Greater Texas Credit Union
Job Description What's in it for you as a Branch Associate II:
Training and ongoing coaching to learn and develop highly desired skills.
A place where you can help members and teammates in meaningful ways.
Full Benefits Package, Sundays off, 10 paid holidays, 401k, a job that looks great on a resume! All the coffee your heart desires.
Halfway decent potlucks.
The Basics of a Branch Associate II role:
Weekly schedules will be set between the hours of 8:
45-5:
15p M-FRotating Saturday hours from 8:
45-1:
30p.
What you'll do as a Branch Associate II:
In the Branch Associate II role, you will serve as a leader in your branch, increasing your professional expertise in consumer and business products and services, and managing more complex scenarios.
You will work to create a top-tier experience for our members and proactively assist with their financial services needs by opening accounts, submitting loan applications, problem-solving member issues, building relationships, and educating members on additional products and services to improve their financial lives.
See below for more info:
Create and maintain a Top-Tier experience for members in the branch, drive-thru, and over the phone.
Educate and engage members on financial products and services using a needs-based approach.
Open new accounts and products including savings, checking, debit cards, money market, CDs, IRAs, HSAs, and other specialty deposit and loan accounts for both consumer and business members.
Problem-solve member issues of a moderate nature utilizing good, individual judgment through various communication channels including in-branch, phone, email, etc.
Listen to and leverage cues from members to evaluate and determine needs for additional products and services; make referrals to product experts (Ex.
Financial Advisors and third-party partners).
Assist in training new team members, provide overrides as needed, and vault management as needed.
Lead and process opening and end-of-day procedures for the branch.
Actively participate in business development and volunteer events to expand Credit Union reach.
Obtain and act as a Notary Public.
Actively participate in volunteer events through our Greater Good program.
Qualifications Must Haves for the Branch Associate II Role:
Minimum 1 year experience in a New Accounts/Member Service role or equivalent experience.
High willingness to learn and be a self-starter.
Outgoing, personable, and a team player.
Great communication skills.
Detail oriented.
HS Diploma or GED.
Nice to Haves for the Branch Associate II Role:
Cross-selling experience.
Bilingual in Spanish and English Additional Information All your information will be kept confidential according to EEO guidelines.
About the Company:
Greater Texas Credit Union.
Estimated Salary: $20 to $28 per hour based on qualifications.
Training and ongoing coaching to learn and develop highly desired skills.
A place where you can help members and teammates in meaningful ways.
Full Benefits Package, Sundays off, 10 paid holidays, 401k, a job that looks great on a resume! All the coffee your heart desires.
Halfway decent potlucks.
The Basics of a Branch Associate II role:
Weekly schedules will be set between the hours of 8:
45-5:
15p M-FRotating Saturday hours from 8:
45-1:
30p.
What you'll do as a Branch Associate II:
In the Branch Associate II role, you will serve as a leader in your branch, increasing your professional expertise in consumer and business products and services, and managing more complex scenarios.
You will work to create a top-tier experience for our members and proactively assist with their financial services needs by opening accounts, submitting loan applications, problem-solving member issues, building relationships, and educating members on additional products and services to improve their financial lives.
See below for more info:
Create and maintain a Top-Tier experience for members in the branch, drive-thru, and over the phone.
Educate and engage members on financial products and services using a needs-based approach.
Open new accounts and products including savings, checking, debit cards, money market, CDs, IRAs, HSAs, and other specialty deposit and loan accounts for both consumer and business members.
Problem-solve member issues of a moderate nature utilizing good, individual judgment through various communication channels including in-branch, phone, email, etc.
Listen to and leverage cues from members to evaluate and determine needs for additional products and services; make referrals to product experts (Ex.
Financial Advisors and third-party partners).
Assist in training new team members, provide overrides as needed, and vault management as needed.
Lead and process opening and end-of-day procedures for the branch.
Actively participate in business development and volunteer events to expand Credit Union reach.
Obtain and act as a Notary Public.
Actively participate in volunteer events through our Greater Good program.
Qualifications Must Haves for the Branch Associate II Role:
Minimum 1 year experience in a New Accounts/Member Service role or equivalent experience.
High willingness to learn and be a self-starter.
Outgoing, personable, and a team player.
Great communication skills.
Detail oriented.
HS Diploma or GED.
Nice to Haves for the Branch Associate II Role:
Cross-selling experience.
Bilingual in Spanish and English Additional Information All your information will be kept confidential according to EEO guidelines.
About the Company:
Greater Texas Credit Union.
Estimated Salary: $20 to $28 per hour based on qualifications.
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