Ashburn Member Advisor
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 two (2) years’ experience in lending or branch operations.
- High school diploma.
- Excellent positive member/customer service and interpersonal skills.
- Strong math skills and effective communication with members.
- Familiarity with loan documents, lending regulations, and credit union policies.
- Proficiency in Symitar for posting transactions and inquiries.
- Proficiency in L360 for loan application processing.
- Ability to lift 25 lbs. and function in a financial institution environment
Responsibilities
- Conduct thorough assessments to understand member needs.
- Provide personalized product recommendations.
- Cross-sell credit union products based on needs.
- Accurately process loan applications.
- Address inquiries via face-to-face or telephone.
- Investigate and resolve member queries.
- Adhere to policies and complete required paperwork.
- Document member activity in the system.
- Stay informed about products and policies.
- Support external business development events.
- Originate consumer loans within underwriting guidelines.
- Incorporate The Apple Way principles into daily activities, providing friendly, courteous, and professional service.
- Qualify potential members and complete steps for opening deposit accounts and automated services.
- Gather information for consumer loan applications and member requests.
- Use established sales techniques to achieve individual and related sales goals.
- Adhere to credit union policies, procedures, and Bank Secrecy Act regulations.
- Perform other duties as assigned by the Branch Manager.
Benefits
- Medical, dental and vision coverage
- 401(k) with employer match
- Paid time off
- 11 paid federal holidays
- Paid volunteer time to give back
- Tuition reimbursement and ongoing training opportunities
- Annual TEAM Bonus plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
