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. The specialist will handle financial transactions accurately and efficiently for various accounts.

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 the work 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.
• 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.
• Composure under pressure and adaptability to changing environments.
• Basic mathematical skills for accurate calculations.
• Able to build rapport and maintain positive relationships with members.
• Receptiveness to feedback and commitment to continuous improvement.
• Experience in customer service, preferably in a banking or financial institution.

Qualifications

• High school diploma or equivalent.
• Experience in a similar role preferred.

Skills

• Customer service skills.
• Financial knowledge.
• Computer literacy.

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.
• Customer service team for benefits and other resources.
• Certified Career Coach.

Pay

Compensation is commensurate with experience.

Schedule

The schedule is structured to accommodate a high volume of transactions.

About Everforth Apex

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.

Contact Information

To learn more about Everforth Apex's benefits, programs, support teams, and resources, click here to access the 'Welcome Packet' provided by an Everforth Apex team member. For medical ADA accommodations, contact the Benefits Department at [email protected] or 804-523-8228.

Transparency in Coverage

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.