Branch Specialist

Branch Specialist

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.

Key Responsibilities

• 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.

Required Qualifications

• 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.

Preferred Qualifications

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

Work Environment

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.