Carmichael Branch - Member Service Specialist II (Full-Time / Part-Time)

JOB TITLE : Member Service Specialist II

DEPARTMENT : Branch Channel Delivery

STATUS : Non- Exempt

JOB CODE : 2201

PAY SCALE : $21.50 - $21.50 Hourly

GENERAL 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 department 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 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.
• 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 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.
• Mentors and advises MSSIs.
• 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 lending needs to MSS III and / or business partner.
• 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.

COMMUNICATION & INTERACTIONS :

ORGANIZATIONAL CONTACTS & RELATIONSHIPS :

QUALIFICATIONS :

4. KNOWLEDGE / SKILLS :

PHYSICAL REQUIREMENTS :

LICENSES / CERTIFICATIONS :

None

REV. 9 / 22 / 2025