Branch Specialist

Apex Systems; Round Rock (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Everforth Apex in Round Rock, TX is seeking a Branch Specialist to support teller-line operations and deliver exceptional member service in a high-volume branch. You will process cash transactions, verify identities, detect potential fraud, and explain banking products while maintaining compliance and accuracy.

This onsite role requires strong multitasking, reliable attendance, and the ability to work independently and as part of a team.

Qualifications

• Experience with cash-handling in a fast-paced environment.
• Reliable attendance and adherence to schedule.
• Proficiency with computers and banking software.
• Ability to multi-task in a customer-facing environment.
• Strong organizational and time management skills.
• Effective verbal and written communication and active listening.

Responsibilities

• Respond to in-person member inquiries and requests promptly within a structured operation.
• Perform teller-line transactions for savings, checking, loans, and cards.
• Protect and verify member identities and review account information for issues.
• Detect patterns of activity indicating potential fraud or abuse.
• Demonstrate proficiency in systems and engagement techniques for accuracy.
• Identify and recommend additional products and services to members.
• Maintain policies compliance and positive member interactions.
• Perform other duties as assigned.

Skills

Cash handling

Multi-tasking

Problem solving

Strong communication

Attention to detail

Team player

Tools

Banking software

Job description

Job#: 3051908

Job Description:

Branch Specialist

Location: Round Rock, Texas (Onsite)

Role Overview

A Branch Operations Specialist manages day-to-day branch operations, ensures compliance with company policies and procedures, and provides support for customer-facing functions. This role involves providing 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, reviewing account information for alerts and account 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.
• Perform other duties as assigned.

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/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.

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 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 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.