Member Service Specialist (San Joaquin County) (Full-Time/Part-Time)
Golden 1 Talent Acquisition TeamStockton, California, United States
Posted October 30, 2024
43000 - 46000 USD year
About the Company
Golden 1 Talent Acquisition Team is a specialized recruiting firm based in El Dorado Hills, California, dedicated to connecting top talent with credit unions and financial-services organizations. Leveraging deep industry knowledge and a robust network of professionals, the team delivers end-to-end talent acquisition solutions—from strategic workforce planning and candidate sourcing to onboarding and retention. Their data-driven approach and focus on compliance and regulatory expertise set them apart in a highly regulated sector, ensuring clients secure candidates who meet both skill and cultural fit. Committed to fostering long-term partnerships, Golden 1 champions diversity, inclusion, and continuous improvement in every hiring engagement.
Job Description
Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions, maintain accurate records, and balance daily transactions. Proactively engage with members to identify products and services to assist them in achieving their financial goals.
Requirements
- Processes and audits financial transactions
- Provides Golden 1 services to members
- Assesses members' needs while processing transactions
- Identifies opportunities to help members relative to Golden 1 product or service offerings
- Reports fraudulent activity to management and Financial Investigations dept.
- Assists in the proper operation of the ATM and Teller Cash Dispenser Units
- Activates alarm
- Verifies signature cards in ECM
- 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
- Opens deposit and specialty accounts and identifies members' financial service needs
- Mentors and advises MSSI's and MSSII's
- Develops coaching and leadership skills by observation and training courses
- Engages in consultative dialogue with members to identify current and future financial needs
- Enrolls members in different channels that Golden 1 uses
- Refers member's home lending/investment needs to the appropriate business partner
- Processes 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
- Provides approvals based on authorized limits as assigned by the Branch Manager
- Notarizes member documents
- Collects medallion stamp request information and sends to MSS IV or above for approval
- Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance