Branch Services Associate – Start-to-Finish Member Care

Altura-Credit-Union; Coachella (CA); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Vacation days

Holidays

401k match

Job summary

Altura Credit Union is seeking a Branch Services Representative in Coachella, CA. The role is entry-level, with potential progression to Branch Service Representative III within 12-18 months.

The position emphasizes warm, finish-to-start member service and cross-selling of products and services. The candidate should be able to handle cash, balance the drawer, and maintain a professional branch presence while adhering to compliance and policies.

Qualifications

• High school diploma or equivalent; college preferred.
• Minimum 6 months’ experience in retail or customer service.
• Prior cash handling experience preferred.

Responsibilities

• Welcomes Members to the branch and provides efficient, friendly service.
• Profiles Members to determine needs and directs them to appropriate services.
• Balances cash drawer daily and performs Symitar functions accurately.
• Adheres to compliance policies to protect branch operations.
• Maintains professional branch appearance and organization.
• Participates in in-person and online personal development training.

Skills

Customer service

Cash handling

Sales skills

Education

High school diploma or equivalent

Job description

Altura Credit Union is seeking a Branch Services Representative in Coachella, CA. The role is entry-level, with potential progression to Branch Service Representative III within 12-18 months.

The position emphasizes warm, finish-to-start member service and cross-selling of products and services. The candidate should be able to handle cash, balance the drawer, and maintain a professional branch presence while adhering to compliance and policies.