Branch Specialist

Branch Specialist

A Branch Operations Specialist manages day-to-day branch operations, ensures compliance with company policies and procedures, and provides support for customer-facing functions. This role provides exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. The specialist will advise members on products and services that may fit their needs and provide opportunities for positive member interactions.

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, reviewing account information for alerts and irregularities.
• Act and respond to situations or patterns of activity indicating 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.

Required Qualifications

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to schedule.
• Proficiency with computers, banking software, and 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/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 Environment

This is a full-time, on-site position. Employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM. On Saturdays, employees are required to work an 8-hour shift, with specific hours varying based on branch needs.

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.