Branch Operations - Specialist

Apex Systems

Woodbridge (VA)

On-site

USD 36,000 - 48,000

Full time

18 hours ago

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Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Employee Stock Purchase Program (ESPP)

Job summary

Everforth Apex Systems is seeking a Branch Operations - Specialist in Woodbridge, VA to support daily branch operations and member services. The role emphasizes teller-line operations, compliance, and high-volume customer interactions across multiple branch locations as needed.

Travel between designated branches may be required, and the candidate should uphold accuracy, integrity, and strong service standards in a fast-paced environment.

Qualifications

Cash-handling experience in a fast-paced environment.
Reliable attendance and adherence to schedule.
Proficiency with computers and banking software, with 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 customer issues professionally and tactfully.
Demonstrated initiative, sound judgment, and decision-making skills.
Ability to work independently and collaboratively in a team setting.

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.

Skills

Cash handling

Customer service

Banking software

Multi-tasking

Communication

Time management

Independent worker

Team collaboration

Attention to detail

Tools

Banking software

Job description

Job#: 3051827

Job Description

Branch Operations - Specialist

Location: Woodbridge, Virginia

Role Overview

This position supports daily branch operations, ensures compliance with established policies and procedures, and assists with customer-facing activities to support branch performance and member service. This role requires providing exceptional member service in a high-volume, schedule-driven environment with a strong focus on teller-line operations. Candidates must be willing and able to travel between designated branch locations based on business needs.

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.

Required Qualifications

Experience with cash-handling in a fast-paced environment.
Reliable attendance and adherence to schedule.
Proficiency with computers and banking software, with 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 customer issues professionally and tactfully.
Demonstrated initiative, sound judgment, and decision-making skills.
Ability to work independently and collaboratively in a team setting.

Preferred Qualifications

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

Work Schedule

To support consistent staffing and operational coverage, availability is expected during the following hours, based on branch needs. Standard branch hours are Monday through Friday between 8:00 AM and 6:00 PM, and Saturdays between 8:00 AM and 3:30 PM.

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 SupportLinc 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.

Equal Opportunity & Employment

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, 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.

ADA Accommodations

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

Transparency in Coverage

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.