Apply on Employer Site

Golden 1 Credit Union · 11 hours ago

Shaw Branch - Member Service Specialist IV (Full-Time/Part-Time)

Fresno, CA

Full-time, Part-time

Onsite

Mid, Senior Level

$25/hr - $25/hr

3+ years exp

Golden 1 Credit Union is a financial institution seeking a Member Service Specialist IV. This role involves providing high-quality service to members, processing financial transactions, and identifying opportunities for members to 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

May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager

May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager

Activates alarm

Assists Branch management in coaching branch staff to meet or exceed all member service objectives

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

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 member’s home lending/investment needs to the appropriate business partner through EnAct referrals

Process consumer loan applications and completes the fulfillment of loan when appropriate

Approves signature cards

Audits loan reports and provides coaching as needed to avoid future errors

Provide approvals based on authorized limits as assigned by the Branch Manager

Notarizes member documents (certification of trust, etc.)

Processes and approves medallion stamp requests

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

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

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

Comfortable and calm during conflict resolution dialogues

Polished coaching and leadership skills

Delivers feedback in an objective and effective manner

Effective delegation skills; e.g. knows when to delegate and when to lead

Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels

Qualification

Advanced knowledge of regulationsCustomer service skillsCash handlingLeadership experienceMicrosoft OfficeEnAct systemNotary Public certificationEmpathyConflict resolutionTeamworkEffective communication

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

Takes 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

Demonstrates and coaches behaviors that are expected of the team (leadership by example)

Supports and demonstrates cohesive leadership within the branch

Adept in resolving conflicts in a professional manner

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, customer service, Loan Auditing/Reporting, and SIG cards

Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager

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

Proficient in Maestro and LPQ

Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro

Certified Notary Public, and successful completion of Medallion certification

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