Branch Service Representative II

Apex Systems; Encinitas (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Everforth Apex Systems in Encinitas, CA is seeking a Branch Service Representative II to support daily branch operations and deliver outstanding customer service. You will process teller transactions, open new accounts, assist with online banking, and help customers find banking solutions in a fast-paced environment.

The successful candidate has prior teller and new account experience, strong relationship-building skills, and a high school diploma.

Qualifications

• Prior banking experience with teller duties and new account opening is required.
• Customer service and relationship-building skills are essential.
• Ability to work in a fast-paced, customer-facing branch environment.
• Experience handling cash transactions accurately and maintaining compliance.
• Basic proficiency with MS Word, Excel, and Outlook.
• Strong communication, organizational, and problem-solving abilities.
• High school diploma or equivalent is required.

Responsibilities

• Process teller transactions accurately and efficiently (deposits, withdrawals, transfers, cash handling).
• Open and service consumer and business accounts and identify customer needs.
• Assist customers with online banking and general service requests.
• Handle cash transactions and larger cash requests, including restaurant deposits and CTRs.
• Ensure compliance with bank policies, procedures, and regulatory requirements.
• Maintain records and documentation for customer transactions and account activity.
• Support daily branch operations and contribute to branch goals and customer satisfaction.
• Collaborate with branch leadership and team members to ensure a seamless experience.
• Cross-train in teller and new account functions as needed.

Skills

Teller experience

New account opening

Customer service

Relationship-building

Cash handling

MS Office

Communication

Organizational skills

Problem-solving

Education

High school diploma or equivalent

Tools

MS Word

MS Excel

MS Outlook

Job description

Branch Service Representative II

Location: Encinitas, California (Onsite)

Role Overview

A customer-focused Branch Service Representative II is sought to join a branch team. This individual will have a key role in supporting daily branch operations, providing customer service, processing transactions, opening new accounts, and ensuring a positive experience for clients. The ideal candidate will be comfortable working in a front-line banking environment, have prior teller and new account experience, and enjoy building relationships with both customers and team members.

Key Responsibilities

• Process a variety of teller transactions accurately and efficiently, including deposits, withdrawals, transfers, and cash handling.
• Open and service consumer and business accounts while identifying customer needs and providing appropriate banking solutions.
• Assist customers with account maintenance, online banking support, and general service requests.
• Handle cash transactions and manage larger cash-related requests, including restaurant deposits and Currency Transaction Reports.
• Ensure compliance with bank policies, procedures, and regulatory requirements.
• Maintain accurate records and documentation for customer transactions and account activity.
• Support daily branch operations and contribute to overall branch goals and customer satisfaction.
• Collaborate with branch leadership and team members to provide a seamless customer experience.
• Cross-train and assist in both teller and new account functions as business needs require.

Required Qualifications

• Previous banking experience with both teller responsibilities and new account opening experience.
• Customer service and relationship-building skills.
• Ability to work effectively in a fast-paced, customer-facing branch environment.
• Experience handling cash transactions accurately and maintaining operational compliance.
• Basic proficiency with Microsoft Word, Excel, and Outlook.
• Communication, organizational, and problem-solving skills.
• A high school diploma or equivalent is required.

Preferred Qualifications

• Experience working in a community or regional bank environment.
• Familiarity with large cash transaction processing.
• Experience balancing multiple responsibilities in a customer-facing banking role.
• Ability to serve as a resource for branch customers and support various banking needs.

Everforth Apex 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.

Equal Opportunity Employer

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.

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