Pacific Service Credit Union jobs in Concord, CA - 24 jobs

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JOB TITLE: Associate Branch Manager IV DEPARTMENT: Branch Channel Delivery STATUS: Non-Exempt PAY SCALE: $37.23 - $38.00 Hourly GENERAL DESCRIPTION: The Associate Branch Manager IV is responsible for managing a team of Member Service Specialists that are focused on delivering an exceptional member experience. Supervises and directs the daily activities of Member Service Specialists in the branch. Responsible for ensuring compliance with all policies and procedures and efficiency in the processing of member transactions. Assists with operational tasks as needed. Associate Branch Managers job levels are differentiated by considering the typical annual volume of the following day-to-day operations within a branch: Transactions, Loan Applications, Loans Granted and New Accounts Opened. These criteria are weighted to reflect the relative impact these operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal/external conditions. TASKS, DUTIES, FUNCTIONS: Ensures delivery of exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists. Manages, directs and supervises day to day activities of Member Service Specialists. Train and coach employees on sound operational and compliance requirements across all areas of the branch. Create and maintain staff scheduling that aligns with meeting branch member service demands. Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor's, and support overall credit union member services, promotions and member service objectives and expectations. Assists the Branch Manager with human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc. During times of high transactional volume, delivers exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists. Identify, investigate and respond to member concerns. Ensures compliance and efficiency with all policies and procedures. Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices. Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements. Lead and coordinate service promotion activities, which include outbound calls, special service days and outside marketing efforts as needed and directed. Assist Branch Manager in marketing the Credit Union to outside potential fields of membership in their specific field and location. Manage relationships between the branch and the Member Service Contact Center, Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure collaboration in meeting shared company objectives. Monitor all internal policy and procedure controls to safeguard the funds and assets of Golden 1. Proactively identify any potential issues keeping the branch from providing exceptional member service and collaborate on solutions with the Branch Manager. Provide recommendations, as needed, to more efficiently meet the financial needs of the members visiting the branch. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position. Perform Notary Public services as needed. Assists Branch Manager in ensuring that the physical maintenance and overall appearance of the branch facility is satisfactorily maintained at all times. Makes recommendations to Branch Manager. Travel to meetings by car or public conveyance. May occasionally be requested to fill in at another branch location. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to ensure an exceptional member experience at the branch. Must possess sufficient manual dexterity to skillfully operate an online computer terminal and other standard office equipment, such as financial calculators, personal computer and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All branches, support departments and administrative management and staff EXTERNAL: Members, vendors, peers in financial institutions, community associations and credit union associations QUALIFICATIONS: EDUCATION: Completion of high school curriculum. Associate of Arts Degree in Business Administration, Finance or Human Resources or equivalent work experience desired. EXPERIENCE: Minimum of 3 years of progressively responsible supervisory experience within a retail environment or financial institution. BEHAVIORS: Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, aligning employee engagement with Golden 1's mission, vision and core values. Ability to effectively lead a team. Learn and master new and emerging banking technologies. Ability to adapt to change. Resilience. Receive constructive feedback and effectively change behaviors. Actively solicits feedback. Balancing employee advocacy while supporting and delivering on Golden 1 initiatives, priorities, and policies. Assume positive intent. Reliable and dependable. Accountable and takes ownership. KNOWLEDGE/SKILLS: Knowledge of sound practice of business administration. Knowledgeable of electronic banking equipment, video security systems, electronic fund transfer technology, and office automation equipment. Flexible employee coaching skills to meet individual employee needs. Proven ability to meet and/or exceed individual service objectives. Proven ability to inspire and motivate employees to exceed member service objectives. Solid knowledge of financial concepts and products and services offered by Golden 1. Demonstrate positive, professional, and engaging communication skills. Knowledge of California Credit Union Law and Regulations. PHYSICAL REQUIREMENTS: Must be able to frequently move about the branch. Must sit or stand for prolonged periods at times. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 30 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Extended or long work hours may be required to accomplish tasks. Occasional travel required for attendance at meetings and/or training. 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. 9/27/2023

JOB TITLE: Member Service Specialist IV DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $26.50 - $26.50 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

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! At Pacific Service Credit Union, we uphold trustworthy practices, deliver innovative solutions, and provide exceptional support to our internal teams. Every employee contributes to operational excellence, efficiency, and compliance, driving our success and member financial well-being. The Business Intelligence Data Engineer is knowledgeable with requirement gathering, stored procedure design and development, ETL design and development, multidimensional/tabular model design and development, assisting users with UAT, and a heavy emphasis on visualization and report development. Works within the Microsoft Technology Stack, including Azure Portal, SSMS, SSIS, SSRS, SSAS, and PowerBI, requiring knowledge of star schemas and dimensional modeling concepts. The position will support a culture of data-driven decision-making by democratizing access to data, ensuring the quality of data, reporting, and tools, and supporting stakeholders with guidance on how to use them. Essential Job Functions Develop and program complex SQL stored procedures, views, and functions using Transact Structured Query Language (T-SQL), efficient coding techniques, and programming best practices. Utilizes business acumen and strong technical knowledge to partner with PSCU leadership to understand strategic goals, business requirements, and operational blocks and design BI solutions to ensure strategic alignment to meet PSCU's strategic priorities. Uses discrection and independent judgement to develop Microsoft PowerBI reporting solutions for our stakeholders. Consult with business leaders to develop business requirements for BI solutions. Provide business information for data-driven decision-making and reporting to support executives and teams from across the organization. Maintain SQL queries, procedures, and programming code using source version control tools and follows change management process for migration. Create and deliver data visualization in PowerBI, ensuring that insights are translated and effectively communicated. Independently act to transform complex data into interactive reports, dashboards, visual formats for the use of collaboration and sharing among stakeholders. Promote critical complex software management procedures such as complex data operations and promote modularity and reusability, ensure data integrity rules by providing a secure interface for data access, and facilitate prototype testing to ensure software modifications are implemented correctly and efficiently. Perform duties using system development lifecycle (SDLC): Elicit requirements from stakeholders, create prototypes, develop code, conduct UAT, and deliver data visualizations in PowerBI reports. Invent solutions, leveraging database software and reporting tools. Own the User Acceptance Test (UAT) which entails developing the UAT test plan, defining testing scenarios, and determining guiding criteria and overseeing the execution of UAT case testing. Provide procedural programming capabilities within the SQL Server, writing efficient and optimized SQL queries, and clear, readable code. