Member Service Rep II

Apple Federal Credit Union•Herndon, VA

5d•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 and staff. 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 including basic loan transactions. Performs other duties as assigned by the Branch Manager.

Requirements

Minimum (24) twenty-four months financial institution experience.
High school diploma or equivalent (GED).
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.
Proficient in Akcelerant to perform basic inquiry on loan applications in process, and to input basic loan application information.
Proficient in Synapsys MRM, to act on PSO’s, create and input to events, and retrieve and read My Sales reports.
PC proficient.
The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc.

Nice To Haves

Previous teller or customer service experience preferred.

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, opening of new checking/savings accounts, direct deposits, IRA’s, ATM cards and loan rates. May place stop payment on checks, provide copies of canceled checks, etc.
Receives loan payments, checks and cash for deposit into members’ savings and/or checking accounts, verifies amount, examines checks for proper endorsement and negotiability and inputs information into the computer system. 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. May process consumer loan applications as directed by manager.
Inputs comments and records member activity in the Synapsys MRM as needed.
Identifies opportunities for cross-selling and offers Potential Sales Opportunities (PSO’s) as presented in Synapsys and refers members accordingly.
Responsible for learning credit union products and services and being able to cross-sell them to the members.
Processes member requests for share withdrawals.
May disburse loan and share withdrawal checks. Follows up on work “left at desk” by members.