Member Service Specialist jobs at Golden 1 Credit Union - 46 jobs

JOB TITLE: Member Service Specialist IV DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $25.50 - $25.50 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. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager. May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager. Activates alarm. Assists Branch management in coaching branch staff to meet or exceed all member service objectives. 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. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Processes and approves 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 appropriate to the position. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence". Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. Comfortable and calm during conflict resolution dialogues. Polished coaching and leadership skills. Delivers feedback in an objective and effective manner. Effective delegation skills; e.g. knows when to delegate and when to lead. Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research) Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III's. Assist management in leading branch meetings, quarterly security meetings, and daily huddles. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred. 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. Takes 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. Demonstrates and coaches behaviors that are expected of the team (leadership by example). Supports and demonstrates cohesive leadership within the branch. Adept in resolving conflicts in a professional manner. 4. KNOWLEDGE/SKILLS: Functional: Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ. Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, and successful completion of Medallion certification. THIS 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. REV. 12/2/2025

JOB TITLE: Member Service Specialist IV DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $25.00 - $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: 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. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager. May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager. Activates alarm. Assists Branch management in coaching branch staff to meet or exceed all member service objectives. 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. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Processes and approves 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 appropriate to the position. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence". Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. Comfortable and calm during conflict resolution dialogues. Polished coaching and leadership skills. Delivers feedback in an objective and effective manner. Effective delegation skills; e.g. knows when to delegate and when to lead. Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research) Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III's. Assist management in leading branch meetings, quarterly security meetings, and daily huddles. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred. 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. Takes 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. Demonstrates and coaches behaviors that are expected of the team (leadership by example). Supports and demonstrates cohesive leadership within the branch. Adept in resolving conflicts in a professional manner. 4. KNOWLEDGE/SKILLS: Functional: Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ. Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, and successful completion of Medallion certification. REV 1/22/2024

JOB TITLE: Member Service Specialist DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt 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: 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence" ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 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. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. 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. 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: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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 THIS 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. REV. 9/22/2025

JOB TITLE: Member Service Specialist II DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $22.00 - $23.00 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: 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence" ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 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. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. 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. 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: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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. 4/15/2024

JOB TITLE: Member Service Specialist DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $21.50 - $23.00 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: 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 1/22/2024

JOB TITLE:Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS:Non- Exempt PAY SCALE:$23.50 - $23.50 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. THIS 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. REV. 9/22/2025

JOB TITLE:Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS:Non- Exempt PAY SCALE: $24.50 - $24.50 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION:High School or GED required. EXPERIENCE:Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 12/28/2022 THIS 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.

JOB TITLE: Member Service Specialist DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $21.50 - $23.00 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: 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 1/22/2024

JOB TITLE: Member Service Specialist DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $21.50 - $23.00 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: 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 3.8.2023

JOB TITLE: Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $23.00- $23.00 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: 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 3.8.2023

JOB TITLE: Member Service Specialist II DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $22.00 - $22.00 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: 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence" ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 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. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. 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. 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: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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 THIS 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. REV. 12/2/2025

JOB TITLE: Member Service Specialist DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $21.50 - $23.00 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: 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 1/22/2024

JOB TITLE:Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS:Non- Exempt PAY SCALE: $20.50 - $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: 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION:High School or GED required. EXPERIENCE:Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 12/28/2022

JOB TITLE: Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $23.50 - $23.50 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. REV. 1/11/2023

JOB TITLE: Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $23.50 - $23.50 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. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. 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 MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. 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 member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. 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: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. 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". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex 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, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. 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. Takes 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), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and 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 and LPQ. PHYSICAL REQUIREMENTS: 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. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. 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: Certified Notary Public, if required for specific branch. THIS 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. REV. 12/2/2025

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 6755 Mira Mesa Blvd Ste 133-135, San Diego, California 92121 and 10865 Black Mountain Rd, San Diego, California 92126 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3451 W Century Boulevard Suite B-3, Inglewood, California 90303 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************. Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Desired Qualifications: * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3451 W Century Boulevard Suite B-3, Inglewood, California 90303 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3451 W Century Boulevard Suite B-3, Inglewood, California 90303 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************. Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned