Branch Specialist

Apex Systems; Burlington (NJ); On-site; USD 42,000 - 55,000; Full time

Job summary

Everforth Apex is seeking a Branch Specialist to manage day-to-day branch operations in Burlington, NJ (onsite). You will handle teller transactions, verify member identities, and respond to inquiries while delivering exceptional service in a high-volume environment.

The role emphasizes accuracy, fraud awareness, and product recommendations, with a strong focus on compliance and member satisfaction in a fast-paced banking setting.

Qualifications

• Cash-handling experience in a fast-paced environment.
• Proficient with computers and banking software; able to navigate multiple screens.
• Ability to multi-task effectively in a busy, customer-facing role.
• Strong organizational, planning, and time management skills.
• Effective verbal and written communication and active listening.
• Ability to resolve member/customer issues professionally and tactfully.
• Demonstrated initiative, sound judgment, and decision-making skills.
• Ability to work independently and collaboratively in a team.
• Basic mathematical skills for accurate calculations.
• Ability to build rapport and maintain positive relationships with members.

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.
• Identify and respond to patterns indicating potential fraud or abuse.
• Demonstrate proficiency in multiple systems and active listening to ensure accuracy and satisfaction.
• Identify and recommend additional products and services to meet member needs.
• Maintain compliance with policies and procedures while ensuring a positive member experience.

Skills

Reliable attendance

Banking software

Multi-tasking

Organization

Communication

Issue resolution

Independence & teamwork

Numerical skills

Customer rapport

Tools

Banking software

Job description

Job#: 3049742

Job Description

Branch Specialist

Location: Burlington, New Jersey (Onsite)

Role Overview

A Branch Operations Specialist is responsible for managing day-to-day operations at the branch level, ensuring compliance with company policies, and providing support for customer-facing functions. This role provides exceptional member service in a high-volume, schedule-driven environment with a focus on teller-line operations. The specialist will handle financial transactions and provide information regarding products and services.

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: Experience with cash-handling in a fast-paced environment is required.

Skills

• Reliable attendance and adherence to schedule.
• Proficiency with computers, banking software, and 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/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 banking or a financial institution.

Work Schedule

To support consistent staffing and operational coverage, 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 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, 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 uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

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. 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 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.

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.

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