PT Member Service Rep I- Gainesville

at  Apple Federal Credit Union

WHY JOIN APPLE?

Apple FCU is deeply rooted in the community; we value and embrace workplace diversity. We believe our employees are our most valuable asset, so we are committed to providing professional development and assisting in career journeys. Apple FCU also offers a robust benefits package, including health; vision; dental; 401(k) contribution match; tuition reimbursement; guaranteed 11 federal holidays; paid time off; paid volunteer time; TEAM Bonus plan and much more.

Additional Workplace Highlights:

• Named Top Workplaces by the Washington Post 2024
• Named Top Workplace USA 2024
• Named American Banker Best Credit Unions to Work For 2023
• Diverse, friendly work environment, progressive management staff
• 21 branches in Northern Virginia with easy commuting distance

KNOWLEDGE AND SKILLS:

Experience
Minimum (12) twelve months financial institution or cash handling experience.
Education
High school diploma or equivalent (GED).
Interpersonal Skills
Excellent interpersonal and member/customer service skills.
Other 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.
Physical Requirements
The ability to lift 25 lbs. and utilize standard office equipment including, but not limited to, PC, fax, copier, telephone, etc
Work Environment
Ability to function in a financial institution environment.
* Apple Federal Credit Union values, encourages, and implements diversity in the workplace.
As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.
All selected candidates will be subject to credit and background checks to determine employment eligibility. **

ROLE:

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.

ESSENTIAL FUNCTIONS & 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.
• Adheres to Apple FCU Security Policy, CTR and SAR reporting, negotiable items procedures. Refers questionable transactions to immediate supervisor.