Branch Services Rep San Jacinto

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.

• 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.

• 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.

• 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

• 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

• 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