member service specialist

First Capital Federal Credit Union

<div>First Capital Federal Credit Union is seeking a full time Floating Universal Member Service Specialist to join our growing team and will serve as a floater at our East, West, South, Manchester and Contact Center branches. If you are a service-focused, energetic person, looking to advance your career and work in a well-respected, community based financial institution with excellent salary, benefits and incentives, this may be the right position for you!
Organization Description
First Capital Federal Credit Union is a full-service financial institution serving the needs of members throughout York County, Pennsylvania, and the United States. Membership in the Credit Union is open to all employees and their families of companies within our Field of Membership.
Our Mission statement is the financial wellbeing of members and dedication to our community you FIRST.
Who are we looking for:
Individuals who can provide exceptional service, working with our members to provide guidance on the right Credit Union products and services that will meet their needs. Our Floating Universal Member Service Specialist will process transactions, work with members on their loan needs, open accounts and assist with checking and savings needs. This position will also assist our members with their mobile app, e-service needs, and identify opportunities for new products and services.
The ideal candidate will be comfortable working with members on their loan and financial needs, eager to learn new skills, have excellent written and oral communication, the ability to multi-task, and a passion for helping people.
Education &amp; Skills
<ul><li> High School or Equivalent</li></ul>
<ul><li> Ability to navigate/operate a PC in a Windows based system and apps, with ease.</li></ul>
<ul><li> Able to professionally communicate with members via phone, email, and in-person.</li></ul>
<ul><li> Two years minimum working in customer service, banking or a related field.</li></ul>
Advancement Opportunities:
<ul><li> Floating Universal Member Service Specialists learn and are skilled in a variety of functions to be ready when advancement opportunities open.</li></ul>
Working Conditions
<ul><li> Work will be conducted in a well-lighted and ventilated office setting,</li></ul>
<ul><li> Sitting, standing, bending, lifting, and navigating stairwells required during working hours.</li></ul> 
 
Excellent Medical, Dental, Vision and 401k benefits, pension, including paid vacation and holidays.</div>

Floating Universal Member Service Specialist

American 1 Credit Union

<div><div><div><div><div>We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?<ul><li>
Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.</li><li>
Opening new bank accounts such as checking, savings, IRA&rsquo;s.</li><li>
Opening new credit cards and analyzing credit reports</li><li>
Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.</li></ul>
If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply:<ul><li>
Location: On-site in, Milan, MI,</li><li>
Position: Personal Banker/Member Service Specialist</li><li>
Wage: 21.13/hour</li><li>
Benefits start on day one: Health, Dental, Vision, Responsible Time Off</li><li>
All offers of employment are contingent upon background screens.</li></ul>
The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member&rsquo;s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.
 Essential Job Functions<ul><li>
Engaged Communication: Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.</li><li>
GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.</li><li>
Accurately Process Member Activity: Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.</li><li>
Focus on Purpose/Mission: Focused on the credit union&rsquo;s purpose and mission statement of creating financial wellness in our community through everyday banking.</li><li>
Scorecard Accountability: Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.</li><li>
Focused on Clear Member Communication: Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.</li><li>
Employee Culture: Committed to supporting a culture that is inclusive for all.</li><li>
Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.</li><li>
Community Advocate: Serves as a representative of the credit union while in the community.</li><li>
Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other miscellaneous member transactions efficiently and accurately.</li></ul>
 Competencies Required<ul><li>
People Focused and Strong Communication: Empathetically seek understanding of what members and team members require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.</li><li>
Achiever, Initiative, and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Motivated to achieve goals. Measurable outcomes may include Sales, Growth, Retention, Productivity, Service level, Quality accuracy, Efficiency, Timeliness, Cost savings, etc. Committed to executing individual scorecard goals as well as achieving branch goals.</li><li>
Focused, Accuracy, and Attention to Detail: Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.</li><li>
Trustworthy, Reliability, and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Follows all core processes, policies, and procedures.</li><li>
Engaged and Collaborative: The employee will work with others to achieve common organizational goals in a spirit of honoring diversity and mutual respect. Effectively communicates by actively listening and sharing relevant information with co-workers, supervisor(s), and members so as to anticipate problems and ensure the effectiveness of the institution.</li><li>
Humbly Confident and Inquisitive: Committed to asking questions for clarification so that confidence is built in the member relationships. Admit when there is an opportunity for improvement and celebrate with the team when we win together.</li></ul>
Key Accountability Items:<ul><li>
Support and Collaborate with Branch Team</li><li>
Accuracy and completion of account and loan documentation</li><li>
Uphold GREAT service standards.</li><li>
Personal Scorecard Results</li><li>
High level of knowledge of all products and services</li></ul>
 Requirements:<ul><li>
A minimum education of high school diploma or GED.</li><li>
Prior customer service and sales experience.</li><li>
Credit union or banking experience preferred but not required.</li></ul>
 The Ideal Candidate:<ul><li>
Excellent verbal and written communication skills</li><li>
Working knowledge of PC applications such as Microsoft Office</li><li>
Ability to work independently or as a collaborative member of a team.</li><li>
Ability to direct other team members and coach others.</li><li>
Knowledge of credit union products, services, policies, core processes, and procedures.</li><li>
Ability to provide supervisory leadership of professional- and intermediate-level staff.</li><li>
Demonstrated member-focused strategy skills.</li><li>
Demonstrated skill in gathering, reporting, and summarizing trends in data.</li><li>
Ability to express oneself clearly and articulately both orally and in writing.</li><li>
Ability to make decisions and take initiative in problem resolution.</li><li>
Ability to exercise tact and responsibility with handling confidential information.</li></ul>
 NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</div></div></div></div></div>

