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Golden 1 Credit Union · 2 hours ago

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

Turlock, CA

Full-time, Part-time

Onsite

Entry Level

1+ years exp

Golden 1 Credit Union is seeking a Member Service Specialist II to provide exceptional service to members. The role involves processing financial transactions, identifying member needs, and promoting relevant products and services to help members 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

Interacts professionally with members

Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication

Effective listener

Communicates with empathy

Associates member needs based on conversation to G1 products and services

Overcomes basic objection or resistance through conversation. Works as part of a team

Accepts constructive feedback positively and utilize it to help personal and professional development

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"

Overcomes member objections and resistance with a calming and reassuring presence

Qualification

Cash handlingCustomer serviceMicrosoft OfficeEnAct systemRegulationsEmpathyCommunicationTeamworkInitiativeFlexibility

Required

High School or GED required

Fosters a positive and engaging work environment. Treating others with courtesy and respect

Inspires others through words and actions and embracing G1's mission, vision and core values

Displays positive, outgoing, and empathetic attitude

Punctual and reliable

Results-orientated

Takes on any task required to meet or exceed all team objectives

Desire to take the initiative to identify, investigate and resolve member issues, including operational and support situations

Willingness and flexibility in taking on new responsibilities as business requires

Willingness to learn and master new and emerging banking technology

Presents Golden Services (Internal/External)

Assumes Positive Intent in all communication

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

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

Proficient adding profiles and updating tasks, activities and notes in EnAct

Proficient in Maestro

Prolonged standing throughout the workday

Ability to lift up to thirty pounds

Ability to frequently move about the branch to accomplish tasks

Corrected hearing within normal range

Corrected vision in the normal range

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