Member Service Rep I - Fairfax

Apple Federal Credit Union• Fairfax, VA, US, VA

4d•Onsite

About The Position

Under general supervision, but following established policies and procedures performs a broad range of member service activities in person, by mail, and/or by telephone. Answers questions concerning services provided by the credit union from members while quickly and efficiently processing transactions. Must possess excellent interpersonal communication skills and the ability to represent the credit union in a courteous, professional manner. Performs duties and responsibilities in accordance with The Apple Way principles, of Team Up, Serve with Purpose, Challenge Yourself and Own It. Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act. Performs other Member Services and clerical duties as assigned by the Branch Manager or Assistant Branch Manager.

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.