Client Services Rep - A

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

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