Top 32 Banking specialist Jobs in Sacramento, Ca

Member Service Specialist (Rancho Cordova)
Golden 1 Credit Union —Rancho Cordova, CA
- $21.50 - $25.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Member Service Specialist (Carmichael)
Golden 1 Credit Union —Carmichael, CA
- $22 - $25 an hour
- Full-time
- Office
- High school diploma or GED
- Mentoring
Quick Apply
New Account Specialist
SoFi —Folsom, CA
- Office
- High school diploma or GED
- Analysis skills
Pre-Approval Specialist
CrossCountry Mortgage, LLC —Roseville, CA
- Full-time
- Microsoft Outlook
- Mid-level
- Windows
- Wellness program
- Disability insurance
11d
Branch Manager and Relationship Specialist
Five Star Bank —Elk Grove, CA
- $38 - $42 an hour
- Email
- Microsoft Outlook
- Word processing
- Computer literacy
- On-the-job training
Member Service Specialist (Elk Grove) (Full-Time/Part-Time)
Golden 1 Credit Union —Elk Grove, CA
- $20.50 - $25.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Roseville Branch - Member Service Specialist IV (Full-Time)
Golden 1 Credit Union —Roseville, CA
- $25.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Member Service Specialist (Sac County) (Full-Time/Part-Time)
Golden 1 Credit Union —Sacramento, CA
- $21.50 - $23.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Vineyard Branch - Member Service Specialist III (Full-Time)
Golden 1 Credit Union —Elk Grove, CA
- $23.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
7d
CSU Branch - Member Service Specialist III (Full-Time)
Golden 1 Credit Union —Sacramento, CA
- $23.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
HEALTH FACILITY CONSTRUCTION FINANCING SPECIALIST
Department of Health Care Access and Information —Sacramento County, CA
- $6,623 - $8,290 a month
- Multiple hires
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Writing skills
- Free parking
HOUSING FINANCE SPECIALIST (MANAGEMENT SERVICES)
CA Housing Finance Agency —Sacramento County, CA
- $6,623 - $8,290 a month
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
Associate Mortgage Specialist
GoodLeap —Roseville, CA
- $24.04 an hour
- Full-time
- High school diploma or GED
- 1 year
- Communication skills
Loan Documentation Specialist
First Northern Bank of Dixon —Sacramento, CA
- $21 - $24 an hour
- Full-time
- Mid-level
- 2 years
- Commercial
- Profit sharing
14d
Land Park Branch - Member Service Specialist II (Part-Time)
Golden 1 Credit Union —Sacramento, CA
- $22 an hour
- Part-time
- Office
- High school diploma or GED
- Mentoring
Quick Apply
Sr Consumer Loan Servicing Specialist
Golden 1 Credit Union —Sacramento, CA
- $28 - $30 an hour
- Full-time
- Hybrid work
- Research
- High school diploma or GED
- Analysis skills
Quick Apply
13d
Consumer Loan Servicing Specialist
Golden 1 Credit Union —Sacramento, CA
- $25.40 - $27.00 an hour
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
I-5 Florin Branch - Member Service Specialist II (Full-Time)
Golden 1 Credit Union —Sacramento, CA
- $22 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Member Service Specialist (Yolo County) (Full-Time/Part-Time)
Golden 1 Credit Union —Woodland, CA
- $21.50 - $23.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
Quick Apply
Home Equity Specialist
GoodLeap —Roseville, CA
- $28.85 an hour
- Full-time
- Mid-level
- Finance
- Bachelor's degree

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Member Service Specialist (Rancho Cordova)

Golden 1 Credit Union -
Rancho Cordova, CA

Quick Apply

Job Details

Full-time
$21.50 - $25.00 an hour

Qualifications

Customer communication
High school diploma or GED
HR systems

Full Job Description

JOB TITLE: Member Service Specialist
DEPARTMENT: Branch Channel Delivery
STATUS: Non- Exempt
JOB CODE: 2201
PAY SCALE: $21.50 - $25.00 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:
1. Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
2. 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.
3. Assesses members needs while processing transactions.
4. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
5. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
6. 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.
7. Assists MSS III and above with open and close responsibilities, as needed.
8. Activates alarm.
9. Verifies signature cards in ECM (Enterprise Content Management).
10. Check acceptance approval within assigned limits.
11. Ensures confidentiality of all member and credit union information.
12. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
13. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
14. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members’ financial service needs to ensure members are provided with meaningful financial solutions.
15. Mentors and advises MSSIs.
16. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
17. Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
18. Refer lending needs to MSS III and/or business partner.
19. 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:
1. Interacts professionally with members.
2. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
3. Effective listener.
4. Communicates with empathy.
5. Associates member needs based on conversation to G1 products and services.
6. Overcomes basic objection or resistance through conversation. Works as part of a team.
7. Accepts constructive feedback positively and utilize it to help personal and professional development.
8. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what".
9. Overcomes member objections and resistance with a calming and reassuring presence"

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
1. INTERNAL: Participates in team meetings. Frequent routine verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training.
2. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. May be required to sign-in outside vendors and visitors as needed.

QUALIFICATIONS:
1. EDUCATION: High School or GED required.
2. EXPERIENCE: 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.

3. BEHAVIORS:

Fosters a positive and engaging work environment. Treating others with courtesy and respect.
Inspires others through words and actions and embracing G1's mission, vision and core values.
Displays positive, outgoing, and empathetic attitude.
Punctual and reliable.
Results-orientated.
Takes on any task required to meet or exceed all team objectives.
Desire to take the initiative to identify, investigate and resolve member issues, including operational and support situations.
Willingness and flexibility in taking on new responsibilities as business requires.
Willingness to learn and master new and emerging banking technology.
Presents Golden Services (Internal/External).
Assumes Positive Intent in all communication.

4. KNOWLEDGE/SKILLS:

Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), fulfillment (with Subshares) and deposit services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service.
Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager.
Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro.

PHYSICAL REQUIREMENTS:
1. Prolonged standing throughout the workday. A teller stool is provided as may be needed
2. Ability to lift up to thirty pounds.
3. Ability to frequently move about the branch to accomplish tasks.
4. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
5. Corrected vision in the normal range.
6. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.

LICENSES/CERTIFICATIONS:
None
REV. 3.31.2023

Quick Apply

Refine Your Search

banking specialist jobs in sacramento, ca

Member Service Specialist (Rancho Cordova)

Member Service Specialist (Carmichael)

New Account Specialist

Pre-Approval Specialist

Branch Manager and Relationship Specialist

Member Service Specialist (Elk Grove) (Full-Time/Part-Time)

Roseville Branch - Member Service Specialist IV (Full-Time)

Member Service Specialist (Sac County) (Full-Time/Part-Time)

Vineyard Branch - Member Service Specialist III (Full-Time)

CSU Branch - Member Service Specialist III (Full-Time)

HEALTH FACILITY CONSTRUCTION FINANCING SPECIALIST

HOUSING FINANCE SPECIALIST (MANAGEMENT SERVICES)

Associate Mortgage Specialist

Loan Documentation Specialist

Land Park Branch - Member Service Specialist II (Part-Time)

Sr Consumer Loan Servicing Specialist

Consumer Loan Servicing Specialist

I-5 Florin Branch - Member Service Specialist II (Full-Time)

Member Service Specialist (Yolo County) (Full-Time/Part-Time)

Home Equity Specialist

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