Branch Specialist

Apex Systems; Alexandria (VA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

ESPP (employee stock purchase program)

401K with company match

HSA (Health Savings Account)

Employee Assistance Program (EAP)

Certification discounts

Job summary

Everforth Apex Systems, based in Alexandria, VA, seeks a Branch Specialist to provide exceptional member service in a fast-paced, onsite environment. You will handle teller transactions, verify identities, and resolve issues while promoting appropriate banking products to meet member needs.

The role emphasizes accuracy, compliance, and strong communication skills to ensure a positive member experience. Occasional branch rotation and Saturday availability may be 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.
• Composure under pressure and adaptability to changing environments.
• Basic mathematical skills for accurate calculations.
• Ability to build rapport and maintain positive relationships with members.
• Receptiveness to feedback and commitment to continuous improvement.

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 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

Multi-tasking

Verbal and written communication

Attendance & schedule adherence

Teamwork

Fraud awareness

Tools

Banking software

Multiple screens navigation

Job description

Job#: 3051806

Job Description:

Branch Specialist

Location: Alexandria, Virginia (Onsite)

Role Overview

This role provides exceptional member service in a high-volume, schedule-driven environment with a focus on teller-line operations. The specialist will ensure the accurate and efficient handling of financial transactions and provide information regarding products and services. The position requires advising members on products and services that may fit their needs 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 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, 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.
• Composure under pressure and adaptability to changing environments.
• Basic mathematical skills for accurate calculations.
• Ability to build rapport and maintain positive relationships with members.
• Receptiveness to feedback and commitment to continuous improvement.

Preferred Qualifications

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

Work Environment

The primary work location will be in Alexandria, VA. Due to business needs, this role may be required to support other local branches. Candidates must be comfortable with the potential for travel and branch rotation. 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.

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, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

• 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.

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.

If you require an accommodation under the Americas 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.

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

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060

Everforth Apex 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. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex.