Branch Services Rep. - FT - Perris (Spanish Preferred)

Summary The Branch Services Representative welcomes members to the branch, performs their financial transactions, and guides them through a successful and rewarding experience to increase each member’s profitability potential and guarantee that every member, every time, receives a warm and positive experience. The representative displays Altura Credit Union’s Core Values—Respect, Integrity, Innovation, Passion, and Excellence—to both external and internal members. They take ownership of every member, every time, and provide "Start to Finish" member service. A BSR is typically an entry‑level position within Altura’s branch network, with expected advancement to a Branch Service Representative III within 12–18 months of hire. Essential Duties and Responsibilities Demonstrates excellence in member service by welcoming members 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 their needs and directs them to the proper services and resources for transacting business. Cross‑sells Altura Credit Union and its affiliates’ products and services, consistently achieving the monthly referral quota. Accurately performs Symitar functions and balances the 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. Participates in 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 401(k) 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 On‑site wellness programs Medical & dependent flex spending account Life & A&D insurance Employee assistance program Pet insurance #J-18808-Ljbffr Altura Credit Union