Branch Associate III

Location: 1600 N Bell Blvd, Cedar Park, TX, 78613, United States Employee Type: Non‑Exempt Required Degree: High school Manage Others: No Job Summary Branch Associate III – senior individual contributor role in Retail Operations. Represents the highest level of member and team service, supports day‑to‑day branch operations, serves as a subject matter expert, and mentors Branch Associate I and II team members. Key Responsibilities Deliver Exceptional Member Service Champion a top‑tier experience for members in branch, drive‑thru, and over the phone. Educate and engage members on financial products and services using a needs‑based approach. Build strong relationships with members while helping them identify solutions to support their financial well‑being. Serve as a Subject Matter Expert Open and maintain a variety of member accounts including savings, checking, debit cards, money market accounts, CDs, IRAs, HSAs, and other specialty deposit and loan products for consumer and business members. Process all member transactions and account maintenance. Assist members with secured and unsecured lending applications. Identify opportunities to refer members to financial advisors or other partners when appropriate. Support Branch Operations Assist with daily branch operations and step in to operate the branch when management is unavailable. Handle complex member concerns and provide resolution using sound judgment. Provide overrides, support vault management, and assist with opening and closing procedures. Mentor and Support the Team Serve as a mentor and resource for Branch Associate I and II team members. Lead training for new team members and share knowledge of products, services, and procedures. Participate in resume screening and candidate interviews. Community and Business Development Participate in community outreach, volunteer opportunities, and business development events to expand the Credit Union’s reach. Compliance and Risk Management Adhere to security protocols to maintain a safe branch environment. Comply with Bank Secrecy Act (BSA), Anti‑Money Laundering, and Member Due Diligence procedures. Complete required compliance and professional development training. Additional Responsibilities Act as a Notary Public and perform Medallion Signature Guarantee services when needed. Participate in special projects as assigned by leadership. Perform other duties as assigned. Benefits Rotating Saturdays and Sundays 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. Requirements Must Haves as a Branch Associate III: Leadership, building relationships, exceptional listening skills, exceptional verbal communication skills, good problem‑solving skills, attention to detail, cash handling, and technical fluency. High school diploma or GED. Nice to Haves as a Branch Associate III: None listed. #J-18808-Ljbffr