Branch Services & Member Experience Specialist

Altura Credit Union; Coachella (CA); On-site; USD 32,000 - 45,000; Full time

Benefits offered by this job

401k matching

Employee discounts

Free checking & savings

Tuition reimbursement

Wellness incentive

Job summary

Altura Credit Union is seeking a Branch Services Representative to welcome Members, handle financial transactions, and guide them to a rewarding experience that supports profitability and satisfaction. This entry-level role offers growth toward a Branch Service Representative III within 12-18 months, with a lateral move keeping pay grade intact.

The role emphasizes accurate Symitar processing, cash balancing, and adherence to compliance while maintaining professional branch appearance and

Qualifications

• High school diploma or equivalent required; college preferred.
• Minimum of six (6) months’ experience in retail or customer service required.
• Exceptional customer service skills required.
• Prior experience handling cash preferred.

Responsibilities

• Demonstrates excellence in Member service by welcoming Members to the branch and providing service in an efficient, friendly, and professional manner.
• Profiles Members to determine Members’ needs and directs them to the proper services and resources for transacting business. Cross-sells Altura Credit Union and its Affiliate’s products and services. Consistently achieves monthly referral quota.
• Accurately performs Symitar functions and balances cash drawer daily.
• Adheres to compliance issues, policies, and procedures to preserve the operational integrity of the branch network.
• Preserves the retail image of the branch office by maintaining a superior appearance of professionalism, cleanliness, and organization.
• In-person and/or online personal development training.

Skills

Customer service

Cash handling

Sales mindset

Education

High school diploma

College preferred

Job description

Altura Credit Union is seeking a Branch Services Representative to welcome Members, handle financial transactions, and guide them to a rewarding experience that supports profitability and satisfaction. This entry-level role offers growth toward a Branch Service Representative III within 12-18 months, with a lateral move keeping pay grade intact.

The role emphasizes accurate Symitar processing, cash balancing, and adherence to compliance while maintaining professional branch appearance and