Member Experience Specialist - Branch Services

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. 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. 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. 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 401k 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 Onsite Wellness Programs Medical & Dependent Flex Spending Account Life & A&D Insurance Employee Assistance Program Pet Insurance #J-18808-Ljbffr