Job Description
What we're looking for in a Branch Associate II:
- Someone who demonstrates peer leadership skills and thrives in a collaborative team environment.
- Commitment to delivering top-tier customer service and building strong relationships with members.
- Excellent communication skills and active listening abilities to understand and meet member needs effectively.
What's in it for you as a Branch Associate II:
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:
- Medical, Dental, Vision, Life and AD&D Insurance.
- Optional Critical Illness, Accident, and Hospital Indemnity Benefits.
- Rotating Saturdays and Sundays off **** for a healthy work-life balance.
- 16 hours of paid volunteer time annually to give back to your community.
- 10 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.
What you'll do as a Branch Associate II:
- Assist in training new team members, provide overrides as needed, vault management as needed, handle complex member issues, and participate in business development events.
- Create a Top-Tier experience for members in branch, drive thru and over the phone.
- Educate and engage new members on financial products and services using a needs-based approach.
- Open new accounts and products including savings, checking, debit cards, money market, CDs, IRAs, HSAs, for both consumer and business members.
- Process all routine member transactions including payments, deposits, withdrawals, transfers, cash advances, stop payments, money orders, check orders, stamps, cashier’s checks, gift cards, safe deposit box access, savings bonds.
- Handle member account maintenance including debit card maintenance, address changes, adding joint members, closing accounts, etc.
- Problem solve member issues through various communication channels including in-branch, phone, email, etc.
- Participate in volunteer events.
- Process opening and end-of-day procedures for branch.
- Listen to cues from members for additional product needs & make referrals to product experts (Financial Consultants and Loan Officers).
- Assist in maintaining a Top-Tier branch appearance.
- Adhere to established security protocols to ensure a safe environment is maintained.