Branch Services Rep. - FT - Coachella

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

Summary

The Branch Services Representative Welcomes Members to the branch, performs their financial transaction, and guides them through a successful and rewarding experience to increase each Member’s profitability potential and to guarantee that every Member, every time, receives a warm and positive experience. Displays Altura Credit Union’s Core Values (Respect, Integrity, Innovation, Passion, and Excellence) to both external and internal Members. Takes ownership of every Member every time and provides "Start to Finish" Member service. A Branch Service Representative (BSR) is typically an entry-level position within Altura’s branch network. As a BSR gains experience and develops skills, they are expected to advance to a Branch Service Representative III position within 12-18 months of hire.

Summary

The Branch Services Representative Welcomes Members to the branch, performs their financial transaction, and guides them through a successful and rewarding experience to increase each Member’s profitability potential and to guarantee that every Member, every time, receives a warm and positive experience. Displays Altura Credit Union’s Core Values (Respect, Integrity, Innovation, Passion, and Excellence) to both external and internal Members. Takes ownership of every Member every time and provides "Start to Finish" Member service. A Branch Service Representative (BSR) is typically an entry-level position within Altura’s branch network. As a BSR gains experience and develops skills, they are expected to advance to a Branch Service Representative III position within 12-18 months of hire. This position is for a Branch Services Representative I, Branch Services Representative II, or Branch Services Representative III. If you are offered this position, it would be considered a lateral move therefore, your current pay grade and pay rate would remain the same.

Essential Duties And Responsibilities

• Demonstrates excellence in Member service by welcoming Members to the branch and providing service in an efficient, friendly, and professional manner. Maintains a member survey average score of 9.5 or above.
• 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.

EDUCATION, EXPERIENCE, And/or 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.

Why Altura?

WORK-LIFE BALANCE

• Vacation (10+ or Minimum Days)
• Sick (8 Days)
• Holidays (11 Days & 1/2 Day Christmas Eve)
• Birthday & Anniversary Day Off
• Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
• Community Volunteer Events
• Social Events & Outings
• Event & Venue Discounts

WEALTH INCENTIVES

• Competitive Pay
• Stakeholders
• 401k Dollar-for-Dollar Match up to 6% (after one year of service)
• Business Attire Allowance
• Annual Performance Review & Increase
• Wellness Incentive
• Tuition Reimbursement
• Awards, Recognitions & Incentives
• Free Checking & Savings Accounts
• Discounted Employee Loan Rates

HEALTH AND WELLNESS

• Kaiser and Cigna Medical & Prescription Plans
• Dental & Vision
• Fitness Challenges & Gym Access
• Onsite Wellness Programs
• Medical & Dependent Flex Spending Account
• Life & A&D Insurance
• Employee Assistance Program
• Pet Insurance