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Golden 1 Credit Union · 1 month ago

Cosumnes Branch - Member Service Specialist II (Full-Time/Part-Time)

8241 Bruceville Rd, Sacramento, CA 95823, USA

Full-time, Part-time

Onsite

Entry Level

$22/hr - $22/hr

1+ years exp

Golden 1 Credit Union is dedicated to providing exceptional service to its members. The Member Service Specialist II role focuses on processing financial transactions, assisting members with their needs, and promoting products and services to help them achieve their financial goals.

BankingFinanceFinancial Services

Responsibilities

Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer

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

Assesses members needs while processing transactions

Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system

Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union

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

Assists MSS III and above with open and close responsibilities, as needed

Activates alarm

Verifies signature cards in ECM (Enterprise Content Management)

Check acceptance approval within assigned limits

Ensures confidentiality of all member and credit union information

Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions

Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed

Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions

Mentors and advises MSSIs

Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system

Enroll members in the different channels that Golden 1 uses: online, mobile, etc

Refer lending needs to MSS III and/or business partner

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