Branch Services Rep. - FT - Coachella

Altura-Credit-Union

Coachella (CA)

On-site

USD 38,000 - 48,000

Full time

6 days ago

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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

Location: Coachella, CALIFORNIA

Job Id:375

# of Openings:1

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

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.