Full Time Branch Associate

Greater Texas Credit Union; Cedar Park (TX); On-site; USD 21,000 - 30,000; Full time

Job summary

Greater Texas Credit Union in Cedar Park, TX seeks a Branch Associate I to deliver excellent member service in a hybrid capacity, handling Teller and Member Services tasks. The role involves opening accounts, processing transactions, and advising on financial products to meet member needs.

Onsite position with potential future growth within the branch network. The role requires a High School Diploma or equivalent and 1+ year in a customer-facing role, with cash handling experience considered a

Qualifications

• High school diploma or equivalent required.
• 1+ year in a customer-facing role preferred.
• Cash handling experience a plus.

Responsibilities

• Create a top-tier member experience in branch, drive-thru, and over the phone.
• Open new accounts and products (savings, checking, debit, CDs, loans).
• Process member transactions and account maintenance.
• Problem-solve member issues via in-branch, phone, or email.
• Refer customers to product specialists as needed.
• Complete opening and end-of-day procedures.
• Participate in Greater Good volunteer events.

Skills

Building Relationships

Dynamic Communication

Attention to Detail

Tech Literacy

Education

High School Diploma or equivalent

Job description

• Location 1600 N Bell Blvd,Cedar Park, TX, 78613,United States
• Job Category Operations
• Employee Type Non-Exempt
• Required Degree High school
• Manage Others No

Branch Associate I

Overtime Status Non-Exempt
Reports To Varies by Location
Work Arrangement Onsite

Job Purpose:

In the Branch Associate role, you will serve members in a hybrid capacity conducting both Teller and Member Services related transactions. 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.

Duties and Responsibilities:

• Create a top-tier experience for members in branch, drive-thru and over the phone.
• Learn and be familiar with Credit Union products, services, policies, and procedures.
• 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, and select loan products for consumer members.
• Process all member transactions to include payments, deposits, withdrawals, transfers.
• Process all member account maintenance.
• Problem-solve member issues of a basic nature through various communication channels including in-branch, phone, email, etc.
• Listen to 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).
• Complete opening and end-of-day procedures for branch.
• Actively participate in volunteer events through our Greater Good program.
• Under the umbrella of the credit union’s overall risk mitigation efforts:
  • Adhere to established security protocols to ensure a safe environment is maintained.
  • Comply with the credit union Bank Secrecy Act (BSA) Policy and Anti Money Laundering and Member Due Diligence Procedures. The BSA training is to be completed within 90 days of employment and annually thereafter.
• Complete compliance and career development training as assigned.
• Other duties as assigned.

Skills, Experience, and Education:

Required:

• Skills: Building Relationships, Dynamic Communication skills, Attention to Detail, Tech Literacy.
• Experience: 1 year + experience in a customer-facing role.
• Education: High School Diploma or equivalent.

Preferred:

• Experience: 6+ months cash handling is strongly preferred.

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+ yearsin a retail branch role at a credit union or bank.
• Skills inBuilding Relationships, Verbal Communication, Attention to Detail, Cash Handling, Tech Literacy.
• HS Diploma/GED.

Nice to Haves as a Branch Associate:

• Experience handling cash transactions, financial products and cross‑selling

Summary

Please note - we are only hiring for one Branch Associate role. The level and pay will be determined through the interview process.

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.