Branch Specialist

Job Description

This position is focused on providing exceptional member service in a high-volume, schedule-driven environment with a strong emphasis on teller-line operations. The role involves managing day-to-day operations, ensuring compliance with company policies, and providing support for customer-facing functions. This individual will act as a floating specialist for the South Fredericksburg, Fredericksburg, and Garrisonville branch locations.

• Respond to in-person member inquiries and requests in a structured operational environment.
• Perform teller-line transactions for savings, checking, consumer loans, and credit cards.
• Protect and verify the identity of members and review accounts for irregularities or potential fraud.
• Act on situations or patterns of activity that indicate potential fraudulent activity.
• Demonstrate proficiency in multiple systems to ensure accuracy and member satisfaction.
• Identify and recommend additional products and services to meet member needs.
• Maintain compliance with all company policies and procedures.

Experience

Experience with cash-handling in a fast-paced environment is required.

Skills

• Reliable attendance and adherence to a schedule.
• Proficiency with computers, banking software, and the ability to navigate multiple screens.
• Able to multi-task effectively in a 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.
• Able to work independently and collaboratively in a team setting.
• Basic mathematical skills for accurate calculations.
• Experience in customer service, preferably in a banking or financial institution.

Work Schedule

Employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM. On Saturdays, employees should be available to work between 8:00 AM and 3:30 PM.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

About the Company

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Equal Opportunity Employer

We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.