drjobs Full Time Branch Associate I

Full Time Branch Associate I

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1 Vacancy
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Job Location drjobs

Austin - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Whats in it for you as a Branch Associate I!

  • 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 I:

  • Located at 12319 N Mopac Expressway Austin TX 78758
  • 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 youll do as a Branch Associate I:

In the Branch Associate role you will serve members in a hybrid capacity conducting both Teller and Member Services related transactions. You will work to create a toptier experience for our members and proactively assist with their financial services needs by opening accounts submitting loan applications problemsolving member issues building relationships and educating members on additional products and services to improve their financial lives.

Duties and Responsibilities:

  • Create a toptier experience for members in branch drivethru and over the phone.
  • Learn and be familiar with Credit Union products services policies and procedures.
  • Engage members on financial products and services using a needsbased approach.
  • Open new accounts and products including savings checking debit cards money market CDs and select loan products for consumer members.
  • Process all member transactions to include payments deposits withdrawals transfers.
  • Process all member account maintenance.
  • Problemsolve member issues of a basic nature through various communication channels including inbranch phone email etc.
  • Listen to cues from members to evaluate and determine needs for additional products and services; make referrals to product experts (Ex. Financial Advisors and thirdparty partners).
  • Complete opening and endofday procedures for branch.
  • Actively participate in volunteer events through our Greater Good program.
  • Under the umbrella of the credit unions overall risk mitigation efforts:
    • Adhere to established security protocols to ensure a safe environment is maintained.
    • Comply with the credit union Bank Secrecy Act (BSA) Policy and Anti Money Laundering and Member Due Diligence Procedures. The BSA training is to be completed within 90 days of employment and annually thereafter.
  • Complete compliance and career development training as assigned.
  • Other duties as assigned.

Qualifications :

Must Haves as a Branch Associate I:

  • 1 year in a customerfacing role.
  • Skills in Building Relationships Verbal Communication Attention to Detail Cash Handling Tech Literacy.
  • HS Diploma/GED.
  • Bilingual in Spanish & English.

Nice to Haves as a Branch Associate I:

  • Experience handling cash transactions financial products and crossselling.
  • Prior Credit Union or Banking experience.


Additional Information :

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


Remote Work :

No


Employment Type :

Fulltime

Employment Type

Full-time

Company Industry

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