Branch Associate III

Branch Associate

III GREATER TEXAS FEDERAL CREDIT UNION - 4.0

Cedar Park, TX Job Details 1 day ago Benefits AD&D insurance Paid holidays Health insurance Dental insurance Tuition reimbursement Vision insurance 401(k) matching Qualifications Customer relationship building Financial transaction processing Team leadership Client relationship development High school diploma or GED Full Job Description We've been serving Texans for over 70 years, and our mission is bigger than banking. At Greater Texas | Aggieland Credit Union, we believe in building connections that last — with our members, our community, and our team. Here, you'll find more than a job. You'll find a place where: Relationships matter. We get to know our members and walk with them through life's milestones. Community comes first. Giving back and making a difference is part of our DNA. Every role has purpose. Your work makes an impact far beyond the day-to-day. If you have a passion for people and want to be part of something meaningful, you'll feel right at home with us. What's in it for you?!

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. 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.

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:

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 III:

Our Branch Associate roles are designed to grow expertise and leadership within Retail Operations. As a Branch Associate III , you represent the most senior individual contributor role in the branch and serve as a trusted resource for both members and team members. In this role, you will help support day-to-day branch operations, serve as a subject matter expert in financial products and services, and assist in guiding Branch Associate I and II team members. You will play a key role in ensuring a top-tier experience for members while maintaining operational excellence and supporting the overall success of the branch. Deliver Exceptional Member Service Champion a top-tier experience for members in branch, drive-thru, and over the phone. Educate and engage members on financial products and services using a needs-based approach. Build strong relationships with members while helping them identify solutions to support their financial well-being. Serve as a Subject Matter Expert Open and maintain a variety of member accounts including savings, checking, debit cards, money market accounts, CDs, IRAs, HSAs, and other specialty deposit and loan products for consumer and business members. Process all member transactions and account maintenance. Assist members with secured and unsecured lending applications. Identify opportunities to refer members to financial advisors or other partners when appropriate. Support Branch Operations Assist with daily branch operations and step in to operate the branch when management is unavailable . Handle complex member concerns and provide resolution using sound judgment. Provide overrides, support vault management, and assist with opening and closing procedures. Mentor and Support the Team Serve as a mentor and resource for Branch Associate I and II team members . Lead training for new team members and share knowledge of products, services, and procedures. Participate in resume screening and candidate interviews. Community and Business Development Participate in community outreach, volunteer opportunities, and business development events to expand the Credit Union's reach. Compliance and Risk Management Adhere to security protocols to maintain a safe branch environment. Comply with Bank Secrecy Act (BSA) , Anti-Money Laundering, and Member Due Diligence procedures. Complete required compliance and professional development training. Additional Responsibilities Act as a Notary Public and perform Medallion Signature Guarantee services when needed. Participate in special projects as assigned by leadership. Perform other duties as assigned. Must Haves as a

Branch Associate III:

Skills:

Leadership, Building Relationships, Exceptional Listening skills, Exceptional Verbal Communication skills, Good Problem-Solving Skills, Attention to Detail, Cash Handling, Tech Fluency. HS Diploma/GED. Nice to Haves as a

Branch Associate III:

Bilingual in Spanish & English. Due to the high volume of applications, we are unable to accept calls or status inquiries. All candidates will be notified of their status as applications are reviewed for further consideration. We truly appreciate the time you took to apply and are excited that you are considering a career with us.