Golden 1
Member Service Specialist (San Joaquin County)
Golden 1, Stockton, California, United States, 95202
Member Service Specialist (San Joaquin County) (Full-Time/Part-Time)
Wednesday, February 21, 2024JOB TITLE:
Member Service SpecialistDEPARTMENT:
Branch Channel DeliverySTATUS:
Non-ExemptJOB CODE:
2401PAY SCALE:
$21.50 - $23.00 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, and wire transfers.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.Assists in the proper operation of the ATM and Teller Cash Dispenser Units.May be required to take the lead for opening and closing responsibilities in the absence of MSS IV and above.Ensures confidentiality of all member and credit union information.Maintains current knowledge of all Golden 1 products and services.Performs additional responsibilities essential to the operations of the branch as needed.Opens deposit and specialty accounts and identifies members’ financial service needs.Mentors and advises MSSI’s and MSSII’s.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.Processes consumer loan applications and completes the fulfillment of loans when appropriate.Notarizes member documents if required.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.Works as part of a team.Accepts constructive feedback positively.Demonstrates polished presentation skills.ORGANIZATIONAL CONTACTS & RELATIONSHIPS:INTERNAL:
Frequent communication with various departments including Branch Network, Home Loan Reps, IT Help Desk, and others.EXTERNAL:
Frequent transaction-related interactions and consultative conversations with members.QUALIFICATIONS:EDUCATION:
High School or GED required.EXPERIENCE:
Minimum two years of prior experience in a banking role or customer relationship building role preferred.BEHAVIORS:
Fosters a positive and engaging work environment; inspires others through words and actions; displays positive, outgoing, and empathetic attitude.KNOWLEDGE/SKILLS:Functional:
Excellent oral and written communication skills; advanced knowledge in federal rules and regulations as applied to credit unions.Technical:
Basic knowledge in Microsoft Office and other relevant systems.PHYSICAL REQUIREMENTS:Prolonged standing throughout the workday.Ability to lift up to thirty pounds.Ability to frequently move about the branch to accomplish tasks.LICENSES/CERTIFICATIONS:Certified Notary Public, if required for specific branch.
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Wednesday, February 21, 2024JOB TITLE:
Member Service SpecialistDEPARTMENT:
Branch Channel DeliverySTATUS:
Non-ExemptJOB CODE:
2401PAY SCALE:
$21.50 - $23.00 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, and wire transfers.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.Assists in the proper operation of the ATM and Teller Cash Dispenser Units.May be required to take the lead for opening and closing responsibilities in the absence of MSS IV and above.Ensures confidentiality of all member and credit union information.Maintains current knowledge of all Golden 1 products and services.Performs additional responsibilities essential to the operations of the branch as needed.Opens deposit and specialty accounts and identifies members’ financial service needs.Mentors and advises MSSI’s and MSSII’s.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.Processes consumer loan applications and completes the fulfillment of loans when appropriate.Notarizes member documents if required.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.Works as part of a team.Accepts constructive feedback positively.Demonstrates polished presentation skills.ORGANIZATIONAL CONTACTS & RELATIONSHIPS:INTERNAL:
Frequent communication with various departments including Branch Network, Home Loan Reps, IT Help Desk, and others.EXTERNAL:
Frequent transaction-related interactions and consultative conversations with members.QUALIFICATIONS:EDUCATION:
High School or GED required.EXPERIENCE:
Minimum two years of prior experience in a banking role or customer relationship building role preferred.BEHAVIORS:
Fosters a positive and engaging work environment; inspires others through words and actions; displays positive, outgoing, and empathetic attitude.KNOWLEDGE/SKILLS:Functional:
Excellent oral and written communication skills; advanced knowledge in federal rules and regulations as applied to credit unions.Technical:
Basic knowledge in Microsoft Office and other relevant systems.PHYSICAL REQUIREMENTS:Prolonged standing throughout the workday.Ability to lift up to thirty pounds.Ability to frequently move about the branch to accomplish tasks.LICENSES/CERTIFICATIONS:Certified Notary Public, if required for specific branch.
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