Branch Specialist

Role Overview

We are seeking a Branch Specialist to provide exceptional member service in a high-volume, schedule-driven environment. This role has a strong focus on teller-line operations, requiring the accurate and efficient handling of financial transactions. The position involves providing information on various products and services and identifying opportunities to enhance the member experience.

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 that may indicate 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.
• This position may require travel to branch locations in Lutz and North Tampa as needed.

Required Qualifications

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to a schedule.
• Proficiency with computers, banking software, and 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 member and customer issues professionally and tactfully.
• Demonstrated initiative, sound judgment, and decision-making skills.
• Ability to work independently and collaboratively in a team setting.
• Composure under pressure and adaptability to changing environments.
• Basic mathematical skills for accurate calculations.
• Ability to build rapport and maintain positive relationships with members.
• Receptiveness to feedback and commitment to continuous improvement.

Preferred Qualifications

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

Work Schedule

To support consistent staffing and operational coverage, availability is expected Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM.

Benefits

• Supplemental benefits including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• ESPP (employee stock purchase program).
• 401K program allowing you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• HSA (Health Savings Account 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.
• Access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure.
• Certification discounts and other perks to associations that include CompTIA and IIBA.
• Dedicated customer service team for Consultants to address questions around benefits and other resources.
• Certified Career Coach.