Branch Operations - Specialist

About the role

This position supports daily branch operations, ensures compliance with established policies and procedures, and assists with customer‑facing activities to support branch performance and member service. It requires providing exceptional member service in a high‑volume, schedule‑driven environment with a strong focus on teller‑line operations. Candidates must be willing and able to travel between designated branch locations based on business needs.

Key Responsibilities

• Respond to in‑person member inquiries and requests promptly within a structured operation.
• Perform teller‑line transactions and related functions for savings, checking, consumer loans, credit cards, and fraud resolution.
• Protect and verify the identity of members, reviewing account information for alerts and irregularities.
• Act and respond to situations or patterns of activity indicating potential fraud or abuse.
• Demonstrate proficiency in multiple systems, active listening, and engagement techniques to ensure accuracy and member satisfaction.
• Identify and recommend additional products and services to meet member needs.
• Maintain compliance with all policies and procedures while supporting a positive member interaction experience.

Required Qualifications

• Experience with cash‑handling in a fast‑paced environment.
• Reliable attendance and adherence to schedule.
• Proficiency with computers and banking software, with the ability to navigate multiple screens.
• Ability to multi‑task effectively in a fast‑paced, customer‑facing environment.
• Strong organizational, planning, and time‑management skills.
• Effective verbal and written communication and active listening skills.
• Ability to resolve customer issues professionally and tactfully.
• Demonstrated initiative, sound judgment, and decision‑making skills.
• Ability to work independently and collaboratively in a team setting.

Preferred Qualifications

• Experience in customer service, preferably in a banking or financial institution.

Work Schedule

Standard branch hours are Monday through Friday between 8:00 AM and 6:00 PM, and Saturdays between 8:00 AM and 3:30 PM. Availability is expected during these hours based on branch needs.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401(k) program with company match after 12 months of tenure.
• Health Savings Account (HSA) on the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On‑demand training program, certification prep, and a library of technical and leadership courses/books/seminars (available after 6 months of tenure).
• Certification discounts and perks for associations such as CompTIA and IIBA.
• Dedicated customer‑service team for consultants and a certified Career Coach.
• Access to a full list of benefits, programs, support teams, and resources via a “Welcome Packet.”