Job Description

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:

• Located at 5433 Kyle Center Dr, Kyle, TX 78640
• 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 Expy, Austin, TX 78758)

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.

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

Qualifications

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.
• Experience handling cash transactions, financial products and cross-selling

Additional Information

All your information will be kept confidential according to EEO guidelines.