Branch Specialist
We are seeking a Branch Operations Specialist to manage day-to-day operations and provide exceptional member service in a high-volume, schedule-driven environment. This role has a strong focus on teller-line operations, ensuring the accurate and efficient handling of financial transactions and providing information regarding financial products and services.
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.
- Perform other duties as assigned.
Required Qualifications
Experience with cash-handling in a fast-paced environment is required.
Skills
- 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/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.
- Ability to build rapport and maintain positive relationships with members.
Preferred Qualifications
- Experience in customer service, preferably in banking or a financial institution.
Work Schedule
Availability to work is expected Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM, to support consistent staffing and operational coverage.
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 race, color, religion, creed, sex, age, sexual orientation, gender identity, national origin, ancestry, citizenship, 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.
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