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Job Description and RequirementsThe Assistant Branch Manager is responsible for all daily operations of the branch to include overall efficiency, fraud mitigation, staff placement, goal attainment, creating motivation for product empowerment while ensuring compliance with all applicable regulatory laws and internal policies and procedures. Acts as a role model providing consistent guidance and information to employees and members thus enhancing the staff and member experience. Assumes the AVP/BM duties in the absence of the Branch Manager. The Bandera Pointe branch is located at: 11432 W. Loop 1604 N, San Antonio, TX 78254.Essential Functions and Responsibilities:<ul><li>Manage the daily operations of the branch to ensure business is conducted in a professional and timely manner to ensure quality member service and if applicable submitting necessary tickets to address critical items needing attention. &nbsp;</li><li>Mitigate risk by ensuring compliance with regulatory laws, policies, and procedures.&nbsp;</li><li>Maintain responsibility for cash audit and management of branch to include outages, limit adjustment, and cash requirements.&nbsp;</li><li>Utilize critical thinking to perform impromptu decisions when resources are not readily available. &nbsp;</li><li>Orchestrate maximum efficiency with staffing resources while maintaining compliance and quality member service including scheduling staff for additional duties to aid contact center staff by taking reservist calls. &nbsp;</li><li>Review, support, and manage statistical information for the branch.&nbsp;</li><li>Work with relevant subject matter experts within business units to ensure content is accurate, up to date and easy to understand, and training materials are updated. &nbsp;</li><li>Instill cohesion and motivate staff to peak development potential earning attainment of steps needed for promotion. &nbsp;&nbsp;</li><li>Conduct staff development, goal setting, coaching, and growth by identifying strengths and opportunities of branch staff through shadowing and one-on-one documented sessions.&nbsp;</li><li>Ensure proper cross-selling of products and services by coaching or offering to members and allowing the member to decide.&nbsp;</li><li>Coach to analyze all deposited items for fraud and all interactions for potential impersonation to minimize fraud losses and mitigate risk.&nbsp;</li><li>Handle escalated member issues and complaint management, to include appropriate steps within state and federal regulations. Oversee the resolution process and applicable training based on the complaint presented.</li><li>Manage QA audit risk findings, audits of sales referrals for compliance with sales and service incentive policy and Quality Control performed on the branch and any other branch related reporting. &nbsp;</li><li>Responsible for assessment of facilities and property to ensure are in working order.&nbsp;</li><li>All other duties as assigned (note:&nbsp; essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School Diploma or GED</li><li>Minimum one year of branch operations supervisory/management experience</li><li>Minimum three years of financial institution&nbsp;experience</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Proven track record of managing branch risk, developing relationships through various channels, and working with other team members to manage risk</li><li>Teamwork and dedication to develop strong working relationships within the organization</li><li>Ability to analyze, develop, manage and improve processes and system/product architecture</li><li>Excellent time management, organizational, problem-solving skills, and ability to meet deadlines</li><li>Must be proficient in utilizing PC, Microsoft Applications software, Internet Explorer, and other office equipment</li><li>Ability to work well in a team environment and develop strong working relationships with external parties &nbsp;</li><li>Must have the ability to clearly communicate effectively verbally and in writing</li></ul>Preferred:<ul><li>Three years of branch operations supervisory/management experience </li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

Assistant Branch Manager MV - Bandera Pointe

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a part time Branch Member Service Representative in the Ben White branch location starting at $20.00/hour!Bilingual in Spanish and English?&nbsp; Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today!The Ben White branch is located at: 205 W. Ben White Blvd, Austin, TX 78704.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to apply common sense understanding to carry out detailed and somewhat involved written or oral instructions</li><li>Ability to handle problems involving a few concrete variables in standardized situations</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Teamwork and dedication to developing strong relationships with coworkers</li><li>Able to move over 50 pounds (coin bins occasionally) and sit or stand for long periods of time</li><li>Good vision (correctable), hearing, and manual dexterity</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Ben White Branch Member Service Representative - Part Time with Sign-On Bonus

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a part time Branch Member Service Representative in the Kyle branch location starting at $20.00/hour!Bilingual in Spanish and English?&nbsp; Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today!The Kyle branch is located at: 20613 IH-35 N, Kyle, TX 78640.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to apply common sense understanding to carry out detailed and somewhat involved written or oral instructions</li><li>Ability to handle problems involving a few concrete variables in standardized situations</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Teamwork and dedication to developing strong relationships with coworkers</li><li>Able to move over 50 pounds (coin bins occasionally) and sit or stand for long periods of time</li><li>Good vision (correctable), hearing, and manual dexterity</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Kyle Branch Member Service Representative - Part Time with Sign-On Bonus

