Golden 1 Talent Acquisition Team
Tracy Branch - Member Service Specialist II (Full-Time/Part-Time)
Golden 1 Talent Acquisition Team, Tracy, California, us, 95378
Tracy Branch - Member Service Specialist II (Full-Time/Part-Time)
3202 Grant Line Rd, Tracy, CA 95304, USA
Req #5648JOB TITLE:
Member Service Specialist IIDEPARTMENT:
Branch Channel DeliverySTATUS:
Non-ExemptJOB CODE:
2201PAY SCALE:
$21.50 - $21.50 HourlyGENERAL 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 departments for specialized services.TASKS, DUTIES, FUNCTIONS:Processes and audits financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.Provides Golden 1 services to members, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers, 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 the EnAct system.Identifies and reports fraudulent activity to management and Financial Investigations department, 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.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 policies and procedures for teller functions.Performs additional responsibilities essential to the operations of the branch, as needed.Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs.Mentors and advises MSSIs.Engages in consultative dialogue with members to identify current and future financial needs.Enrolls members in the different channels that Golden 1 uses: online, mobile, etc.Refers lending needs to MSS III and/or business partner.Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance.COMMUNICATION & INTERACTIONS:Interacts professionally with members.Communicates in a professional manner 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.Ability to have a consultative dialogue by asking effective questions.Overcomes member objections and resistance with a calming and reassuring presence.ORGANIZATIONAL CONTACTS & RELATIONSHIPS:INTERNAL:
Participates in team meetings. Frequent routine verbal and written communication with various departments.EXTERNAL:
Frequent transaction-related interactions and consultative conversations with members.QUALIFICATIONS:EDUCATION:
High School or GED required.EXPERIENCE:
Minimum one plus year of prior experience in a cash handling service-oriented role preferred.BEHAVIORS:
Fosters a positive and engaging work environment.Displays positive, outgoing, and empathetic attitude.Punctual and reliable.Results-oriented.Desire to take the initiative to identify, investigate and resolve member issues.Willingness and flexibility in taking on new responsibilities.Willingness to learn and master new and emerging banking technology.KNOWLEDGE/SKILLS:Functional:
Excellent oral and written communication skills.Technical:
Basic knowledge in various systems/applications.PHYSICAL REQUIREMENTS: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 standard office equipment.
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3202 Grant Line Rd, Tracy, CA 95304, USA
Req #5648JOB TITLE:
Member Service Specialist IIDEPARTMENT:
Branch Channel DeliverySTATUS:
Non-ExemptJOB CODE:
2201PAY SCALE:
$21.50 - $21.50 HourlyGENERAL 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 departments for specialized services.TASKS, DUTIES, FUNCTIONS:Processes and audits financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer.Provides Golden 1 services to members, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers, 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 the EnAct system.Identifies and reports fraudulent activity to management and Financial Investigations department, 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.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 policies and procedures for teller functions.Performs additional responsibilities essential to the operations of the branch, as needed.Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs.Mentors and advises MSSIs.Engages in consultative dialogue with members to identify current and future financial needs.Enrolls members in the different channels that Golden 1 uses: online, mobile, etc.Refers lending needs to MSS III and/or business partner.Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance.COMMUNICATION & INTERACTIONS:Interacts professionally with members.Communicates in a professional manner 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.Ability to have a consultative dialogue by asking effective questions.Overcomes member objections and resistance with a calming and reassuring presence.ORGANIZATIONAL CONTACTS & RELATIONSHIPS:INTERNAL:
Participates in team meetings. Frequent routine verbal and written communication with various departments.EXTERNAL:
Frequent transaction-related interactions and consultative conversations with members.QUALIFICATIONS:EDUCATION:
High School or GED required.EXPERIENCE:
Minimum one plus year of prior experience in a cash handling service-oriented role preferred.BEHAVIORS:
Fosters a positive and engaging work environment.Displays positive, outgoing, and empathetic attitude.Punctual and reliable.Results-oriented.Desire to take the initiative to identify, investigate and resolve member issues.Willingness and flexibility in taking on new responsibilities.Willingness to learn and master new and emerging banking technology.KNOWLEDGE/SKILLS:Functional:
Excellent oral and written communication skills.Technical:
Basic knowledge in various systems/applications.PHYSICAL REQUIREMENTS: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 standard office equipment.
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