Branch Specialist

Branch Specialist

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.

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, 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.

Required Qualifications

• 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.
• 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.

Preferred Qualifications

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

Work Schedule

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