Universal Branch Associate, Pioneer

About the Role

The Universal Branch Associate - Pioneer acts as a Member Advocate I, committed to making an impact on members' lives by providing tailored financial advice and assisting with everyday transactions. The role focuses on creating a welcoming member experience, building rapport, and fostering relationships to enhance members' financial futures.

Key Responsibilities

• Provide advice tailored to members' financial needs.
• Assist with everyday transactions.
• Build rapport and make members feel part of the Texas Trust family.
• Create a welcoming member experience by personalizing interactions and thanking members for choosing Texas Trust.
• Exceed member expectations while adhering to policies, procedures, and regulatory requirements.
• Utilize exceptional service skills to engage with members and present member-focused solutions.
• Deepen relationships through in-person, phone, and written communication.
• Initiate warm transitions to other areas of business to address extended member financial needs.
• Educate members on convenient banking through multi-channel solutions, including online and mobile banking.
• Proactively collaborate with other departments to satisfy member requests.
• Assist in other lines of business as requested.
• Identify fraud and take appropriate action to prevent losses.
• Practice and embody the "Yes And" culture.
• Comply with established regulations and law requirements.
• Perform various other duties as assigned.