Branch Service Representative II

Branch Service Representative II

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 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.