Member Service Rep I - Government Center
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).
- Excellent interpersonal and member/customer service skills.
- Excellent oral and written communication skills.
- Ability to learn and cross-sell credit union products and services.
- Excellent math ability and attention to detail.
- Proficient in the use of Symitar for posting teller transactions and inquiry on deposit accounts and loan accounts.
- Ability to perform basic inquiry on loan applications in process.
- Proficient in Synapsys MRM, 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, 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.
- 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 via PC.
- Processes mail transactions, replies to member correspondence by form letter regarding transactions affecting their accounts.
- Provides member basic account information on Loans and Shares products or existing accounts as needed.
- Under the direction of branch management, contacts member in regards to deposit accounts, loan applications, and other products as directed.
- Inputs comments and records member activity in the Synapsys MRM as needed.
- Incorporates the “Pillars of Member service” into daily activities, including providing friendly, professional service to internal and external members.
- Stays abreast of and follows all Apple FCU products, services, policies, and procedures.
- Meets all internal training requirements for this position.
- Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO’s) as presented in Synapsys and refers members accordingly.
- Processes member requests for share withdrawals.
- Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures.
- Refers questionable transactions to immediate supervisor.
- Performs other Member Services and clerical duties as assigned by the Branch Manager or Assistant 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
