Branch Specialist

Branch Specialist

We are seeking a candidate to provide exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. This role involves ensuring the accurate and efficient handling of financial transactions and providing information regarding financial products and services. The position requires demonstrating knowledge, active listening, and adaptability across multiple systems to ensure an optimal member experience.

• 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.

• 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 fast-paced, customer-facing environment.
• Strong organizational, planning, and time management skills.
• Effective verbal, 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.

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

Work Schedule

To support consistent staffing and operational coverage, employee availability is expected during specific hours. For standard branches operating Monday through Saturday, availability is expected Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM. For branches operating Monday through Friday only, availability is expected between 8:00 AM and 6:00 PM.