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. Supporting Functions Create training and knowledge transfer of technology to the business. Creative problem-solving that combines innovative and comprehensive data-driven solutions. Drive innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Serve as a role model for professionalism, collaboration, and the pursuit of excellence. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. Competencies The following competencies are essential for success in this role: Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; implements plans efficiently and produces desired results within a specified timeframe Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice These competencies are essential to upholding our values and delivering exceptional service to our internal and external members. Minimum Qualifications 2-3 years' recent experience working as a Data Engineer, 2-3 years' experience advanced SQL query writing, 2-3 years' experience designing reports, dashboards, and visualizations in PowerBI/Tableau equivalent interfaces, experience working in cloud technologies. Experience with Credit Unions and/or financial institutions is highly preferred Bachelor's degree from an accredited university or college in Computer Science, MIS, Mathematics or related field required. Preferred Qualifications Ability to work independently, with minimal supervision and ability to manage multiple efforts concurrently. Ability to work quickly and under tight delivery deadlines with focus on details. Ability to establish and maintain positive and effective work relationships with management, coworkers, and business users. Demonstrated ability to produce high quality deliverables. Excellent verbal and written communication skills, strong problem-solving and critical thinking skills, strong organizational and time management skills. Effective collaboration of tasks across the business and technical teams. Physical Requirements: Ability to sit or stand at a desk for extended periods of time, with the option to adjust to a sit/stand desk to accommodate comfort. Hearing Ability: Ability to hear and understand spoken communication, both in person and via phone. Lifting and Carrying: Occasionally lift and carry materials such as files or office supplies weighing between 0 and 30 lbs. Manual Dexterity: Proficient use of hands and fingers for typing, using office equipment, and handling documents. Mobility: Ability to move around the office to attend meetings or assist colleagues as needed. Verbal Communication Skills: Ability to speak clearly and effectively to communicate with internal and/or external members. Frequent use of telephone headset may be required. Visual Acuity: Ability to view and read computer screens and related documentation with accuracy. Hours and Travel A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m. Hours may fluctuate moderately to accommodate business needs. Less than 5% local travel time required. This position is eligible for the credit union's telecommute policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Teller/Member Service Representative (MSR) is responsible for performing teller transactions, assisting with account maintenance and account openings, and supporting lending needs. This role delivers exceptional member service, contributes to a positive and professional Credit Union experience, maintains accurate member records, and collaborates with team members to ensure seamless financial service. The Teller/MSR prepares and produces documentation as needed, recommends solutions to meet member needs, and completes tasks efficiently to support members throughout their financial journey. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions. Analyze members' needs and recommend solutions using Pacific Service Credit Union's products and services to strengthen their financial future while achieving established goals. Deliver excellent service while assisting members and non-members with common banking transactions including withdrawals, transfers, payments, and basic account maintenance. Build lasting relationships with members by maintaining trust and demonstrating strong interpersonal and communication skills. Open basic accounts and process loan applications for new and existing members. Support members' financial health through follow-ups, both in person and remotely, including outbound calls. Promote the Pacific Service Credit Union brand by participating in business and community development efforts, including community and corporate events. Perform daily reconciliation and balancing of an individual cash drawer. Execute basic IRA transactions using the appropriate forms, process deposits and withdrawals, and respond to basic IRA questions. Assist branch management with reconciliation and balancing of the vault , cash recycler, and ATM. Identify and recommend opportunities to streamline and improve work processes, while embracing evolving technology and tools to support members. Understand and comply with all applicable federal and state laws and banking regulations, including the Bank Secrecy Act (BSA), OFAC, and anti-money laundering, as well as Pacific Service Credit Union policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to manager, as directed. Performs special projects and other responsibilities, as directed. COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent, required. Experience: Minimum of one year of experience in customer service, required. Demonstrated effective communication skills, with the ability to manage challenging member interactions and public-facing situations. Ability to engage confidently with members to discuss financial goals and recommend appropriate products and services. Proficiency in basic accounting functions, including strong arithmetic skills. Cash-handling experience, including daily reconciliation and balancing of a cash drawer. Utilize a keyboard, 10-key calculator, and all other general office equipment efficiently. Excellent oral and written communication skills required. Must be proficient in computer programs (e.g., Microsoft Office Suite). PREFERRED QUALIFICATIONS: Excited about the opportunity to help people, face-to-face. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 10% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects. Work Environment: This position is based in a climate-controlled office environment with ergonomic workstations in a two-story building with an elevator. Subject to standard background noise found in an office environment. Natural light from large windows, supplemented by artificial lighting to ensure a comfortable working atmosphere. DISCLAIMER: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. PAY RANGE: Teller/MSR I: $19.47/hr. - $24.03/hr. Teller/MSR II: $21.39/hr. - $26.40/hr. Teller/MSR III: $23.27/hr. - $29.33/hr.

JOB TITLE: Home Loan Advisor - In Market DEPARTMENT: Home Loans Production STATUS: Non-Exempt PAY RANGE: $29.81 - $29.81 Hourly GENERAL DESCRIPTION: The In-Market Home Loan Advisor is responsible for home loan production from assigned branches and the local mortgage market. They will work closely with the Branch Managers, local realtors and other market sources to generate home loan referrals. The advisors will be responsible for creating production strategies that will enhance the credit union's market share in their assigned market(s). The advisor is responsible for generating and responding to inquiries and referrals from their assigned branches. Interviews applicants to analyze financial and credit information, assist with financing objectives, advises on products, pricing, and gathers any other information required. The advisor will also be responsible for self-sourcing home loans from the local mortgage market by representing the credit union accordingly. The Advisor ensures exceptional service by maintaining a thorough understanding of lending programs, policies, procedures and regulatory requirements. TASKS, DUTIES, FUNCTIONS: Originate home loans by maintaining exceptional service levels and product knowledge. Discuss our home loan products and programs via phone, email or in person. Work with branch management and staff to educate and strategize to increase home loan production from our members. Work with branch management to develop market strategies to drive new membership and home loans to the credit union. Work with realtors and other business partners in the market their assigned branches are located. Maintain membership in realtor groups and attend business development events such as mixers, local fairs and any other event that can build the home loans brand and production. Obtain and analyzes pertinent financial and credit data. Provide initial assessment of the loan and product qualifications. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including, RESPA, HPML, HOEPA, HCML, HMDA, Fair Lending and bank secrecy and anti- money laundering laws appropriate to the position. Monitor home loan pipeline to ensure loans are attended to promptly, efficiently and accurately to the established home loan pipeline standards. Negotiate with members on counter offers or communicate declinations when their initial request cannot be met due to program limitations such as maximum loan-to-value, debt-to-income, valuation, reserves, etc. Demonstrate the ability to delicately handle difficult situations while maintaining complete professionalism. Interact with other advisors and fulfillment staff to ensure proper procedural compliance, team collaboration and atmosphere. Consistently notate conversations with member in LOS to ensure proper communication. Additional duties as assigned by Management. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to interact with members, branches, contact center staff and other outside contacts on the telephone, e-mail or in-person. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone. Effective technology and reporting skills are required to direct and mange origination activities. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All levels of Staff/Management/Members/Third Parties. EXTERNAL: Realtors/Vendors/Organizations/Select Employer Groups/Other Business Partners. QUALIFICATIONS: EDUCATION: Successful completion of High School curriculum , or equivalent work experience is required. EXPERIENCE: 2 years or more of mortgage loan origination experience. KNOWLEDGE/SKILLS: Exceptional member service and member relation skills. Strong credit analysis and general financial analysis. Current working knowledge of the mortgage industry. Full knowledge of FNMA/FHLMC-Secondary Market and FHA Strong oral and written communication skills. Advisory and consultative home loans skills. Working knowledge of financial calculators, personal computer, copier, facsimile, etc. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday with occasional mobility required. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Occasional bending and stooping, as may be required to accomplish work LICENSES/CERTIFICATIONS: MLO Registration required: An individual in this position has been determined to be a Mortgage Loan Originator as defined by the S.A.F.E Act and whose responsibilities include taking applications and discusses terms or negotiates rates on loans secured by real property. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 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. 1/9/2026

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Indirect Loan Officer performs the evaluation and processing of indirect auto loan applications submitted through the Credit Union Direct Lending (CUDL) platform. This role delivers accurate and timely credit decisions, completes required documentation, and prepares loan files in compliance with lending policies and regulatory requirements. The Indirect Loan Officer researches applicant creditworthiness, maintains strong relationships with dealership partners, collaborates with internal teams, and assists and supports dealers throughout the loan funding process. The position contributes to operational efficiency, produces accurate loan outcomes, and recommends solutions to facilitate efficient loan processing and funding. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Determine credit decisions in accordance with established lending policies and approved credit limits, and maintains awareness of evolving laws and regulations within the auto industry. Manage indirect lending queues by assessing loan applications while maintaining established service level agreements(SLAs). Communicate loan approvals and declines with members and dealership partners in a professional manner, providing detailed explanation of credit decisions and outlining potential options for future consideration. Evaluate credit risk and prepare supporting documentation for clinical review, when required. Collect required loan application components including credit bureau reports, collateral evaluation, member account data, financial statements, tax returns, and other pertinent information to ensure consistent and sound lending decisions. Open new membership accounts by verifying acceptable identification, confirming eligibility through acceptable documentation, and ensuring proper account funding. Review loan files for accuracy and completeness, including loan documents, finance contract, buyer's order, title paperwork, insurance information, membership application, acceptable