Golden 1 Credit Union · 13 hours ago
Records - Fulfillment Specialist
8945 Cal Center Dr, Sacramento, CA 95826, USA
Full-time
Onsite
Entry, Mid Level
$20.07/hr - $25.50/hr
2+ years expGolden 1 Credit Union is dedicated to providing high-quality service to its members. The Fulfillment Specialist role focuses on building relationships with members by addressing inquiries and processing fulfillment requests efficiently while maintaining compliance with operational policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Identify, research, and respond to member inquiries/concerns originating from the Contact Center
Accurately process the Fulfillment process to ensure timely response. Meet production deadlines daily while cognizant with quality and quantity in a fast-paced environment. Perform other support functions required in member requested transactions including but not limited to, e-mail correspondence, Cashier checks, Account Modifications and Closures, Removal/Modify various types of Distribution including DBO/PRD/ATLP/SHARE TO SHARE, implement & establish SmartStart Approval/Denials/Conversion, Case Management and Signature Card
Access and fulfill multiple requests pending in the Audio Response/Telephone Teller Checks daily
Perform other support functions required in member-requested transactions, including Contact the member for validation/confirmation of the Large Cashier Check request, fulfillment, and new account review and account maintenance
Meet daily production deadlines while maintaining quality in a fast-paced environment. Maintain & update all service Brochures, Disclosures-(STOCK ON HAND), required forms to ensure the correct information is provided to the members
Audit various operational documents and reports to ensure proper procedural compliance, accuracy and authenticity. Ensure that members are provided with the correct forms and documents whether they are determined to be approved or denied of their account conversions
Monitor and comply with all established security, internal audit, and applicable government policies and regulations
Maintain an in-depth knowledge of Golden 1 operational policies and procedures and complete Regulatory Training Modules as required
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
Create and maintain a safe and clean working environment
Actively support company goals and initiatives
Perform system validation as changes and/or upgrades occur
Create, review and maintain procedures as changes occur
Identify and resolve issues that arise not in the normal course of business. Use utmost care and judgement when identifying member related and/or system integrity issues
Follow the escalation process in place to the proper level of management for immediate resolution if necessary
Sort and distribute MSCC incoming mail
Assist with processing of MSCC audit reports daily (Reg D, limit decreases, dormancy)
Perform other responsibilities as apparent or assigned
Qualification
Required
Successful completion of High School curriculum required
Two years or more experience at a financial institution providing customer service
Maintain a thorough knowledge of Golden 1 Credit Union procedures, products and services
Strong oral and written communication skills
Professional member relations skills & telephone etiquette
Proficient computer skills and software experience
Ability to work independently and as part of a team
Effective oral and written communication skills required
Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment
Must be able to work independently for long periods without being a safety or health risk to self or others
Prolonged sitting throughout the workday with mobility required
Corrected vision within the normal range
Hearing within normal range. A device to enhance hearing will be provided if needed
Frequent movements throughout the department daily to interact with staff, accomplish tasks, etc
Heavy telephone usage
Company
Golden 1 Credit Union
Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance and online services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Allyson Hill, CPA
Senior Vice President, Chief Financial Officer
Joseph Harrison, CPA (Oregon), CRCM, CIA, CAMS, CFE
Senior Vice President - Chief Compliance Officer
Recent News
The Business Journal
2025-10-04
2025-10-02
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