Branch Associate I

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.

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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.

The Branch Associate Career Path:

The Branch Associate roles provide a clear path for career growth while delivering exceptional financial service to our members. Whether you’re starting as a Branch Associate I, advancing to Branch Associate II, or stepping into leadership as a Branch Associate III, you’ll be at the heart of creating a top-tier member experience, handling financial transactions, and guiding members toward the best products and services to support their financial well-being.

Branch Associate I – The Foundation

• Provide top-tier member service in-branch, via drive-thru, and over the phone.
• Learn and engage members on financial products using a needs-based approach.
• Open new accounts including savings, checking, debit cards, and select loan products.
• Process routine transactions including payments, deposits, withdrawals, and transfers.
• Problem-solve basic member inquiries and account maintenance.
• Complete assigned training on schedule and continue progressing toward the career path.
• Participate in volunteer events through our Greater Good program.

Branch Associate II – Expanding Your Impact

• Perform all BA I duties, plus:
• Open business accounts and specialty deposit products (CDs, IRAs, HSAs).
• Assist members in completing secured and unsecured loan applications.
• Handle moderately complex member issues using sound judgment.
• Assist in training new team members.
• Participate in business development events to expand Credit Union reach.

Branch Associate III – Leading the Way

• Perform all BA II duties, plus:
• Serve as a leader in the branch and assist in operations when management is unavailable.
• Act as a subject matter expert in all areas of branch operations.
• Handle complex member issues and escalate when needed.
• Mentor and train new team members, conduct interviews, and assist in hiring.
• Participate in business development and community outreach efforts.

Requirements

Must Haves as a Branch Associate:

• Branch Associate I: 1+ year in a customer-facing role.
• Branch Associate II: 1+ year in a retail branch role at a credit union or bank.
• Branch Associate III: 3+ years in a retail branch role at a credit union or bank.
• Skills in Building Relationships, Verbal Communication, Attention to Detail, Cash Handling, Tech Literacy.
• HS Diploma/GED.

Nice to Haves as a Branch Associate:

• Bilingual in Spanish & English preferred.
• Experience handling cash transactions, financial products and cross-selling