Financial Services Representative

4 weeks ago


Citrus Heights, California, United States Golden 1 Full time
{"Job Title": "Member Service Specialist", "Job Description": "Job Summary

As a Member Service Specialist at Golden 1, you will provide exceptional service to our members, ensuring they receive the highest level of support and guidance in achieving their financial goals. This role requires a strong understanding of our products and services, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Process financial transactions, including deposits, withdrawals, and transfers, while maintaining accurate records and balancing daily transactions.
  • Provide Golden 1 services to members, including cashier's checks, money orders, savings bonds, wire transfers, and debit card issuance.
  • Assess member needs and identify opportunities to help them achieve their financial goals.
  • Identify and report fraudulent activity to management and the Financial Investigations department.
  • Assist in the proper operation of the ATM and Teller Cash Dispenser Units.
  • Perform additional responsibilities essential to the operations of the branch, as needed.
Requirements
  • High school diploma or equivalent required.
  • Minimum one plus year of prior experience in a cash handling service-oriented role and 6+ months as a Member Service Specialist I or teller role at Golden 1 or another financial institution preferred.
  • Excellent oral and written communication skills.
  • Advanced knowledge of Golden 1 products and services, as well as federal rules and regulations as applied to credit unions.
Working Conditions

Prolonged standing throughout the workday. A teller stool is provided as may be needed. Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks.

", "lang_code": "en"}

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