Job Description and RequirementsRBFCU in partnership with Members Trust Company is seeking a Trust Officer that is responsible for engaging with Trust Prospects, serving as the day-to-day administrator for an assigned book of business, and managing member and partner relationships. &nbsp;They will be an internal resource for the RBFCU team and key partner to the Trust and Estate Business Development Officer.Essential Functions and Responsibilities:<ul><li>Serve as an internal point of contact and educational resource for Trust Prospects from the RBFCU website and general phone inquiries.</li><li>Engage in member discovery with Trust Prospects.</li><li>Track and maintain Trust Prospects list and account related inquiries.</li><li>Administer complex fiduciary account relationships, including directed and delegated trusts, traditional irrevocable trusts, special needs trusts and investment management accounts.</li><li>Serve as the day-to-day administrator for RBFCU trust accounts.&nbsp;</li><li>Coordinate with members to obtain information for Discretionary Memoranda for trust committee review.</li><li>Collect and prepare necessary paperwork for member transactions.</li><li>Prepare account closures for review by the Senior Fiduciary Officer.</li><li>Monitor bill pay requests submitted by members or beneficiaries.</li><li>Prepare annual administrative account reviews and resolve exceptions by deadlines.</li><li>Regularly monitor accounts to minimize overdrafts and excess cash balances.</li><li>Coordinate with internal partners (MTC Trust Operations, Tax, Business Development, etc.) on member issues and potential opportunities.</li><li>Ensure all Reg 9 reviews are properly completed by the assigned department.</li><li>Serve as a liaison for members during account termination and identify opportunities for member retention.</li><li>Provide financial planning support to members as needed.</li><li>Identify and participate in support opportunities to engage with centers of influence.</li><li>Complete special projects and other related duties in keeping with the trust company’s fiduciary responsibilities.</li><li>Respond to account inquiries from members in a timely manner, providing quality customer service.</li><li>Communicate effectively with beneficiaries, grantors, attorneys, and investment advisors to ensure all parties are well informed.</li></ul>Requirements:<ul><li>Bachelor's Degree</li><li>Certification from ABA or other trade group in trust administration and operations (e.g., CTFA, CFP) required. &nbsp;Graduate degree (e.g., Masters, JD) preferred</li><li>Minimum three years of trust administration experience with a financial institution required</li><li>Experience with applications such as Salesforce, Laserfiche, FIS TrustDesk, and Microsoft Office preferred</li><li>Financial planning experience preferred</li><li>Strong knowledge of trust, administrative, operational, and risk mitigation standards, including the ability to effectively communicate related policies and procedures</li><li>Strong understanding of trust documents and related fiduciary terms</li><li>Ability to articulate the benefits and needs of various types of trusts to members</li><li>Ability to effectively interpret and communicate administrative actions to members</li><li>Ability to work effectively with members and fiduciary administrators in a team environment</li><li>Proficiency in technology, including the use of various software programs and operating systems</li><li>Excellent organizational skills and attention to detail</li><li>Ability to work independently, multitask and re-prioritize, remain in a stationary position for prolonged periods and effectively operate a computer and other office equipment</li><li>Occasional travel required for meetings, conferences, etc., as requested</li><li>Demonstrates high ethical standards and integrity in all dealings</li><li>Committed to providing exceptional service and building long-term client relationships</li><li>Works collaboratively with colleagues and contributes to a positive team environment</li><li>Able to adapt to changing market conditions and client needs</li><li>Continuously seeks new and better ways to achieve business development goals</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Trust Officer

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a part time Branch Member Service Representative in the Gonzales branch location starting at $20.00/hour!Bilingual in Spanish and English?&nbsp; Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification. The Gonzales branch is located at: 1712 E. Sarah DeWitt Dr., Gonzales, TX 78629.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to apply common sense understanding to carry out detailed and somewhat involved written or oral instructions</li><li>Ability to handle problems involving a few concrete variables in standardized situations</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Teamwork and dedication to developing strong relationships with coworkers</li><li>Able to move over 50 pounds (coin bins occasionally) and sit or stand for long periods of time</li><li>Good vision (correctable), hearing, and manual dexterity</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Gonzales - Branch Member Service Representative - Part Time

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the Plano branch location starting at $20.00/hour!Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today! ​ The Plano branch is located at: 1801 Dallas Parkway, Plano, TX 75093.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels.</li><li>Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel.</li><li>Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Promote product engagement and meet and preferably exceed minimum sales goals by demonstrating continued and sustained initiative to learning and offering products and services to members by using communication and listening skills to determine member needs.</li><li>Support our cross-serve/sales culture to ensure branch standards are achieved or exceeded.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Ability to sit or stand for extended periods of time</li><li>Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Plano Branch Member Service Representative - Full Time with Sign-On Bonus

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the McKinney branch location starting at $20.00/hour!Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today! The McKinney branch is located at: 2093 N. Central Expressway, McKinney, TX 75070.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of face to face transactions and maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to apply common sense understanding to carry out detailed and somewhat involved written or oral instructions</li><li>Ability to handle problems involving a few concrete variables in standardized situations</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Teamwork and dedication to developing strong relationships with coworkers</li><li>Able to move over 50 pounds (coin bins occasionally) and sit or stand for long periods of time</li><li>Good vision (correctable), hearing, and manual dexterity</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

