Pipeline Support Branch Services Rep. - Part Time - Hemet

Altura-Credit-Union

Hemet (CA)

On-site

USD 25,000 - 33,000

Part time

4 days ago

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Benefits offered by this job

Vacation days

Sick days

Holidays

Birthday off

Volunteer events

Employee discounts

401k match

Tuition reimbursement

Job summary

Altura Credit Union is seeking a Part Time Pipeline Support Branch Services Representative in Hemet. This entry-level role welcomes Members, processes transactions, and guides them through a positive experience while upholding Altura’s core values.

The position offers growth toward a Branch Service Representative III within 12–18 months and emphasizes customer service, accuracy in Symitar operations, and adherence to policies. A supportive, member-focused team environment awaits.

Qualifications

High school diploma or equivalent required; college preferred.
Minimum of six (6) months’ experience in retail or customer service required.

Responsibilities

Welcomes Members to the branch and provides service efficiently, professionally, and with a friendly attitude.
Profiles Members to assess needs and directs them to the proper services; cross-sells products and services and meets referral quotas.
Accurately performs Symitar functions and balances cash drawer daily.
Adheres to compliance, policies, and procedures to safeguard branch operations.
Maintains a professional, clean, and organized branch appearance and image.
Participates in in-person and online personal development training.

Skills

Customer service

Education

High school diploma or equivalent

College preferred

Job description

Position:Pipeline Support Branch Services Rep. - Part Time - Hemet

Location: Hemet, CALIFORNIA

Job Id:372

# 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.

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.