Golden 1 Credit Union · 2 weeks ago
Uptown Oakland Branch - Member Service Specialist IV (Full-Time)
Oakland, CA
Full-time
Onsite
Mid, Senior Level
$26.50/hr - $26.50/hr
3+ years expGolden 1 Credit Union is a financial institution dedicated to providing exceptional service to its members. The Member Service Specialist IV role involves processing financial transactions, assisting members with their banking needs, and identifying opportunities to offer additional services that 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
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
Qualification
Required
High School or GED required
Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred
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
Preferred
Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
The Business Journal
2025-10-04
2025-10-02
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