identification, vehicle book out, and ancillary product contracts. Maintain accurate member and loan information in the core system to ensure smooth funding of loan packages. Proactively and professionally assist in dealer relationship management to support efficient indirect lending operations. Cross-sell applicable credit union products and aftermarket offerings, such as GAP, warranties, and value adding purchases, to enhance our member's financial future. Identify and recommend opportunities to streamline or improve systems, processes, and the work environment, and assist with development and maintenance of departmental policies and procedures. Assist with and will-call member needs that arise to ensure a positive and seamless auto purchase experience. Support the funding of indirect loans approved by other loan officers, as needed. Comply with all federal and state laws, as well as organizational policies and procedures, requirements related to the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC). Performs related responsibilities, as required. Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success. Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to manager, as directed Performs special projects and other responsibilities, as directed COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent, required. Experience: Minimum of two years of underwriting experience in indirect lending or a related role, including at lease two years of experience working with auto dealers. Minimum of two years of underwriting experience Excellent credit analysis, and "car intelligence” skills. Knowledge of Credit Union Direct Lending (CUDL) platform and familiarity of DMV documentation and processes. Excellent oral and written communication skills required Must be proficient in computer programs (e.g., Microsoft Office Suite) PREFERRED QUALIFICATIONS: Demonstrated ability to work independently as a self-starter, manage projects through completion with little supervision, and meet deadlines in a fast-paced environment. Proficiency in Symitar and Origence, with the ability to effectively use keyboard and 10-key calculator. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 5% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! At Pacific Service Credit Union, we uphold trustworthy practices, deliver innovative solutions, and provide exceptional support to our internal teams. Every employee contributes to operational excellence, efficiency, and compliance, driving our success and member financial well-being. The Business Intelligence Data Engineer is knowledgeable with requirement gathering, stored procedure design and development, ETL design and development, multidimensional/tabular model design and development, assisting users with UAT, and a heavy emphasis on visualization and report development. Works within the Microsoft Technology Stack, including Azure Portal, SSMS, SSIS, SSRS, SSAS, and PowerBI, requiring knowledge of star schemas and dimensional modeling concepts. The position will support a culture of data-driven decision-making by democratizing access to data, ensuring the quality of data, reporting, and tools, and supporting stakeholders with guidance on how to use them. Essential Job Functions Develop and program complex SQL stored procedures, views, and functions using Transact Structured Query Language (T-SQL), efficient coding techniques, and programming best practices. Utilizes business acumen and strong technical knowledge to partner with PSCU leadership to understand strategic goals, business requirements, and operational blocks and design BI solutions to ensure strategic alignment to meet PSCU's strategic priorities. Uses discrection and independent judgement to develop Microsoft PowerBI reporting solutions for our stakeholders. Consult with business leaders to develop business requirements for BI solutions. Provide business information for data-driven decision-making and reporting to support executives and teams from across the organization. Maintain SQL queries, procedures, and programming code using source version control tools and follows change management process for migration. Create and deliver data visualization in PowerBI, ensuring that insights are translated and effectively communicated. Independently act to transform complex data into interactive reports, dashboards, visual formats for the use of collaboration and sharing among stakeholders. Promote critical complex software management procedures such as complex data operations and promote modularity and reusability, ensure data integrity rules by providing a secure interface for data access, and facilitate prototype testing to ensure software modifications are implemented correctly and efficiently. Perform duties using system development lifecycle (SDLC): Elicit requirements from stakeholders, create prototypes, develop code, conduct UAT, and deliver data visualizations in PowerBI reports. Invent solutions, leveraging database software and reporting tools. Own the User Acceptance Test (UAT) which entails developing the UAT test plan, defining testing scenarios, and determining guiding criteria and overseeing the execution of UAT case testing. Provide procedural programming capabilities within the SQL Server, writing efficient and optimized SQL queries, and clear, readable code. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. Supporting Functions Create training and knowledge transfer of technology to the business. Creative problem-solving that combines innovative and comprehensive data-driven solutions. Drive innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Serve as a role model for professionalism, collaboration, and the pursuit of excellence. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. Competencies The following competencies are essential for success in this role: Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; implements plans efficiently and produces desired results within a specified timeframe Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice These competencies are essential to upholding our values and delivering exceptional service to our internal and external members. Minimum Qualifications 2-3 years' recent experience working as a Data Engineer, 2-3 years' experience advanced SQL query writing, 2-3 years' experience designing reports, dashboards, and visualizations in PowerBI/Tableau equivalent interfaces, experience working in cloud technologies. Experience with Credit Unions and/or financial institutions is highly preferred Bachelor's degree from an accredited university or college in Computer Science, MIS, Mathematics or related field required. Preferred Qualifications Ability to work independently, with minimal supervision and ability to manage multiple efforts concurrently. Ability to work quickly and under tight delivery deadlines with focus on details. Ability to establish and maintain positive and effective work relationships with management, coworkers, and business users. Demonstrated ability to produce high quality deliverables. Excellent verbal and written communication skills, strong problem-solving and critical thinking skills, strong organizational and time management skills. Effective collaboration of tasks across the business and technical teams. Physical Requirements: Ability to sit or stand at a desk for extended periods of time, with the option to adjust to a sit/stand desk to accommodate comfort. Hearing Ability: Ability to hear and understand spoken communication, both in person and via phone. Lifting and Carrying: Occasionally lift and carry materials such as files or office supplies weighing between 0 and 30 lbs. Manual Dexterity: Proficient use of hands and fingers for typing, using office equipment, and handling documents. Mobility: Ability to move around the office to attend meetings or assist colleagues as needed. Verbal Communication Skills: Ability to speak clearly and effectively to communicate with internal and/or external members. Frequent use of telephone headset may be required. Visual Acuity: Ability to view and read computer screens and related documentation with accuracy. Hours and Travel A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m. Hours may fluctuate moderately to accommodate business needs. Less than 5% local travel time required. This position is eligible for the credit union's telecommute policy. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Job Description Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strengthening our members' financial future through trustworthy practices, superior products, and exceptional service. As a Regional Floater, you are the face, voice, and frontline of the Credit Union. You are energized by the opportunity to help people and are committed to delivering on Pacific Service Credit Union's promise of exceptional service experiences. You assist in basic support of a members financial journey such as teller transactions, account maintenance, account opening and lending needs. ESSENTIAL JOB FUNCTIONS: Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions through our branch network and contact center. Analyze members' needs and identify solutions through our robust products and services that would strengthen the financial future of those you assist, achieving set goals along the way. Deliver excellent service while assisting members and non-members with banking transactions such as; withdrawals, transfers, payments, account maintenance, and fraud assistance. Open accounts, demonstrating familiarity with complex account types such as Trusts, POAs, IRAs, and other fiduciary accounts Through completing thorough needs assessments, process and fund loan applications for both new and existing members Seamlessly fill the role of Member Service Representative II or Contact Center Representative II as needed. Perform daily reconciliation and balancing of an individual cash drawer. Protect the credit union and its members by actively working to mitigate and eliminate common fraud, account take over, and identify theft activities. Ability to assist members with digital banking needs, and provide guided explanations of how to self-serve, and navigate PSCU's digital bank Ensure familiarity with the Audit Checklist and is involved with daily, monthly, quarterly responsibilities to contribute to a successful audit. ng technologies. Supports organizational projects and initiatives impacting the Sales and Service, and Operations divisions of the credit union. Assists business units to ensure projects, programs, and roll-outs have been thoroughly vetted through User Acceptance Testing (UAT), for Operations division. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. SUPPORTING FUNCTIONS: Perform other duties as assigned by the Branch Manager. COMPETENCIES: The following competencies are essential for success in this role: Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; implements plans efficiently and produces desired results within a specified timeframe Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice. These competencies are essential to upholding our values and delivering exceptional service to our internal and external members. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent required. Experience: Two to three years of experience at credit union or bank required. Must have excellent communication skills with members and other credit union staff. Ability to effectively communicate with and manage difficult members, and handle situations involving the general public is required. Ability to perform basic accounting functions, apply excellent arithmetic skills, and demonstrate the ability to handle cash and balance to a teller drawer summary is required. Ability to effectively work at a fast pace and in a rapidly changing environment. Ability to use keyboard, 10-key calculator, and all other general office equipment is required Proficiency in computer programs (e.g. Microsoft Office). PREFERRED QUALIFICATIONS: PHYSICAL REQUIREMENTS: Ability to sit or stand at a desk for extended periods of time, with the option to adjust to a sit/stand desk to accommodate comfort. Hearing Ability: Ability to hear and understand spoken communication, both in person and via phone. Lifting and Carrying: Occasionally lift and carry materials such as files or office supplies weighing between 0 and 30 lbs. Manual Dexterity: Proficient use of hands and fingers for typing, using office equipment, and handling documents. Mobility: Ability to move around the office to attend meetings or assist colleagues as needed. Verbal Communication Skills: Ability to speak clearly and effectively to communicate with internal and/or external members. Frequent use of telephone headset may be required. Visual Acuity: Ability to view and read computer screens and related documentation with accuracy. OTHER INFORMATION: Hours Required: The ability to work required branch hours Monday through Friday. Hours and locations will fluctuate as business needs and business development activities dictate. Travel Requirements: Capacity to travel 70% of time to other branches upon short notice for back up. Must possess a valid driver's license and insurance.

ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Teller/Member Service Representative (MSR) is responsible for performing teller transactions, assisting with account maintenance and account openings, and supporting lending needs. This role delivers exceptional member service, contributes to a positive and professional Credit Union experience, maintains accurate member records, and collaborates with team members to ensure seamless financial service. The Teller/MSR prepares and produces documentation as needed, recommends solutions to meet member needs, and completes tasks efficiently to support members throughout their financial journey. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions. Analyze members' needs and recommend solutions using Pacific Service Credit Union's products and services to strengthen their financial future while achieving established goals. Deliver excellent service while assisting members and non-members with common banking transactions including withdrawals, transfers, payments, and basic account maintenance. Build lasting relationships with members by maintaining trust and demonstrating strong interpersonal and communication skills. Open basic accounts and process loan applications for new and existing members. Support members' financial health through follow-ups, both in person and remotely, including outbound calls. Promote the Pacific Service Credit Union brand by participating in business and community development efforts, including community and corporate events. Perform daily reconciliation and balancing of an individual cash drawer. Execute basic IRA transactions using the appropriate forms, process deposits and withdrawals, and respond to basic IRA questions. Assist branch management with reconciliation and balancing of the vault , cash recycler, and ATM. Identify and recommend opportunities to streamline and improve work processes, while embracing evolving technology and tools to support members. Understand and comply with all applicable federal and state laws and banking regulations, including the Bank Secrecy Act (BSA), OFAC, and anti-money laundering, as well as Pacific Service Credit Union policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to manager, as directed. Performs special projects and other responsibilities, as directed. COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent, required. Experience: Minimum of one year of experience in customer service, required. Demonstrated effective communication skills, with the ability to manage challenging member interactions and public-facing situations. Ability to engage confidently with members to discuss financial goals and recommend appropriate products and services. Proficiency in basic accounting functions, including strong arithmetic skills. Cash-handling experience, including daily reconciliation and balancing of a cash drawer. Utilize a keyboard, 10-key calculator, and all other general office equipment efficiently. Excellent oral and written communication skills required. Must be proficient in computer programs (e.g., Microsoft Office Suite). PREFERRED QUALIFICATIONS: Excited about the opportunity to help people, face-to-face. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 10% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects. Work Environment: This position is based in a climate-controlled office environment with ergonomic workstations in a two-story building with an elevator. Subject to standard background noise found in an office environment. Natural light from large windows, supplemented by artificial lighting to ensure a comfortable working atmosphere. DISCLAIMER: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. PAY RANGE: Teller/MSR I: $19.47/hr. - $24.03/hr. Teller/MSR II: $21.39/hr. - $26.40/hr. Teller/MSR III: $23.27/hr. - $29.33/hr.

JOB TITLE: Member Service Specialist II DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $22.50 - $22.50 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. 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

ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Senior Marketing Analyst is responsible for combining advanced analytical skills and data storytelling with exceptional marketing and entrepreneurial acumen. This role requires a strong ability to create, prove and execute new initiatives within the marketing department. This position provides comprehensive marketing data analysis, reporting, and predictive insights that support the credit union's member growth, product adoption, and strategic marketing objectives. It requires exceptional attention to detail and a strong willingness to take on new challenges with enthusiasm and accountability for the business's performance. The Senior Marketing Analyst demonstrates a proven ability to handle multiple priorities and meet firm deadlines, applies creative and innovative problem-solving skills, remains self-motivated and proactive, and maintains composure under pressure. This role is responsible for transforming raw data into actionable insights that drive marketing decisions and strategies. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Develop and program complex SQL stored procedures, views, and functions using Transact Structured Query Language (T-SQL), best practices and efficient coding techniques. Perform duties using system development lifecycle (SDLC), includingeliciting requirements from stakeholders, creating prototypes, developing code, conducting UAT, and delivering data visualizations in PowerBI reports and/or PowerPoint presentations. Perform quantitative analysis and apply technological data mining and analysis of marketing and growth objectives. Develop forecasting models to support campaign budgeting and member growth projections. Develop analytical models for churn analysis, member lifetime value, and return on ad spend (ROAS). Develop and maintain analytical reports, dashboards, and visualizations to track key performance indicators (KPIs) related to campaign performance, product penetration, and member segmentation. Design and implement solutions, leveraging digital analytic tools to monitor website usage, funnel conversion, and online banking behavior. Drive and own research initiatives, applying sound judgement to identify trends, patterns, and anomalies in marketing and member behavior that can inform strategic decisions or highlight optimization opportunities. Exercise discretion when analyzing data to ensure the accuracy, consistency, and integrity of data by performing regular data quality checks. Consult with the marketing team in driving solid business processes, which will help promote high-quality data. Demonstrate the ability to work in a collaborative environment, building strong and effective relationships with team members, department leadership, and key stakeholders while exhibiting excellent communication skills.Lead data visualization and storytelling efforts, presenting findings and insights to both technical and non-technical stakeholders, providing independent decisions and clear data-driven recommendations. Use independent judgement and demonstrate autonomy, self-manage multiple projects, and play an interactive role in effectively executing duties as outlined. Identify opportunities to streamline reporting and analysis processes, automating repetitive tasks where possible. Maintain a comprehensive understanding of business processes across the entire organization and how they interrelate. Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success. Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to AVP/manager, as directed. Performs special projects and other responsibilities, as directed. COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: Bachelor's degree in Data Science, Computer Science, Information Technology, Economics, Information Systems, Statistics, Applied Mathematics, Finance, Accounting, or related field required. Experience: Minimum five years of experience in an Analyst role (ideally in marketing, business, or financial services), SQL programming skills (T-SQL Preferred) and applying math/statistics to data modeling required. Two years or recent experience working with Power BI. Experience working in a fast-paced, startup like environment where agility is expected. Experience working in cloud technologies (Azure Preferred). Experience in Google Analytics or Adobe Analytics. Excellent oral and written communication skills required. Must be proficient in computer programs (e.g., Microsoft Office Suite). PREFERRED QUALIFICATIONS: Experience with marketing campaign testing and performance, preferred. Experience with Credit Unions and/or financial institutions, highly preferred. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 10% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects. Work Environment: This position is based in a climate-controlled office environment with ergonomic workstations in a two-story building with an elevator. Subject to standard background noise found in an office environment. Natural light from large windows, supplemented by artificial lighting to ensure a comfortable working atmosphere. DISCLAIMER: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strengthening our members' financial future through trustworthy practices, superior products, and exceptional service. As a Regional Floater, you are the face, voice, and frontline of the Credit Union. You are energized by the opportunity to help people and are committed to delivering on Pacific Service Credit Union's promise of exceptional service experiences. You assist in basic support of a members financial journey such as teller transactions, account maintenance, account opening and lending needs. ESSENTIAL JOB FUNCTIONS: Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions through our branch network and contact center. Analyze members' needs and identify solutions through our robust products and services that would strengthen the financial future of those you assist, achieving set goals along the way. Deliver excellent service while assisting members and non-members with banking transactions such as; withdrawals, transfers, payments, account maintenance, and fraud assistance. Open accounts, demonstrating familiarity with complex account types such as Trusts, POAs, IRAs, and other fiduciary accounts Through completing thorough needs assessments, process and fund loan applications for both new and existing members Seamlessly fill the role of Member Service Representative II or Contact Center Representative II as needed. Perform daily reconciliation and balancing of an individual cash drawer. Protect the credit union and its members by actively working to mitigate and eliminate common fraud, account take over, and identify theft activities. Ability to assist members with digital banking needs, and provide guided explanations of how to self-serve, and navigate PSCU's digital bank Ensure familiarity with the Audit Checklist and is involved with daily, monthly, quarterly responsibilities to contribute to a successful audit. ng technologies. Supports organizational projects and initiatives impacting the Sales and Service, and Operations divisions of the credit union. Assists business units to ensure projects, programs, and roll-outs have been thoroughly vetted through User Acceptance Testing (UAT), for Operations division. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. SUPPORTING FUNCTIONS: Perform other duties as assigned by the Branch Manager. COMPETENCIES: The following competencies are essential for success in this role: Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; implements plans efficiently and produces desired results within a specified timeframe Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice. These competencies are essential to upholding our values and delivering exceptional service to our internal and external members. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent required. Experience: Two to three years of experience at credit union or bank required. Must have excellent communication skills with members and other credit union staff. Ability to effectively communicate with and manage difficult members, and handle situations involving the general public is required. Ability to perform basic accounting functions, apply excellent arithmetic skills, and demonstrate the ability to handle cash and balance to a teller drawer summary is required. Ability to effectively work at a fast pace and in a rapidly changing environment. Ability to use keyboard, 10-key calculator, and all other general office equipment is required Proficiency in computer programs (e.g. Microsoft Office). PREFERRED QUALIFICATIONS: PHYSICAL REQUIREMENTS: Ability to sit or stand at a desk for extended periods of time, with the option to adjust to a sit/stand desk to accommodate comfort. Hearing Ability: Ability to hear and understand spoken communication, both in person and via phone. Lifting and Carrying: Occasionally lift and carry materials such as files or office supplies weighing between 0 and 30 lbs. Manual Dexterity: Proficient use of hands and fingers for typing, using office equipment, and handling documents. Mobility: Ability to move around the office to attend meetings or assist colleagues as needed. Verbal Communication Skills: Ability to speak clearly and effectively to communicate with internal and/or external members. Frequent use of telephone headset may be required. Visual Acuity: Ability to view and read computer screens and related documentation with accuracy. OTHER INFORMATION: Hours Required: The ability to work required branch hours Monday through Friday. Hours and locations will fluctuate as business needs and business development activities dictate. Travel Requirements: Capacity to travel 70% of time to other branches upon short notice for back up. Must possess a valid driver's license and insurance.

