Branch Specialist

Branch Specialist

This position requires the delivery of member service in a high-volume, schedule-driven environment with a focus on teller-line operations. The role involves the accurate and efficient handling of financial transactions and providing information regarding financial products and services. The objective is to ensure an optimal member experience and advise members on products and services that meet their needs.

Key Responsibilities

• Respond to in-person member inquiries and requests.
• Perform teller-line transactions for savings, checking, consumer loans, and credit cards.
• Protect and verify the identity of members and review accounts for irregularities.
• Act on situations or patterns of activity that indicate 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 policies and procedures.
• Perform other duties as assigned.

Required Qualifications

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to schedule.
• Proficiency with computers and banking software.
• Ability to multi-task in a customer-facing environment.
• Effective verbal and written communication skills.
• Ability to resolve customer issues professionally.
• Demonstrated initiative, sound judgment, and decision-making skills.
• Basic mathematical skills for accurate calculations.

Preferred Qualifications

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

Work Environment

This role requires availability to work specific hours to ensure operational coverage. For standard branches operating Monday through Saturday, employees are expected to be available Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM.

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.

Everforth Apex Systems is an 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. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.