Branch Specialist

Job Description

We are seeking a Branch Specialist to provide exceptional member service in a high-volume, schedule-driven environment. This role focuses on teller-line operations, ensuring the accurate and efficient handling of financial transactions. The position requires adaptability across multiple systems and engagement methods to ensure an optimal member experience.

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, and credit cards.
• Protect and verify the identity of members, reviewing account information for alerts and irregularities.
• Act and respond to situations indicating potential fraud or abuse.
• Demonstrate proficiency in multiple systems, active listening, and engagement techniques.
• Identify and recommend additional products and services to meet member needs.
• Maintain compliance with all policies and procedures.
• Perform other duties as assigned.

Requirements

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to schedule.
• Proficiency with computers, banking software, and the ability to navigate multiple screens.
• Able to multi-task effectively in a fast-paced, customer-facing environment.
• Strong organizational, planning, and time management skills.
• Effective verbal, written communication, and active listening skills.
• Able 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 banking or a financial institution.
• Able to build rapport and maintain positive relationships with members.

Qualifications

• Employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM.
• On Saturdays, employees are required to work an 8-hour shift, with specific hours varying based on branch needs.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans.
• ESPP (employee stock purchase program).
• 401K program with company match.
• 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, certification prep, and access to technical and leadership courses/books/seminars.
• Certification discounts and other perks to associations like CompTIA and IIBA.
• Dedicated customer service team for questions about benefits and other resources.
• Certified Career Coach.

Pay

The pay for this role is commensurate with experience.

Schedule

The employee is expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM. On Saturdays, employees are required to work an 8-hour shift, with specific hours varying based on branch needs.

Company Information

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

Everforth Apex is an 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.