management and Wire Ops
 Job Code: 12093
 Pay Range: $93,700.00 - $96,000.00 Annually
 
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 provide leadership and oversight for Treasury Management onboarding, implementation, and Tier 2 support functions, ensuring business members receive accurate, timely, and professional service across the full suite of Treasury Management products and services. You ensure internal partners and business members receive effective guidance, support, and issue resolution while maintaining operational excellence, regulatory compliance, and a high-quality member experience. You are a knowledgeable and service-focused leader who applies technical expertise, sound judgment, and risk-based decision making to oversee implementations, resolve complex escalations, manage operational controls, and support the successful delivery of ACH Origination, Wire Origination, Positive Pay, Remote Deposit Capture, Business Online Banking, and related Treasury Management services. You collaborate across business lines and functional areas to drive operational efficiency, manage risk, support strategic initiatives, and ensure consistent execution of Treasury Management processes. You lead employee development through coaching and cross-training, monitor key performance and risk indicators, and maintain expertise in regulatory requirements, industry best practices, and emerging risks impacting Treasury Management and money movement activities.
 
WHAT YOU'LL DO: 
<ul>
<li>Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations.</li>
<li>Lead, coach, train, and develop Treasury Management Specialists responsible for onboarding, implementation, maintenance, and tier 2 support of Treasury Management products and services. Foster a high-performance culture focused on service excellence, accountability, and continuous improvement.</li>
<li>Lead cross-training initiatives across the Treasury Management team to ensure operational resiliency, succession readiness, workload balancing, and adequate coverage for all critical Treasury Management functions.</li>
<li>Oversee the end-to-end onboarding process for Treasury Management business members, including implementation, configuration, testing, training, and activation of products and services. Ensure a seamless member experience from onboarding through ongoing support.</li>
<li>Manage and oversee the tier 2 support function for Treasury Management services, ensuring timely resolution of escalated member, operational, technical, and service-related issues.</li>
<li>Serve as the department escalation point and subject matter expert for ACH Origination, Wire Origination, Positive Pay, Remote Deposit Capture, Business Online Banking, fraud prevention solutions, and related Treasury Management services.</li>
<li>Own the operational risks associated with Treasury Management products and services by establishing, maintaining, and enhancing controls to mitigate fraud, operational, compliance, and reputational risk consistent with the Credit Union's risk appetite.</li>
<li>Maintain expert knowledge of applicable laws, regulations, and industry guidance governing Treasury Management and money movement activities, including NACHA Operating Rules, Regulation E, UCC requirements, OFAC requirements, BSA/AML regulations, fraud prevention practices, and other regulatory requirements impacting electronic payments. Ensure departmental compliance through ongoing education, monitoring, and procedural updates.</li>
<li>Establish, monitor, analyze, and report Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) related to Treasury Management onboarding, support, service quality, operational effectiveness, risk management, and member experience. Escalate trends and implement corrective action as needed.</li>
<li>Monitor departmental service levels, implementation timelines, annual review completion rates, service requests, operational backlogs, and support queues to ensure adherence to established service standards and business objectives.</li>
<li>Oversee annual Treasury Management reviews, periodic service reviews, user entitlement reviews, and operational audits to ensure compliance with internal policy, regulatory requirements, and risk management standards.</li>
<li>Partner with Compliance, Risk Management, Fraud Prevention, Information Technology, Business Services, Commercial Lending, and Operations leadership to identify emerging risks, implement controls, and support strategic Treasury Management initiatives.</li>
<li>Develop, maintain, and continuously improve Treasury Management procedures, job aids, training materials, and departmental controls to ensure consistency, efficiency, and compliance.</li>
<li>Identify opportunities for process improvement, automation, workflow optimization, and service enhancements that improve the member experience while reducing operational risk.</li>
<li>Support user acceptance testing, system upgrades, product implementations, vendor conversions, and disaster recovery activities affecting Treasury Management platforms and services.</li>
<li>Prepare and present management reporting related to department performance, service delivery, onboarding metrics, operational losses, audit findings, risk indicators, capacity planning, and strategic initiatives.</li>
<li>Foster a culture of risk awareness, compliance, accountability, collaboration, and member-focused service while promoting employee engagement, professional development, and team effectiveness.</li>
</ul>
QUALIFICIATIONS AND PREFERENCES: 
<ul>
<li>Bachelor’s Degree Business, Finance, Accounting, Management, Treasury Management, or related field preferred. Equivalent combination of education and experience may be considered. required</li>
<li>5+ years of treasury management, banking operations, payment operations, or commercial banking experience. required and</li>
<li>3+ years leadership, supervisory, lead, or management experience required and</li>
<li>Experience supporting commercial treasury products including ACH, wire transfers, positive pay, remote deposit capture, and business online banking. required and</li>
<li>Experience with treasury implementation, onboarding, and operational support. required and</li>
<li>Experience with system administration, configuration, testing, and vendor implementations. preferred and</li>
<li>Experience with Fiserv DNA, Q2, Ensenta, iPay, or similar banking platforms. 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=3337
 
