Branch Service Representative

Job Description

Branch Service Representative

Location: Encinitas, California (On-site)

Role Overview

An established community financial institution is seeking a Branch Service Representative to join the team in Encinitas. This position focuses on branch operations and client service, offering an opportunity to build a career in financial services without aggressive sales goals. The successful candidate will handle transactions, resolve inquiries, and support daily operational workflows while maintaining high service standards.

Key Responsibilities

• Perform teller transactions accurately, including deposits, withdrawals, payments, transfers, and cashier's checks.

• Maintain and balance a daily cash drawer in accordance with established procedures.

• Provide prompt and professional service to consumer and business clients.

• Respond to client inquiries, assist with account servicing, and resolve basic questions.

• Monitor shared inboxes and process incoming operational requests.

• Assist clients with online and mobile banking applications, including troubleshooting and access issues.

• Support wire transfer processing, adhering to verification, documentation, and security policies.

• Perform account maintenance and routine branch administrative tasks.

• Develop knowledge of the new account opening process and support documentation requirements.

• Adhere to all operational, security, dual-control, and regulatory compliance standards, including Bank Secrecy Act and Anti-Money Laundering guidelines.

• Required Qualifications

• Education: High school diploma or equivalent is required.

• Experience: Minimum of 2 years of banking experience, with demonstrated experience in teller operations or branch client service.

• Technical

Skills

• Proficiency with computer systems, including Microsoft Word, Excel, Outlook, and standard banking applications.

• Preferred Qualifications

• Strong organizational skills and attention to detail when processing financial transactions.

• Effective verbal and written communication skills for professional client interaction.

• Ability to multitask, prioritize tasks, and work collaboratively in a team environment.

• Flexibility to assist with various branch operations as required.

• 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 s