Personal Banker (Member Service Specialist) -

ICCU

<div>Do you enjoy guiding people to the help they need? Do you love learning how to solve new puzzles? Are you someone who regularly keeps a positive attitude and a smile on your face?

If so, you could be the perfect candidate for our Member Service Specialist role at ICCU!

ICCU&rsquo;s mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors at one of our branches.

*This position is for the Monday, Wednesday, Thursday and every Saturday*

At work, your Primary Responsibilities will include:
<ul>
<li>Ensuring member satisfaction through courteous, accurate, and efficient service.</li>
<li>Providing general information to members about our Credit Union Services.</li>
<li>Referring members to products and services that will assist them in achieving financial success.</li>
<li>Learning a variety of channels and systems to perform member transactions.</li>
<li>Utilizing resources to resolve member concerns on the first contact.</li>
<li>Informing your manager of member needs regarding our products and services.</li>
<li>Demonstrating our core values of Honesty and Integrity, Respect and Dignity, Growth and Performance, and Improvement and Accountability in your behavior at work.</li></ul> 


Before you apply, make sure you have:
<ul>
<li>A High School Diploma or GED.</li>
<li>Good communication and interpersonal skills.</li>
<li>The ability to use a calculator and handle cash efficiently and accurately.</li>
<li>The ability to learn a variety of channels and systems.</li>
<li>The ability to maintain confidentiality of Credit Union records.</li></ul> 


Also, please let us know in your application if you have:
<ul>
<li>Knowledge of the Financial Industry.</li>
<li>Prior Experience in a Customer Service role.</li></ul> 


This role will also require some physical abilities including the ability to stand for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.

 You must be eligible for membership at ICCU to obtain employment. 


This role offers benefits, including:
<ul>
<li>Competitive Pay</li>
<li>Medical, Dental, &amp; Vision Insurance (ICCU covers over 85% of the premium)</li>
<li>Generous Paid Time Off</li>
<li>11 Paid Holidays</li>
<li>Matching 401K AND Pension</li>
<li>Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Employee Wellness Program</li>
<li>Paid Group Life and Disability Insurance</li>
<li>Awesome Culture</li>
<li>Business Discounts (such as cell phone service and gym memberships)</li>
<li>And More</li></ul> 


About ICCU:
Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you&rsquo;re a part of it. ICCU was named a Best Place to Work in Idaho. Plus, we are a top financially performing credit union in the nation. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&amp;P Global Market Intelligence as the top performing credit union in the nation. We are a talent-based organization looking for talented individuals to help our members achieve financial success.
 ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.</div>

PT Member Service Specialist-Pocatello

<div>Do you enjoy guiding people to the help they need? Do you love learning how to solve new puzzles? Are you someone who regularly keeps a positive attitude and a smile on your face?

If so, you could be the perfect candidate for our Member Service Specialist role at ICCU!

ICCU&rsquo;s mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors at one of our branches.