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

Sup - Treasury Management Operations

Job Title: Direct Loan Processor II
 Status: Non-exempt
 Reports to: Supervisor - Direct Loan Processing
 Department: Consumer Direct Lending Ops
 Job Code: 11219
 Pay Range: $23.09 - $27.00 Hourly
 Location: Remote in California
 
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 independently manage the full lifecycle of consumer loan processing from application through funding, ensuring accuracy, timeliness, and compliance while delivering a strong member experience. You are a detail-oriented, dependable lending professional with strong judgment and communication skills, known for managing a high-volume pipeline, resolving complex issues, and maintaining high standards of quality and compliance. You take ownership of your work by proactively managing loan files, collaborating across teams, identifying risks or exceptions, and using critical thinking to drive solutions that support efficient processing and positive outcomes for members and partners.
 
WHAT YOU'LL DO: 
<ul>
<li>Maintain and apply a thorough working knowledge of state and federal laws, regulations, and internal policies related to consumer lending and credit union compliance, including BSA/AML, OFAC, privacy requirements, and fraud/identity theft prevention practices relevant to the role.</li>
<li>Manage a high volume of inbound and outbound loan-related calls and messages while simultaneously progressing multiple loan applications; prioritize workload to meet established service levels, accuracy targets, and funding timelines.</li>
<li>Independently manage an active pipeline/portfolio of approximately 40–50 applications at any time (typically 75%+ vehicle-secured), ensuring proactive follow-up, timely condition clearing, accurate documentation, and end-to-end ownership through funding.</li>
<li>Perform quality control reviews to support loan funding and operational audits, ensuring files meet documentation standards, lien perfection requirements, and regulatory/policy guidelines; identify exceptions, and drive corrective action to mitigate risk.</li>
<li>Collect, analyze, and validate relevant financial and identity documentation (e.g., proof of income, stipulations, insurance, title/registration) to satisfy loan conditions; maintain effective member relationships by setting expectations and providing clear status updates.</li>
<li>Participate in all department functions to help achieve objectives.</li>
<li>Continuously develop yourself to solve problems and improve department performance.</li>
<li>Foster a positive work environment by actively listening to and responding to member and co-worker needs with a courteous and helpful attitude.</li>
<li>Analyze data, research, and collect documentation, and prepare loan documents with minimal errors.</li>
<li>Obtain and verify required Department of Motor Vehicles (DMV) documentation to properly record the credit union's lien on loan collateral.</li>
<li>Collaborate with peers across different departments to carry out key steps in the loan application process.</li>
<li>Conduct supportive tasks including email correspondence, answering emails and TEAM chat queries, conducting consumer loan fulfillment audits, providing assistance on escalated calls and branch emails.</li>
<li>Identify, investigate, and mitigate potential fraud, suspicious activity, and identity theft by recognizing red flags, validating documentation, applying due diligence standards, and escalating/referring cases in accordance with established procedures.</li>
<li>Apply critical thinking and continuous-improvement practices to reduce errors, streamline processing steps, and improve member and employee experience; recommend process enhancements and share best practices with peers.</li>
<li>Participate in video conferencing and online meetings while being comfortable in a virtual office culture.</li>
<li>Provide effective oral and written communication skills to aid other employees and proactively follow up on member inquiries and concerns via approved communication channels taking care to ensure proper grammar and a professional tone.</li>
<li>Provide exceptional customer service to Golden 1 members, dealerships, and outside finance companies.</li>
<li>Perform other tasks as assigned.</li>
</ul>
QUALIFICIATIONS AND PREFERENCES: 
<ul>
<li>H.S. Diploma or General Education Degree (GED) required</li>
<li>, AA degree or some college preferred</li>
<li>4+ years experience in a fast-paced lending or work environment with high loan processing volume with demonstrated ability to independently manage complex loan files, resolve escalations, and consistently meet quality, compliance, and productivity standards in a high-volume environment. required</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=2096
 
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-Remote
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Direct Loan Processor II

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 4   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.

Golden 1 Credit Union

About Company

Sup - Treasury Management Operations

Direct Loan Processor II

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

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