McKinney Branch Member Service Representative - Full Time with Sign-On Bonus

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in The Colony branch location starting at $20.00/hour!Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today! ​ The Colony branch is located at: 4049 State Highway 121, The Colony, TX 75056.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels.</li><li>Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel.</li><li>Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Promote product engagement and meet and preferably exceed minimum sales goals by demonstrating continued and sustained initiative to learning and offering products and services to members by using communication and listening skills to determine member needs.</li><li>Support our cross-serve/sales culture to ensure branch standards are achieved or exceeded.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Ability to sit or stand for extended periods of time</li><li>Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

The Colony Branch Member Service Representative - Full Time with Sign-On Bonus (Coming Soon)

Job Description and RequirementsRBFCU in partnership with Members Trust Company is seeking a dynamic and experienced Business Development Officer to join our Trust and Estate Services team. The successful candidate will be responsible for driving growth and expanding our trust and estate services book of business. This role requires a sales professional with a deep understanding of trust and estate planning, exceptional relationship-building skills, and a proven track record in business development.Essential Functions &amp; Responsibilities:<ul><li>Business Development Results: Drive sales of trust and estate solutions through networking with regional centers of influence, internal channels of the credit union and personal networks. &nbsp;</li><li>Client Acquisition: Identify and pursue new business opportunities, including high-net-worth individuals, families, and businesses in need of trust and estate services.</li><li>Relationship Management: Build and maintain strong relationships with clients, &nbsp;attorneys, accountants and other key stakeholders including CU team members.</li><li>Sales Goals: Achieve and exceed annual sales targets for new trust accounts, assets under management (AUM), and related services.</li><li>Product Knowledge: Maintain a deep understanding of trust and estate products and services offered by Members Trust Company.</li><li>Client Presentations: Deliver compelling presentations to prospective clients and partners.</li><li>Collaboration: Work closely with internal partners and the Trust and Estate Services team to ensure seamless service delivery and client satisfaction.</li><li>Compliance: Ensure all business development activities comply with regulatory requirements and company policies with ethics at the forefront.</li><li>Reporting: Provide regular reports on business development activities, pipeline status, and sales performance to senior management at RBFCU/MTC while maintaining current opportunities in the CRM.</li><li>Seminars/Webinars: &nbsp;attend and follow-up on potential leads.</li></ul>Requirements:<ul><li>Bachelors Degree, preferably in Business, Finance, Law or related field. Advanced degree or professional certification (e.g., CFP, CTFA, JD) is a plus</li><li>Minimum of five years experience in business development, sales, or relationship management within the trust and estate services industry</li><li>Strong understanding of trust and estate planning principles and products</li><li>Excellent communication, negotiation, and presentation skills</li><li>Proven ability to build and maintain relationships with high-net-worth clients and professional advisors</li><li>Strategic thinker with the ability to develop and execute business development plans</li><li>Self-motivated, positive attitude, with a results-driven approach</li><li>Proficiency in CRM software and Microsoft Office Suite</li><li>Integrity: Demonstrates high ethical standards and integrity in all dealings</li><li>Client-Focused: Committed to providing exceptional service and building long-term client relationships</li><li>Team Player: Works collaboratively with colleagues and contributes to a positive team environment</li><li>Adaptable: Able to adapt to changing market conditions and client needs</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Trust and Estate Services Business Development Officer

Job Description and RequirementsThe RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the Plano branch location starting at $20.00/hour!Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification.We are also offering a sign-on bonus for Branch Member Service Representatives! New hires will receive $250 in their first paycheck, $500 following 90 days of employment, and $500 following six months of employment (applicable taxes and withholdings). Join our team today! ​ The Plano branch is located at: 1801 Dallas Parkway, Plano, TX 75093.As a Branch Member Service Representative (MSR) you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions.&nbsp; You’ll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life.&nbsp; You’ll have the opportunity to demonstrate your professionalism, initiative and desire to learn and grow with our Path to Promotion and award winning Learning and Development program. &nbsp;If you&nbsp;have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you.Essential Functions and Responsibilities: <ul><li>Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team.</li><li>Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels.</li><li>Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws.</li><li>Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel.</li><li>Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses.</li><li>Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws.</li><li>Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement.</li><li>Prepare various teller reports, and escort members into designated areas when requested.</li><li>Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features.</li><li>Promote product engagement and meet and preferably exceed minimum sales goals by demonstrating continued and sustained initiative to learning and offering products and services to members by using communication and listening skills to determine member needs.</li><li>Support our cross-serve/sales culture to ensure branch standards are achieved or exceeded.</li><li>Observe safety and security procedures, and report potentially unsafe conditions.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Six months of work experience (financial institution, customer service or sales experience preferred)&nbsp;</li><li>Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule</li><li>Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers</li><li>Excellent communication and interpersonal skills</li><li>Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions</li><li>Proficient in utilizing PC, software and other office equipment</li><li>Ability to sit or stand for extended periods of time</li><li>Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly</li></ul>Preferred:<ul><li>Bilingual (English/Spanish)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

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