We are offering a $1500 sign on bonus! ($250 after 30 days, $250 after 90 days, $500 after 6 months, and $500 after 1 year)
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 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.
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.