Winchester Member Service Representative I (part time)

Apple Federal Credit Union-posted about 1 year ago
Part-time • Entry Level
Winchester, VA
Credit Intermediation and Related Activities
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As a Member Services Representative I at Apple Federal Credit Union, you will serve as the primary point of contact for members, delivering exceptional service and support. This role involves processing transactions, assisting with account inquiries, and promoting various credit union products. You will play a crucial role in fostering positive relationships with members while ensuring compliance with credit union policies.

  • Represent the credit union to members with courtesy and professionalism, whether in person, by mail, or over the telephone.
  • Efficiently process transactions, including deposits, withdrawals, and account transfers.
  • Balance checks and cash accurately, ensuring compliance with daily cash received vouchers.
  • Receive loan payments, checks, and cash for deposit into members' savings and checking accounts.
  • Verify amounts and examine checks for proper endorsement and negotiability.
  • Input transaction information into our computer system via PC.
  • Respond to member correspondence regarding account transactions.
  • Provide basic account information on loans and share products to members as needed.
  • Contact members regarding deposit accounts, loan applications, and other relevant products under the guidance of branch management.
  • Record member activity in the Synapsys MRM system.
  • Deliver friendly and professional interactions to both internal and external members.
  • Stay informed about all Apple FCU products, services, policies, and procedures.
  • Complete internal training requirements promptly.
  • Identify cross-selling opportunities based on Synapsys recommendations and refer members accordingly.
  • Process member requests for share withdrawals.
  • Adhere to Apple FCU Security Policy, CTR (Currency Transaction Report) and SAR (Suspicious Activity Report) reporting, and negotiable items procedures.
  • Refer any questionable transactions to your immediate supervisor.
  • At least 12 months of experience in a financial institution or cash handling role.
  • High school diploma or equivalent (GED).
  • Strong interpersonal skills and a commitment to exceptional member/customer service.
  • Effective oral and written communication abilities.
  • Willingness to learn and promote credit union products.
  • Proficiency with basic math and attention to detail.
  • Ability to navigate PC-based systems.
  • Comfort working in a financial institution environment.
  • Bilingual preferred
  • Health insurance
  • Vision insurance
  • Dental insurance
  • 401(k) contribution match
  • Tuition reimbursement
  • Guaranteed 11 federal holidays
  • Paid time off
  • Paid volunteer time
  • TEAM Bonus plan
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