Branch Specialist

Branch Specialist

We are seeking a Branch Specialist to provide exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. This role is responsible for the accurate and efficient handling of financial transactions and providing information regarding a range of products and services. The position involves managing day-to-day operations, ensuring compliance with company policies, and supporting customer-facing functions.

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, 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.

Required Qualifications

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to a schedule.
• 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 banking or a financial institution.

Work Schedule

• Monday through Friday: 8:00 AM to 6:00 PM.
• Saturday: 8:00 AM to 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.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of various protected characteristics. If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department.