Branch Specialist

About the role

We are seeking a candidate to provide exceptional member service in a high-volume, schedule-driven environment with a focus on teller-line operations. This role involves the accurate and efficient handling of financial transactions and providing information regarding various products and services. The position requires advising members on offerings that meet their needs and ensuring a positive 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, credit cards, and fraud resolution.
• Protect and verify the identity of members; 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.
• Perform other duties as assigned.

Requirements

• Reliable attendance and adherence to schedule.
• Experience with cash-handling in a fast-paced environment.
• 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 and written communication and active listening skills.
• Able to resolve member and 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.

Qualifications

• Basic mathematical skills for accurate calculations.
• Experience in customer service, preferably in a banking or financial institution.

Skills

• 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.
• Able to resolve member and customer issues professionally and tactfully.
• Demonstrated initiative, sound judgment, and decision-making skills.
• Able to work independently and collaboratively in a team setting.

Benefits

• Medical, dental, vision, life, disability, and other insurance plans.
• ESPP (employee stock purchase program).
• 401K program 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, certification prep, and a library of technical and leadership courses/books/seminars.
• Certification discounts and other perks to associations like CompTIA and IIBA.
• Customer service team for questions around benefits and other resources.
• Certified Career Coach.

Pay

Compensation is commensurate with experience.

Schedule

For standard Monday–Saturday branches, 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. For Monday–Friday only branches, employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM.

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.

Contact Information

To support consistent staffing and operational coverage, availability expectations are as follows. For standard Monday–Saturday branches, 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. For Monday–Friday only branches, employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM.

Application Instructions

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