Branch Specialist

Apex Systems; Jacksonville (NC); Hybrid; USD 32,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401K with match

ESPP

HSA

Job summary

Everforth Apex Systems seeks a Branch Specialist to manage daily branch operations onsite in Jacksonville, NC. You will handle teller-line transactions, verify member identities, and respond to inquiries to deliver accurate service.

The role emphasizes compliance, cross-functional collaboration, and proactive product recommendations in a fast-paced setting with strong customer focus.

Qualifications

• Experience with cash-handling in a fast-paced environment.

Responsibilities

• Respond to in-person member inquiries and requests promptly within a structured operation.
• Perform teller-line transactions for savings, checking, consumer loans, credit cards, and fraud resolution.
• Protect and verify member identity and review account information for alerts and irregularities.
• Act on patterns indicating potential fraud or abuse.
• Demonstrate proficiency in multiple systems and active listening to ensure accuracy.
• Identify and recommend additional products and services to meet member needs.

Skills

Cash handling

Customer service

Multi-tasking

Time management

Communication

Fraud awareness

Teamwork

Adaptability

Identity verification

Basic math

Tools

Banking software

Job description

Branch Specialist

Location: Jacksonville, North Carolina (Onsite)

Role Overview

This role involves managing day-to-day branch operations, ensuring compliance with company policies, and providing support for customer-facing functions. The position focuses on delivering exceptional member service in a high-volume, schedule-driven environment with a strong emphasis on teller-line operations. The specialist will handle financial transactions accurately and efficiently while providing information about various 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 on 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.
• Although stationed at the Yopp Road location, may be required to assist at Richlands, Western-Jacksonville, and Piney-Green-Jacksonville if needed.

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 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.
• 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 banking or a financial institution.

Work Schedule

Availability to work is expected Monday through Friday between 8:00 AM and 6:00 PM, and on Saturdays between 8:00 AM and 3:30 PM. These guidelines are designed to ensure adequate coverage and flexibility to meet customer and operational demands.

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.

Equal Opportunity Employer Statement

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 [e-mail] 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.