Branch Specialist

About the role

This position supports day-to-day branch operations with a strong focus on teller-line functions and member service. The role requires the accurate and efficient handling of financial transactions in a high-volume, schedule-driven environment. The specialist will provide information regarding financial products and services, identify member needs, and ensure a positive member experience.

Responsibilities

• Respond to in-person member inquiries and requests.
• Perform teller-line transactions for various account types, including savings, checking, and consumer loans.
• Act on and respond to situations indicating potential fraud or abuse.
• Demonstrate proficiency in multiple systems to ensure accuracy and member satisfaction.
• Identify and recommend additional products and services to meet member needs.
• Maintain compliance with all company policies and procedures.
• Perform other duties as assigned.

Requirements

• Experience with cash-handling in a fast-paced environment.
• Proficiency with computers 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 skills.
• Ability to resolve customer issues professionally and tactfully.
• Demonstrated initiative, sound judgment, and decision-making skills.
• Basic mathematical skills for accurate calculations.
• Able to work independently and as part of a team.
• Experience in customer service, preferably in a banking or financial institution.

Qualifications

• Available to work during specific hours, Monday to 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, 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 questions about benefits and other resources.
• Certified Career Coach.

Pay

Details on pay are not specified in the job posting.

Schedule

Employees are expected to have availability during specific hours. For standard branches operating Monday through Saturday, availability is required Monday to Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM.

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

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, employees are expected to have availability during specific hours. For standard branches operating Monday through Saturday, availability is required Monday to Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM.