Full Time Branch Associate II

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-F
• Rotating 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.

PandoLogic. Category:Legal, Keywords:Notary Public, Location:Bryan, TX-77803