Branch Associate

Job Description

**What's in it for you as a Branch Associate:**

• **Comprehensive Training & Development:** You'll receive e-learning and virtual training, guided by our Learning & Development team, ensuring you're equipped with the knowledge and skills to succeed. Ongoing coaching and mentorship will help you grow into the next phase of your career.
• **Career Advancement:** This role offers clear growth paths, including opportunities to move into higher-level roles. Your experience with us will not only boost your resume but also position you for future success in the financial industry.
• **Full Benefits Package -** Enjoy competitive benefits that include:
• Rotating Saturdays and Sundays off **** for a healthy work-life balance.
• Choices of Medical, Dental, Vision, Life and AD&D Insurance.
• Optional Critical Illness, Accident, and Hospital Indemnity Benefits.
• 16 hours of paid volunteer time annually to give back to your community.
• Several paid holidays to recharge and spend time with loved ones.
• 401k plan with up to 7% employer match to help you secure your future.
• Tuition reimbursement for continued education and personal growth.
• **Member-Centric Focus:** At the heart of what we do is our commitment to serving our members. You'll be part of a team that makes a positive impact on their financial well-being, creating meaningful experiences and solutions tailored to their needs.
• **Fun, Engaging Workplace:** Beyond the work, we offer an inclusive culture where team bonding is key—whether it’s enjoying endless coffee or participating in our frequent potlucks.
  
  

The Basics Of a Branch Associate

• Branch Location: 201 Southwest Pkwy E, College Station, TX 77840
• Weekly schedules will be set between the hours of Monday thru Friday 8:00 am to 5:30 pm.
• Rotating Saturdays from 8:30 am to 1:30 pm
  
  

What You'll Do As a Branch Associate

The **Branch Associate** roles provide a clear path for career growth while delivering exceptional financial service to our members. Whether you’re starting as a **Branch Associate I** , advancing to **Branch Associate II** , or stepping into leadership as a **Branch Associate III** , you’ll be at the heart of creating a top-tier member experience, handling financial transactions, and guiding members toward the best products and services to support their financial well-being.

**Branch Associate I – The Foundation**

• Provide **top-tier** member service in-branch, via drive-thru, and over the phone.
• Learn and engage members on financial products using a **needs-based** approach.
• Open **new accounts** including savings, checking, debit cards, and select loan products.
• Process **routine transactions** including payments, deposits, withdrawals, and transfers.
• **Problem-solve** basic member inquiries and account maintenance.
• Complete assigned training on schedule and **continue progressing toward the career path.**
• Participate in **volunteer events** through our _Greater Good_ program.
  
  

**Branch Associate II – Expanding Your Impact**

• Perform all BA I duties, plus:
• Open **business** accounts and specialty deposit products (CDs, IRAs, HSAs).
• Assist members in completing **secured and unsecured loan applications**.
• Handle **moderately complex** member issues using sound judgment.
• Assist in **training** new team members.
• Participate in **business development events** to expand Credit Union reach.
  
  

**Branch Associate III – Leading the Way**

• Perform all BA II duties, plus:
• Serve as a **leader** in the branch and assist in operations when management is unavailable.
• Act as a **subject matter expert** in all areas of branch operations.
• Handle **complex** member issues and escalate when needed.
• **Mentor** and train new team members, conduct interviews, and assist in hiring.
• Participate in **business development and community outreach** efforts.
  
  

Please note we are only hiring for one Branch Associate position. The appropriate level (I, II, or III) will be determined during the interview process and finalized with the offer.

Qualifications

**Must Haves as a Branch Associate:**

• **Branch Associate I:** 1+ year in a customer-facing role.
• **Branch Associate II:** 1+ year in a retail branch role at a credit union or bank.
• **Branch Associate III:** 3+ years in a retail branch role at a credit union or bank.
• Skills in Building Relationships, Verbal Communication, Attention to Detail, Cash Handling, Tech Literacy.
• HS Diploma/GED.
  
  

Nice To Haves As a Branch Associate

• Bilingual in Spanish & English.
• Experience handling cash transactions, financial products and cross-selling.
  
  

Additional Information

All your information will be kept confidential according to EEO guidelines.