San Jose Branch - Member Service Specialist IV (Full-Time)

Member Service Specialist IV Status: Non‑exempt Reports to: Branch Manager Department: Branch Channel Delivery Job Code: 2302 Pay Range: $26.50 Hourly Who You Are At Golden 1, we believe in investing in our people. When you join our branch team, you’re not just starting a job – you’re building a career. We prioritize internal promotions, professional development, and ongoing training to help grow and succeed. You’ll have an opportunity to build meaningful relations with members, provide trusted financial guidance, and make a real impact in your community. If you’re passionate about service, growth and making a difference, we’d love to have you on our team! What You’ll Do Process and audit financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provide Golden 1 services to members, including cashier’s checks, money orders, savings bonds, wire transfers, transactions, additional sub‑shares, and debit card issuance. Assess members’ needs while processing transactions. Identify opportunities to help members relative to Golden 1 products or services and document in EnAct system. Report fraudulent activity to management and Financial Investigations department in accordance with procedures to prevent loss. Assist with proper operation of the ATM and Teller Cash Dispenser Units, including receipt cartridge replacement and blockage clearing. Take lead for open and closing responsibilities in the absence of the Associate Branch Manager and/or Branch Manager. Run the branch in the absence of the Associate Branch Manager and/or Branch Manager. Activate alarms. Assist branch management in coaching staff to meet or exceed all member service objectives. Verify signature cards in ECM (Enterprise Content Management). Approve check acceptance within assigned limits. Ensure confidentiality of all member and credit union information. Maintain current knowledge of all Golden 1 products and services, and policies and procedures for teller functions. Perform additional responsibilities essential to branch operations (TCR, SBO, Safe deposit box, etc.) as needed. Open deposit and specialty accounts (e.g., Roth IRA) and identify members’ financial service needs to provide meaningful solutions. Engage in consultative dialogue with members to identify current and future financial needs and document in EnAct system. Enroll members in online, mobile, and other channels used by Golden 1. Refer members’ home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and complete loan fulfillment when appropriate. Approve signature cards. Audit loan reports and provide coaching to avoid future errors. Provide approvals based on authorized limits assigned by the Branch Manager. Notarize member documents (certification of trust, etc.). Process and approve 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. Qualifications and Preferences High School Diploma or General Education Degree (GED) – required. At least 2 years in a leadership role at another financial institution – preferred. At least 1.5 years in a Member Service Specialist III role – preferred. #J-18808-Ljbffr Golden 1 Credit Union