Job Duties:

As a Interactive Teller Representative II, you’ll play a crucial role in providing exceptional service to our credit union members. You’ll engage with members through various channels, including in-person interactions, video calls, mail, and telephone. This position will also involve cross-selling products, loan origination, addressing member inquiries, and ensuring compliance with policies and procedures. Here are the key responsibilities:

• Member Engagement and Transactions:

  • Provide courteous service for transactions (deposits, withdrawals, transfers).
  • Balance checks and cash accurately.

• Remote Assistance and Technology:

  • Assist members remotely with video teller and ATM machines.
  • Maintain knowledge of technology tools.

• Loan Payments and Account Services:

  • Receive loan payments and verify amounts.
  • Share basic account information with members.

• Proactive Member Outreach:

  • Contact members regarding accounts and services.
  • Follow up on loan applications.

• Compliance, Training, and Security:

  • Adhere to policies, report suspicious transactions.
  • Stay updated on training and security practices

• Needs Assessment and Recommendations:
  • Conduct thorough assessments to understand member needs.
  • Provide personalized product recommendation
• Cross-Selling and Loan Processing:
  • Cross-sell credit union products based on needs.
  • Accurately processing and originating loan applications.
• Continuous Learning and External Engagement:
  • Stay informed about products and policies.
  • Support external business development events.

Knowledge and Skills for Member Services Representative:

• Minimum of twelve months in a financial institution or cash handling role.
• High school diploma or equivalent (GED).
• Project a friendly, positive attitude through video interactions. Demonstrate positive facial expressions and posture. Excellent interpersonal and member/customer service skills. Ability to multitask effectively. Strong oral and written communication skills. Proficient in performing the roles of a Video Teller, Teller, or MSC phone agent. Willingness to learn and cross-sell credit union products and services. Excellent math ability and attention to detail. Comfortable working in a remote teller environment and maintaining professionalism through video.
• Proficiency in using Symitar for posting teller transactions and inquiries on deposit and loan accounts.
• Familiarity with Synapsys CRM for handling PSOs, creating events, and accessing My Sales reports.
• PC proficiency.
• Ability to lift 25 lbs.
• Competence in using standard office equipment, including PCs, fax machines, copiers, and telephones.
• Adaptability to function in a financial institution video and/or call center environment.

Employment Type: Full-Time. Onsite. Rotating Saturdays

Location: 4097 Monument Corner Drive, Fairfax, VA 22030

*** 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. ***