Interactive Teller Representative I
About The Position
At Apple Federal Credit Union, we’re more than a financial institution; we’re a community-focused organization powered by passionate people. With 24 branches across Northern Virginia and a proud legacy of service, we’re committed to improving the lives of our members and the communities we serve. We believe our employees are our greatest asset. That’s why we foster a supportive workplace culture that values inclusiveness, innovation and growth. Whether you’re just starting out or advancing your career, you’ll find opportunities for professional development, mentorship and meaningful impact.
Requirements
- Minimum (12) twelve months financial institution or cash handling experience.
- High school diploma or equivalent (GED).
- Ability to project friendly, positive attitude through video. Including positive facial expressions and posture.
- Excellent interpersonal and member/customer service skills.
- Must have the ability to multi-task.
- Excellent oral and written communication skills.
- Must be able to perform the role of a ITM, & Teller.
- Ability to learn and cross-sell credit union products and services.
- Excellent math ability and attention to detail.
- Ability to work in a remote teller environment and displays self professionally through video.
- Proficient in the use of Symitar for posting teller transactions and inquiries on deposit and loan accounts.
- Proficient in Synapsys CRM, to act on PSO’s, create and input to events, and retrieve and read My Sales reports.
- PC proficient.
Responsibilities
- Represents the credit union to the member, through remote video access, or when required represent in person, by mail or by telephone in a courteous, professional manner.
- Gives prompt efficient and accurate service in the processing of all transactions such as deposits, withdrawals, and account transfers.
- Balances checks and cash to daily cash received vouchers.
- Maintains a working knowledge of all ITM and remote ATM machines.
- Effectively helps members when requested remotely by for assistance.
- Receives loan payments, checks and cash for deposit into members’ savings and/or checking accounts, verifies amount, and examines checks for proper endorsement, negotiability, and inputs information into the computer system.
- Provides member’s basic account information on loans and share products or existing accounts as needed.
- Under the direction of branch operations, contacts members in regard to deposit accounts, loan applications, and other products as directed.
- Inputs comments and records member activity in the Synapsys CRM as needed.
- Refers members to other branch staff as appropriate.
- Stays abreast of and follows all Apple FCU products, services, policies, and procedures.
- Meets all internal training requirements for this position, including Interactive Teller and branch training.
- Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO’s) as presented in Synapsys and refers members accordingly.
- Able to work as a interactive teller with the ability to instruct members on how to use the interactive teller and remote ATM machines.
- This includes a general knowledge of branch layouts where this technology is present.
Benefits
- Medical, dental and vision coverage
- 401(k) with employer match
- Paid time off and 11 paid federal holidays
- Paid volunteer time to give back
- Tuition reimbursement and ongoing training opportunities
- Annual TEAM Bonus plan.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