*This position is for the Monday and Friday 9:15-6:15 and every Saturday 8:45-3:15pm*

At work, your Primary Responsibilities will include:
<ul>
<li>Ensuring member satisfaction through courteous, accurate, and efficient service.</li>
<li>Providing general information to members about our Credit Union Services.</li>
<li>Referring members to products and services that will assist them in achieving financial success.</li>
<li>Learning a variety of channels and systems to perform member transactions.</li>
<li>Utilizing resources to resolve member concerns on the first contact.</li>
<li>Informing your manager of member needs regarding our products and services.</li>
<li>Demonstrating our core values of Honesty and Integrity, Respect and Dignity, Growth and Performance, and Improvement and Accountability in your behavior at work.</li></ul> 


Before you apply, make sure you have:
<ul>
<li>A High School Diploma or GED.</li>
<li>Good communication and interpersonal skills.</li>
<li>The ability to use a calculator and handle cash efficiently and accurately.</li>
<li>The ability to learn a variety of channels and systems.</li>
<li>The ability to maintain confidentiality of Credit Union records.</li></ul> 


Also, please let us know in your application if you have:
<ul>
<li>Knowledge of the Financial Industry.</li>
<li>Prior Experience in a Customer Service role.</li></ul> 


This role will also require some physical abilities including the ability to stand for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.

 You must be eligible for membership at ICCU to obtain employment. 


This role offers benefits, including:
<ul>
<li>Competitive Pay</li>
<li>Medical, Dental, &amp; Vision Insurance (ICCU covers over 85% of the premium)</li>
<li>Generous Paid Time Off</li>
<li>11 Paid Holidays</li>
<li>Matching 401K AND Pension</li>
<li>Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Employee Wellness Program</li>
<li>Paid Group Life and Disability Insurance</li>
<li>Awesome Culture</li>
<li>Business Discounts (such as cell phone service and gym memberships)</li>
<li>And More</li></ul> 


About ICCU:
Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you&rsquo;re a part of it. ICCU was named a Best Place to Work in Idaho. Plus, we are a top financially performing credit union in the nation. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&amp;P Global Market Intelligence as the top performing credit union in the nation. We are a talent-based organization looking for talented individuals to help our members achieve financial success.
 ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.</div>

PT Member Service Specialist-Cherry Lane

<div>Do you enjoy guiding people to the help they need? Do you love learning how to solve new puzzles? Are you someone who regularly keeps a positive attitude and a smile on your face?

If so, you could be the perfect candidate for our Member Service Specialist role at ICCU!

ICCU&rsquo;s mission is to help our members achieve financial success. As a Member Service Specialist (MSS), you will be the first face our members see and seek help from when they walk through the doors at one of our branches.

*This position is for the Monday, Thursday, Friday 11-3pm and every other Saturday 8:45-3:15pm*

At work, your Primary Responsibilities will include:
<ul>
<li>Ensuring member satisfaction through courteous, accurate, and efficient service.</li>
<li>Providing general information to members about our Credit Union Services.</li>
<li>Referring members to products and services that will assist them in achieving financial success.</li>
<li>Learning a variety of channels and systems to perform member transactions.</li>
<li>Utilizing resources to resolve member concerns on the first contact.</li>
<li>Informing your manager of member needs regarding our products and services.</li>
<li>Demonstrating our core values of Honesty and Integrity, Respect and Dignity, Growth and Performance, and Improvement and Accountability in your behavior at work.</li></ul> 


Before you apply, make sure you have:
<ul>
<li>A High School Diploma or GED.</li>
<li>Good communication and interpersonal skills.</li>
<li>The ability to use a calculator and handle cash efficiently and accurately.</li>
<li>The ability to learn a variety of channels and systems.</li>
<li>The ability to maintain confidentiality of Credit Union records.</li></ul> 


Also, please let us know in your application if you have:
<ul>
<li>Knowledge of the Financial Industry.</li>
<li>Prior Experience in a Customer Service role.</li></ul> 


This role will also require some physical abilities including the ability to stand for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.

 You must be eligible for membership at ICCU to obtain employment. 


This role offers benefits, including:
<ul>
<li>Competitive Pay</li>
<li>Medical, Dental, &amp; Vision Insurance (ICCU covers over 85% of the premium)</li>
<li>Generous Paid Time Off</li>
<li>11 Paid Holidays</li>
<li>Matching 401K AND Pension</li>
<li>Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Employee Wellness Program</li>
<li>Paid Group Life and Disability Insurance</li>
<li>Awesome Culture</li>
<li>Business Discounts (such as cell phone service and gym memberships)</li>
<li>And More</li></ul> 


About ICCU:
Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you&rsquo;re a part of it. ICCU was named a Best Place to Work in Idaho. Plus, we are a top financially performing credit union in the nation. ICCU was voted for large companies the Best Place to work in Idaho. We have also been named by S&amp;P Global Market Intelligence as the top performing credit union in the nation. We are a talent-based organization looking for talented individuals to help our members achieve financial success.
 ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.</div>

PT Member Service Specialist-Caldwell (Spanish Preferred)

Golden 1 Credit Union

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)

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)

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