Branch Specialist

Role Overview

This role provides exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. The position involves ensuring the accurate and efficient handling of financial transactions and providing information regarding available products and services to ensure an optimal 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, and credit cards.
• Protect and verify the identity of members, and review account information for alerts and irregularities.
• Act and respond to situations or patterns of activity that 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.

Required Qualifications

• Experience: Experience with cash-handling in a fast-paced environment is required. This is a level 1 position requiring foundational experience in a related operational or branch support role.
• Skills:
  • Proficiency with computers, banking software, and the ability to navigate multiple screens.
  • Proficiency with Microsoft Word.
  • 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.
  • Basic mathematical skills for accurate calculations.
• Work Authorization: Candidates must be legally authorized to work in the United States and not require employer sponsorship now or in the future.

Preferred Qualifications

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

Work Schedule

To support consistent staffing and operational coverage, the following availability expectations apply. 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

• Supplemental benefits including medical, dental, vision, life, disability, and other insurance plans
• Employee Stock Purchase Program (ESPP)
• 401K 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
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure
• Certification discounts and perks through associations including CompTIA and IIBA
• Dedicated customer service team for Consultants and a certified Career Coach