Branch Associate II *Sign-On Bonus*

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 II:

• 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 at our Mopac Branch (12319 N Mopac Expressway, Austin, TX 78758)

What you'll do as a Branch Associate II:

The Branch Associate II serves as a trusted financial partner to members and a subject matter resource within the branch. This role builds upon the Branch Associate I position by conducting deeper financial needs assessments, handling complex member relationships, supporting consumer and business account growth, and serving as a peer coach to branch team members. The Branch Associate II plays a key role in fostering a relationship-based sales culture while delivering exceptional member experiences and supporting branch performance goals.

Duties and Responsibilities:

Member Experience & Relationship Building

· Deliver and maintain a Top-Tier member experience through every interaction, whether in person, drive-thru, over the phone, or through digital channels.

· Build strong member relationships by conducting meaningful financial conversations to understand members' financial needs, goals, and life events.

· Utilize advanced profiling and needs-discovery techniques to identify opportunities that improve members' financial well-being.

· Handle escalated member concerns and complex service situations utilizing sound judgment, problem-solving skills, and a member-focused approach.

· Take ownership of member issues through resolution while balancing member experience, risk management, and operational requirements.

· Serve as a role model for delivering exceptional member experiences and relationship-building behaviors.

Sales & Business Development

· Contribute to and support a relationship-based sales culture by consistently identifying opportunities to deepen member relationships.

· Conduct comprehensive financial conversations to uncover needs related to deposits, lending, investments, insurance, and other Credit Union solutions.

· Consistently achieve individual sales, referral, lending, membership growth, and member engagement goals.

· Educate members on the benefits of Credit Union products, services, and digital solutions while providing recommendations aligned with member needs.

· Generate quality referrals to internal specialists and business partners including Mortgage, Consumer Lending, Investments, Insurance, and other financial services.

· Support branch leadership in achieving branch sales and growth objectives.

· Participate in community outreach, networking, volunteer, and business development activities that strengthen relationships and expand Credit Union reach.

Account Opening, Lending & Member Services

· Open and service consumer and business accounts including savings, checking, money market accounts, certificates, IRAs, HSAs, debit cards, and specialty deposit products.

·  Process secured and unsecured lending applications and assist members throughout the lending process.

· Maintain proficiency in all member transactions including deposits, withdrawals, transfers, payments, account maintenance, and operational transactions.

· Assist members with digital banking enrollment, mobile banking, online banking, debit card activation, and other self-service tools.

· Promote digital solutions that improve member convenience and engagement.

Leadership & Team Development

· Serve as a trusted resource and subject matter expert for Branch Associate I team members.

· Assist with onboarding, training, and development of new team members.

· Reinforce branch procedures, service standards, sales behaviors, and compliance expectations through coaching and peer support.

· Provide guidance and support during complex member interactions and operational situations.

· Assist branch leadership with workflow coordination and daily operational execution.

· Participate in candidate interviews, talent development activities, and succession planning efforts as assigned.

· Model the Credit Union's ICARE Values and support a positive, collaborative, and accountable branch culture.

Operations & Compliance

· Maintain advanced knowledge of Credit Union products, services, policies, procedures, and regulatory requirements.

· Assist with branch operational responsibilities including vault management, overrides, balancing functions, opening procedures, and closing procedures as assigned.

· Obtain and maintain Notary Public certification.

· Adhere to all security, fraud prevention, BSA/AML, OFAC, Member Identification Program, and other regulatory requirements.

· Remain vigilant for suspicious activity and escalate concerns in accordance with established procedures.

· Support operational excellence by identifying process improvement opportunities and helping maintain branch efficiency and accuracy.

· Complete all required compliance, operational, sales, and professional development training.

Culture & Teamwork

· Support a positive, member-focused, and sales-oriented branch culture.

· Embrace change and support organizational initiatives designed to improve member experience, operational effectiveness, and organizational growth.

· Demonstrate accountability for personal performance and contribute to overall branch success.

· Actively participate in community involvement and volunteer opportunities through the Greater Good Program.

· Perform other duties as assigned.

Must Haves as a Branch Associate II:

• Skills Include: Advanced Relationship Building, Member Experience Excellence, Financial Needs, Discovery & Profiling, Consumer Lending Knowledge, Active Listening, Attention to Detail, Cash Handling, Good Verbal Communication skills.
• Experience: Minimum 1 year experience in a Branch Associate I or equivalent role.
• Education: High School Diploma or equivalent.

Nice to Haves as a Branch Associate II:

• Bilingual in Spanish & English.