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Davis Branch - Member Service Specialist II

Job in Davis, Yolo County, California, 95617, USA
Listing for: Golden 1 Credit Union
Full Time, Part Time position
Listed on 2026-01-01
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Job Description & How to Apply Below
Position: Davis Branch - Member Service Specialist II (Full-Time/Part-Time)

davis branch - member service specialist ii (full-time/part-time)

join golden 1 credit union as a member service specialist ii. Provide members with courteous, accurate service and process transactions within assigned limits.

responsibilities
  • process deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
  • provide golden 1 services including cashier’s checks, money orders, savings bonds, wire transfers, debit card issuance and subshares.
  • assess member needs during transactions and identify opportunities to enroll members in g1 product or service offerings.
  • report fraudulent activity to management and the financial investigations department.
  • assist with atm and teller cash dispenser units operations and open and close responsibilities for mss iii and above as needed.
  • activate alarm, verify signature cards in ecm and check acceptance approval within assigned limits.
  • maintain confidentiality of all member and credit union information and current knowledge of all g1 products and services.
  • open deposit and specialty accounts (e.g., roth ira) and provide meaningful financial solutions.
  • engage in consultative dialogue with members to identify current and future financial needs and document in enact system.
  • enroll members in various channels (online, mobile, etc.) and refer lending needs to mss iii or business partner.
qualifications
  • high school or ged required.
  • minimum 1+ year of prior experience in a cash handling service–oriented role and 6+ months as a member service specialist i, teller role at golden 1 or another financial institution preferred.
  • excellent oral and written communication skills; advanced knowledge of g1 products, cash handling and customer service.
  • basic knowledge of microsoft office, efunds, bridger, enact, ecm and other g1 banking systems.
  • ability to lift up to 30 pounds, stand for prolonged periods and move about the branch.
  • proficiency in adding profiles and updating tasks and notes in enact and maestro.
physical requirements
  • prolonged standing throughout the workday; teller stool provided.
  • ability to lift up to 30 pounds and frequently move about the branch.
  • corrected hearing and vision within normal range; telephone device or visual aid provided if needed.
  • manual dexterity to operate computer terminal and other standard office equipment.
eeo statement

this job description provides an overview of the general scope and level of work expected to be performed, but it is not an exhaustive list of all duties or responsibilities associated with the position. The credit union reserves the right to modify, add, or remove duties as needed without advance notice. Employees may be required to perform additional tasks and duties as directed by their supervisor, provided such tasks are within the employee’s knowledge, skills, and abilities, or can be performed with reasonable training.

Nothing in this job description alters the at-will employment relationship or limits the credit union’s right to assign or reassign duties and responsibilities to this position at any time. Employees may be required to perform additional tasks and duties as directed by their supervisor, provided such tasks are within the employee’s knowledge, skills, and abilities, or can be performed with reasonable training.

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