Branch Specialist

Branch Specialist

Location:

Fullerton, California (On-site)

This position supports day-to-day branch operations with a strong focus on teller-line functions. The role involves managing financial transactions and ensuring compliance with company policies while providing support for customer-facing activities in a high-volume, schedule-driven environment.

• Respond to in-person member inquiries and requests promptly within a structured operation.
• Perform teller-line transactions for savings, checking, consumer loans, credit cards, and fraud resolution.
• Protect and verify the identity of members and review account information for alerts and irregularities.
• Act on and respond to situations or patterns of activity that may 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.

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to schedule.
• Proficiency with computers, banking software, and the ability to navigate multiple screens.
• Ability to multi-task effectively in a customer-facing environment.
• Strong organizational, planning, and time management skills.
• Effective verbal and written communication and active listening skills.
• Ability to resolve 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.

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

• This is a full-time, on-site role at a branch location.
• 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 Clearly Rateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

You can access your privacy policy at  Apex Benefits Overview:
Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a Support Linc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.

In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.

You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of…