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:
- Training and ongoing coaching to learn and develop highly desired skills.
- A place where you can help members and teammates in meaningful ways.
- Full Benefits Package, Sundays off, 10 paid holidays, 401k, a job that looks great on a resume!
- All the coffee your heart desires and halfway decent potlucks.
The Basics of a Branch Associate II:
- Weekly schedules will be set between the hours of 8:30-5:15p M-F
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.