Branch Specialist

About the Role

We are seeking a Branch Specialist to provide exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. This role is responsible for the accurate and efficient handling of financial transactions and providing information regarding products and services 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, 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.
• 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.
• 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.
• 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 banking or a financial institution.

Schedule

To support consistent staffing and operational coverage, employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM.

Benefits

• Medical, dental, vision, life, and disability 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 and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for benefits and resources.
• Access to a certified Career Coach.