JOB TITLE: Member Service Specialist II DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $22.50 - $22.50 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. 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

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strengthening our members' financial future through trustworthy practices, superior products, and exceptional service. As a Regional Floater, you are the face, voice, and frontline of the Credit Union. You are energized by the opportunity to help people and are committed to delivering on Pacific Service Credit Union's promise of exceptional service experiences. You assist in basic support of a members financial journey such as teller transactions, account maintenance, account opening and lending needs. ESSENTIAL JOB FUNCTIONS: Provide exceptional service experiences to members, and potential members through professional, prompt, accurate and engaging interactions through our branch network and contact center. Analyze members' needs and identify solutions through our robust products and services that would strengthen the financial future of those you assist, achieving set goals along the way. Deliver excellent service while assisting members and non-members with banking transactions such as; withdrawals, transfers, payments, account maintenance, and fraud assistance. Open accounts, demonstrating familiarity with complex account types such as Trusts, POAs, IRAs, and other fiduciary accounts Through completing thorough needs assessments, process and fund loan applications for both new and existing members Seamlessly fill the role of Member Service Representative II or Contact Center Representative II as needed. Perform daily reconciliation and balancing of an individual cash drawer. Protect the credit union and its members by actively working to mitigate and eliminate common fraud, account take over, and identify theft activities. Ability to assist members with digital banking needs, and provide guided explanations of how to self-serve, and navigate PSCU's digital bank Ensure familiarity with the Audit Checklist and is involved with daily, monthly, quarterly responsibilities to contribute to a successful audit. ng technologies. Supports organizational projects and initiatives impacting the Sales and Service, and Operations divisions of the credit union. Assists business units to ensure projects, programs, and roll-outs have been thoroughly vetted through User Acceptance Testing (UAT), for Operations division. Maintain regular and reliable attendance, including punctuality, are essential to achieving organizational excellence. SUPPORTING FUNCTIONS: Perform other duties as assigned by the Branch Manager. COMPETENCIES: The following competencies are essential for success in this role: Collaboration: Establishes and maintains effective relationships, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, works cooperatively in group situations, works actively to resolve conflicts Effective Communication: Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener; keeps others adequately informed Execution: Turns strategy into action, aggressively pursues challenging goals and objectives; willing to put in requisite time and effort to accomplish objectives; takes a highly focused, goal driven approach toward work; implements plans efficiently and produces desired results within a specified timeframe Job Knowledge: Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, requires minimal supervision, displays understanding of how job relates to others, uses resources effectively Member/Customer Focus: Displays courtesy and sensitivity, manages difficult member/internal customer situations, meets commitments, responds promptly to member/internal customer needs, solicits feedback to improve service Problem solving: Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully, develops alternative solutions, resolves problems in early stages, works well in group solving situations Quality of work: Demonstrates accuracy and thoroughness; critically reviews work processes to ensure quality; identifies and resolves problems that could impact quality; makes sure deliverables and services meet all requirements, expectations and deadlines; does not make the same mistakes twice. These competencies are essential to upholding our values and delivering exceptional service to our internal and external members. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent required. Experience: Two to three years of experience at credit union or bank required. Must have excellent communication skills with members and other credit union staff. Ability to effectively communicate with and manage difficult members, and handle situations involving the general public is required. Ability to perform basic accounting functions, apply excellent arithmetic skills, and demonstrate the ability to handle cash and balance to a teller drawer summary is required. Ability to effectively work at a fast pace and in a rapidly changing environment. Ability to use keyboard, 10-key calculator, and all other general office equipment is required Proficiency in computer programs (e.g. Microsoft Office). PREFERRED QUALIFICATIONS: PHYSICAL REQUIREMENTS: Ability to sit or stand at a desk for extended periods of time, with the option to adjust to a sit/stand desk to accommodate comfort. Hearing Ability: Ability to hear and understand spoken communication, both in person and via phone. Lifting and Carrying: Occasionally lift and carry materials such as files or office supplies weighing between 0 and 30 lbs. Manual Dexterity: Proficient use of hands and fingers for typing, using office equipment, and handling documents. Mobility: Ability to move around the office to attend meetings or assist colleagues as needed. Verbal Communication Skills: Ability to speak clearly and effectively to communicate with internal and/or external members. Frequent use of telephone headset may be required. Visual Acuity: Ability to view and read computer screens and related documentation with accuracy. OTHER INFORMATION: Hours Required: The ability to work required branch hours Monday through Friday. Hours and locations will fluctuate as business needs and business development activities dictate. Travel Requirements: Capacity to travel 70% of time to other branches upon short notice for back up. Must possess a valid driver's license and insurance.

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 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 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 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