Full Time Branch Associate

Whats in it for you!

• Comprehensive Training & Development:Youll receive elearning and virtual training guided by our Learning & Development team ensuring youre 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 higherlevel 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 worklife 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. 
  • Monthly accruals of vacation and sick time and 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. 

• MemberCentric Focus: At the heart of what we do is our commitment to serving our members. Youll be part of a team that makes a positive impact on their financial wellbeing creating meaningful experiences and solutions tailored to their needs. 

• Fun Engaging Workplace: Beyond the work we offer an inclusive culture where team bonding is keywhether its enjoying endless coffee or participating in our frequentpotlucks. 

The Basics of a Branch Associate:

• Located at 5305 Bingle Rd Houston TX 77092
• Weekly schedules will be set between the hours of Monday thru Friday 8:00 am to 5:30 pm.

The Branch Associate Career Path:

The Branch Associate roles provide a clear path for career growth while delivering exceptional financial service to our members. Whether youre starting as a Branch Associate I advancing to Branch Associate II or stepping into leadership as a Branch Associate III youll be at the heart of creating a toptier member experience handling financial transactions and guiding members toward the best products and services to support their financial wellbeing.

Branch Associate I The Foundation

• Provide toptier member service inbranch via drivethru and over the phone.
• Learn and engage members on financial products using a needsbased approach.
• Open new accounts including savings checking debit cards and select loan products.
• Process routine transactions including payments deposits withdrawals and transfers.
• Problemsolve 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 role. The level and pay will be determined through the interview process.

Qualifications :

Must Haves as a Branch Associate:

• Branch Associate I: 1 year in a customerfacing 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 crossselling

Additional Information :

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

Remote Work :

No

Employment Type :

Fulltime