Branch Specialist

Branch Specialist

This role involves providing exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. The position requires ensuring the accurate and efficient handling of financial transactions and related functions for various accounts. The specialist will provide information regarding products and services, demonstrating knowledge and engagement to ensure an optimal member experience.

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 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.

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 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 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.
• Ability to build rapport and maintain positive relationships with members.

Preferred Qualifications

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

Work Schedule

To support consistent staffing and operational coverage, the following availability expectations apply. For standard Monday–Saturday branches, employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM. For Monday–Friday only branches, employees are expected to be available to work Monday through Friday between 8:00 AM and 6:00 PM.

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.