What are the responsibilities and job description for the Herndon Member Service Representative I position 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 American Banker Best Credit Unions to Work For 2024
- Diverse, friendly work environment, progressive management staff
- 23 branches in Northern Virginia with easy commuting distance
Position Summery:
As a Member Services Representative I at Apple Federal Credit Union, you will be the face of our organization, providing exceptional service to our members. Your responsibilities include processing transactions, assisting with account inquiries, and promoting our products. You’ll play a vital role in maintaining positive member relationships and ensuring compliance with credit union policies.
Responsibilities:
- Member Engagement:
- 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.
- Loan and Account Services:
- 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.
- Information and Outreach:
- Provide basic account information on loans and share products to members as needed.
- Under the guidance of branch management, contact members regarding deposit accounts, loan applications, and other relevant products.
- Record member activity in the Synapsys MRM system.
- Service Excellence:
- Embrace the “Pillars of Member Service” by consistently delivering 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.
- Sales and Compliance:
- 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.
Qualifications-all required unless otherwise noted:
- 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.
Employment Type: Full-Time
Location: 362 Elden Street, Herndon, VA 20170
*** 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. ***
